n.514

Coin concludes capital increase. New management team presented


Participating in the capital increase were Mia, a holding company of the Exelite group, owned by the entrepreneur Marco Marchi, for a total of EUR 33.2 million, Invitalia, for EUR 10 million, Sagitta Sgr, for a total of EUR 10 million and EUR 986,085, Joral Investments for EUR 1 million, Hi-Dec Edizioni for EUR 500 thousand Strangely enough, no member of the CDA seems to have retail experience. Read also: USA : department store market share dropped from over 14% in 1990 to less than 3% in 2024 (-78%) which says a lot about the prospects of the Coin group (which has obsolete and very expensive facilities - very high rents). Below: Coin image from Gdoweek and an article from last May Edited 10 September, updated 21 September 2025

Non-food
 

n.512

The future of beauty: can Amazon replicate the Tmall (Alibaba) model?


According to a McKinsey-Business of Fashion study, marketplaces such as Amazon are already the leading online sales channel for beauty products, capturing 28% of sales, twice the share of both corporate websites and specialised retailers such as Sephora, both at 15%. It would seem that in the West Amazon has already won the digital race in beauty, particularly in the luxury segment. In fact, even in Italy Amazon is already a significant player, and as of this year it has been included in the sector sell-out panel, the results of which are religiously studied by the management of major companies

AlibabaAmazonE-Commerce
 

n.510

Walmart: first retailer to deliver groceries by drone in 5 states


This is confirmation of news announced in June: Walmart recently became the first retailer to scale its drone delivery in five states with the expansion of the service to Atlanta; Charlotte, North Carolina; Houston; and Orlando and Tampa, Florida. The new service has launched in 100 shops in Arkansas, Florida, Georgia, North Carolina and Texas, in addition to current operations in Northwest Arkansas and the Dallas-Fort Worth area.

Walmart
 

n.509

Mastrolia: on the acquisition of Carrefour Italia


It will have a neutral impact on NewPrinces' consolidated net financial position at year-end 2025, due to the significant cash contribution expected. Mastrolia adds that he 'looks forward to the opportunities presented by recent transactions' and will provide an updated financial forecast once the acquisitions of Carrefour Italia, Plasmon and Diageo Italia are completed. He concludes: 'In recent months we have announced the acquisitions of Diageo Operations Italy, Plasmon and Carrefour Italia, which will be finalised shortly. These transactions will further strengthen our positioning and give new energy to the growth path of NewPrinces'. I won't go into the financial figures, but I'll just say'do it quickly, finalise the acquisition quickly' because in the large-scale retail trade it's very quick to disavow the business, see below a message I received a few days ago regarding this article of mine. In the meantime I personally visited some Carrefour shops and got confirmation of what I had been told : often empty shelves, in the fresh and grocery. Written on 10, updated on 15 September 2025

Carrefour
 

n.504

US inflation rises to 2.9% in August . And unemployment figures are not good


Source Applications for US unemployment benefits jumped last week to the highest level in almost four years, indicating employers are firing more workers. Initial claims rose by 27,000 to 263,000 in the week ended Sept. 6, the highest since October 2021, according to data from the US Department of Labor. That's significantly higher than the median forecast in a Bloomberg survey of economists, which predicted 235,000 applications. Thursday's figures are just the latest in a quickening drumbeat of worsening news for President Donald Trump on the economic front, from jobs to manufacturing and inflation. Last week, a monthly report on employment showed the whole of the US added just 22,000 jobs in August, building on the previous month's sobering jobs data, which spurred Trump to fire the head of the Bureau of Labor Statistics and install a loyalist. More recent BLS revisions also cut job growth numbers by half during most of the last year of the Biden Administration. -NatashaSolo-Lyons Bloomberg

Inflation