Global Retail Insights
Editorial coverage, analysis and commerce intelligence on global retail insights across global markets.
The Global Retail Power Rankings — Who Actually Runs Modern Commerce
Walmart, Amazon, Alibaba, Costco and a small group of operators now control the vast majority of global organised retail. The rankings have shifted in some surprising ways.
Why Tariffs and De Minimis Rules Have Become the Most Important Commerce Story of 2026
From U.S. de minimis reform to European VAT changes, the policy environment for cross-border ecommerce is undergoing the most significant restructuring in two decades.
The Quiet Globalisation of Chinese Commerce Operating Models
From Shein to TikTok Shop, the operating playbooks pioneered in China are now actively reshaping how Western consumers shop.
The Quiet Global Convergence of Loyalty Programs
Amazon Prime, Walmart+, Tesco Clubcard and a generation of loyalty programs are converging on a similar shape — and reshaping the customer relationship in the process.
Shein vs Zara: The Fast-Fashion War, Explained
One reinvented vertical retail. The other rewrote the rules of ultra-fast online fashion. The collision between them is reshaping the global apparel industry.