Consumer Discretionary Distribution & Retail

MercadoLibre’s $750 M senior note raise fuels massive logistics automation—boosting productivity, cutting costs, and expanding SME support across Latin America.

Amazon’s latest moves show how e‑commerce, AI and cloud drive consumer discretionary spending—highlighting Gen‑Z, older shoppers, and inflation‑aware deals.

MercadoLibre’s e‑commerce and fintech growth, plus a key SME partnership in Ecuador, keep the company poised for continued Latin American market expansion.

Industry de Diseño Textil SA beats Q3 forecasts, upsells e‑commerce, and earns a neutral upgrade—showing hidden resilience in niche textile retail.

Amazon’s new AI tools, rapid‑commerce service, and Prime Video news tab show how the company’s tech, logistics and media moves drive growing discretionary spending among Gen Z and Millennials.

MercadoLibre’s latest earnings hit expectations while its government‑partnerships deepen Latin America’s digital economy, sparking cautious yet hopeful investor interest.

Explore how Zalando’s share‑buyback, new regional leadership, and Polish marketplace strategy could revive its stock and hit 2026 targets.

Amazon’s AI‑chip, fee‑cut, on‑prem moves boost manufacturing productivity, lower cloud spend, and reshape industrial capital budgets—discover the game‑changing impact.

Ulta Beauty’s analyst support stays strong, with Telsey and JPMorgan citing solid margins, omnichannel growth and resilient beauty‑spending trends to drive future performance.

Zalando’s strike risk at its Erfurt hub could hit Black Week sales, highlighting labor‑law tensions and a call for smarter, tech‑driven logistics.