Three concepts expressed by the founder of Eataly:
Eataly's e-commerce is doing very well (40 million sales in the US)
The perception of e-commerce service is wrong: logistics should be charged for
Demand for e-commerce exceeds supply
The share price fell on the Paris stock exchange.
A cost cut of EUR 1 billion a year until 2030 and a perimeter of activity reduced to three countries: France, Spain and Brazil. After exiting Italy and Romania, Carrefour is launching its new 2030 strategic plan, with a restricted geography and along three strategic lines. The first is to win the customer and product battle through price, fresh produce, the Club loyalty programme and private labels.
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...The players that have expressed interest are Etruria Retail (on 13 January), Migross (26 January), Crai (20 January) and Vega (30 January). But the lack of binding proposals for the unions 'is confirmation of a very critical situation'...
In the meantime, Realco has asked the signs concerned for a commercial credit line of up to EUR 7 million for the entire group, which would allow them to refurbish their stores. A virtual data room has been set up for the interested parties. The due diligence is expected to last until mid-March. Realco has 65 members and a sales network of 120 shops with 1,500 employees. The balance sheet 2024 shows revenues of EUR 316.4 million and a loss of EUR 15.7 million. Total debt is EUR 98 million.
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The Commission wants to apply it provisionally at the urging of Germany whose industry, faced with the fact that it can no longer buy cheap Russian gas and the invasion of Chinese products (e.g. cars), is in great difficulty and needs outlets.
France, with its agriculture, which is also in great difficulty, especially on the livestock and meat fronts, on the other hand, is opposed and disappointed.
...L’obiettivo, come riporta Food Dive, è semplificare la pianificazione degli acquisti, intercettando una tendenza in crescita: secondo il sondaggio CPG 2025 di PwC, il 40% dei consumatori prevede di utilizzare l’IA per confrontare i prodotti entro il 2030 e circa un terzo immagina decisioni d’acquisto completamente automatizzate.
Con Cart Assistant non è più necessario scorrere tra i vari prodotti e categorie: basta inserire il nome di un piatto, oppure caricare la foto di un elenco pasti scritto a mano o lo screenshot di una ricetta per ottenere automaticamente la lista degli ingredienti. Il sistema tiene conto anche di disponibilità, prezzi e promozioni del singolo punto vendita.
La funzione è pensata per evolversi nel tempo, imparando le abitudini degli utenti e suggerendo marchi preferiti e prodotti acquistati di frequente. All’interno dell’assistente è possibile modificare il carrello, sostituire articoli e rivedere l’ordine prima del checkout....
Alimentando
Uber Eats fa e-commerce da almeno 6 anni
22 out of 103 plants on the Continent closed. In Italy, the last remaining cooperative announced the temporary suspension of the Veneto plant.
Coprob-Italia Zuccheri, Italy's only national sugar producer - two plants that manage the entire beet supply chain, from processing to storage - announces the seasonal suspension of the Veneto beet processing plant. For 2026 in Pontelongo (Padua) - 200 workers, both permanent and seasonal, and 2,000 conferring farmers - only the packaging site will be maintained, but 'the structural modernisation project will be completed with the 3 million euro Pnrr project'.
Five countries responsible for 75 per cent of the world's coffee supply record an average of 57 extra days of coffee-damaging heat per year...
The plants, particularly the most valuable Arabica variety, suffer from temperatures above 30°C...
The worst affected coffee producing country was El Salvador, which recorded 99 extra days of plant-damaging heat. Brazil, the world's largest coffee producer, accounting for 37% of global production, recorded 70 additional days [days added, in dark red below in The Guardian table] with temperatures above 30°C. Ethiopia, which accounts for 6.4 per cent of coffee production, recorded 34... and there small farmers produce 60 per cent to 80 per cent of their coffee, but received only 0.36 per cent of the funds needed to adapt to the impacts of the climate crisis.
On Thursday 26 February, executives from the streaming giant said they "refused to comply" with Paramount Skydance's offer after the Warner Bros. board deemed it a "superior" proposal...
US film and television group Warner Bros. Discovery (WBD) announced on Tuesday 24 February that Paramount Skydance (PSKY) had submitted a new takeover offer of $31 a share, up from its previous offer of $30. Including WBD's debt, this target valuation is around $110 billion (EUR 93 billion)..
We talked about it here
DoorDash makes home deliveries but also does Quick Commerce . It works with large chains from McDonald's to Walmart. It offers service to restaurants to build their online presence and handle direct orders. In 2025 it acquired Deliveroo.
...An integration with ChatGPT now allows users to go from browsing recipes in their AI-based conversations directly to the DoorDash shopping cart..
Marketplace gross order value reached $29.7 billion in the quarter (*), an increase of 39%. Net income attributable to ordinary shareholders was $213 million, up 51% year-on-year, and adjusted EBITDA grew 38% to $780 million..
The company ended 2025 with over 56 million monthly active users and over 35 million paying subscribers through its DashPass, Wolt and Deliveroo Plus subscription programmes... Progressive Grocer
(*) if you multiply by 4 it makes $118.8 billion
Compiled 25 February, updated 26 February 2026
