Retail Insights

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Andre Maeder speaking at the RLC Leadership Series in London

Luxury Returns to Growth but Hits a Volume Ceiling

Insights from RLC Global Forum’s Leadership Series reveal a luxury market increasingly driven by concentrated wealth, changing travel patterns and new global growth corridors — framing the discussion ahead of “Uneven Futures”, the theme of the 2027 RLC Annual Forum in Riyadh.

Uneven Futures: Why Commerce No Longer Moves as One

Global commerce has stopped advancing as one. Markets are now moving at different speeds, toward different priorities, under different rules. These uneven futures are becoming the new condition for retail leadership. And they demand a different strategic response.

Shein Business Model Showing Its Limits After Sobering IPO Debut

Shein’s Hong Kong IPO debut raised $1.7 billion and one uncomfortable question: is the Shein business model still viable in a world closing its loopholes?

Harvey Nichols and the Next Chapter of Luxury Retail

Frasers Group has acquired Harvey Nichols. The deal says something important about the state of luxury retail and who its future custodians might be.

Is the Fandom Economy Too Big for Brands to Ignore?

Fans outspend non-fans by 27%, three quarters of Americans identify as part of a fandom, and the fandom economy is already generating billions in verified commercial activity across music, sports, fashion, and retail. So, why are brands not engaging more?

Will AI Replace Search Engines? What the Data Shows

How people browse, shop and make decisions is changing fast in 2026. But will AI replace search engines? Here's what the latest research shows.

Why Global Brands Keep Getting the African Retail Market Wrong

The African retail market crossed $2 trillion in consumer spending in 2025. Most brands competing for a share are doing so in the wrong markets, with the wrong tools.

Travel Economy at the Time of High Geopolitical Risk

A region at the peak of its tourism ambitions. A conflict that arrived without warning. And a set of questions the travel economy had never had to answer quite this fast.

GLP-1 Impact on Retail Is Bigger Than Anyone Predicted

A pharmaceutical intervention is doing what decades of dietary trends could not, restructuring consumer demand at scale. The GLP-1 impact on retail is already visible in purchase data.
Teenager wearing red headphones smiles while scrolling on her smartphone in a walkway.

Why The Under-16 Social Media Ban Won’t Kill Social Commerce

The under-16 social media ban is becoming a global policy trend, although its commercial impact on social commerce is more limited and specific than most brands realize.
Woman in a flowing black abaya and headscarf standing on desert dunes.

The Saudi Fashion Industry Rises on Identity and Scale

The Saudi fashion industry is defying the global slowdown. Behind the numbers lies a culturally confident consumer, a heritage revival with commercial logic, and global brands learning to play by Saudi rules.
Crowds of pedestrians walking along a busy city shopping street in Europe.

European Retail Distress Hits Highest Level Since 2009

European retail distress has not been this severe since 2009. The Weil European Distress Index explains why, and what comes next.
Crowded shopping area in India decorated for Diwali, with shoppers walking beneath colorful banners.

The Indian Retail Real Estate Market and the Boom Nobody Saw Coming

The Indian retail real estate market is expanding at a pace that demand is outrunning supply, even as Western counterparts continue to contract. Whether the infrastructure can keep up, well, this is the question.
Illustration of a human brain combined with a glowing digital circuit pattern.

Milei’s Non-Human Corporations: A Great Headline, a Flawed Premise

Argentina’s non-human corporations bill promises companies run entirely by AI, with no humans required. Or does it? The actual legislation tells a different story.
The Harrods department store building in Knightsbridge, London, with traffic visible on the street.

Is One Location Enough as a Viable Department Store Strategy?

Single-location retail sounds like a limitation. For some retailers, it turned out to be the most defensible department store strategy in the business.