Geopolitical instability and in particular the war in Iran will have material consequences for retail downstream. This is why a whole raft of industries expect rising inputs costs with some supply-related pressures already proving difficult to absorb.
Labour productivity is growing at a much faster clip than job creation, which some are calling a “jobless economic expansion”. But is this the full story, or the synopsis of something more nuanced?
E-commerce forced a transformation in bricks-and-mortar stores that continues to define performance today.
Media attention naturally gravitates towards pain points: “weak demand”, “cost inflation”, “restructurings”, and “stalled development projects”.
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