Retail, Online & DTC

Slower sales growth and weaker consumer demand are driving a re-rating of retail and manufacturing stocks.

The American subscription player is cutting marketing investment and leaning more heavily on its commerce business amid tariff pressures.

Active customers topped 21.5 million, and autoship sales grew at a double-digit rate, yet Chewy is taking a more cautious stance for the year ahead.

The US manufacturer signaled a cautious outlook but expects low-single-digit growth in its US retail pet foods business next fiscal year.

The pet category ranked fourth for mobile app penetration among leading e-commerce companies operating in the country.

New 2026 industry data highlights strong offline purchasing habits, rising insurance uptake and dogs as the dominant pet.

Pets at Home, Fressnapf, Arcaplanet and Zooplus lead a wave of supermarket-to-pet retail leadership hires across Europe.

The US pet retailer hit $1.5 billion in Q1 revenue, supported by services as product sales remained under pressure.

Dog products account for 60% of total revenue, while the cat category posts a 10.2% annual increase.

The Swedish pet food group is expanding its UK footprint with the acquisition of Yorkshire Raw Feeds.