Consumer
Consumer discretionary and consumer staples sectors. Retail, food and beverage, automotive, and household products.
Starbucks reportedly exploring Chipotle takeover; CMG shares rose
CMG shares rose following an FT report, carried by Bloomberg Markets, that Starbucks had engaged advisers to explore a potential acquisition of Chipotle Mexican Grill. SBUX shares were also referenced in connection with the development; no official confirmation from either company was reported.
Wittington to buy Boots for $8.9bn; Fairfax takes 50% stake
Wittington Investments has agreed to acquire UK pharmacy chain Boots from Sycamore Partners and the Pessina family for US$8.9 billion including debt, with Fairfax Financial Holdings (TSX: FFH) committing up to US$2.3 billion for a 50% equity stake.
MO Q2 2026: filings, holdings, and macro context
SBUX Q3 2026 update — filings and holdings
PG Q1 2026: filings, holdings, and macro context
KHC Q2 2026 update — filings and holdings
TGT Q2 2026 update — filings and holdings
PEP Q3 2026 update — filings and holdings
MCD Q3 2026 update — filings and holdings
WMT Q2 2026: filings, holdings, and macro context
NKE Q1 FY2027 update — filings and holdings
KO Q3 2026 update — filings and holdings
HD Q3 2026 update — filings and holdings
COST Q3 2026: filings, holdings, and macro context
ASOS shares fall 13% after hack alert sent to app users
ASOS shares dropped more than 13% on the London Stock Exchange after thousands of customers received a push notification claiming attackers had compromised the retailer's Snowflake data instance.
Nike Q1 FY2026 earnings due after close on 1 October
Nike was scheduled to report fiscal first-quarter earnings after market close on 1 October 2026, with coverage noting expectations of continued year-on-year sales declines; NKE was identified as the directly affected instrument, though no pre-release price movement was reported.
Greggs to close four factories, cutting up to 740 jobs
Greggs plans to shut four UK manufacturing sites over two and a half years, at an initial cost of £60m, as it warns of greater inflationary pressures in 2027.
Alaska Airlines reveals premium cabin overhaul across Alaska and Hawaiian brands
Alaska Airlines Group (ALK) announced a cabin renovation programme on 29 September 2026 covering its Alaska and Hawaiian Airlines fleets, including new suites, a premium economy class, new lounges in Seattle and Honolulu, and international route expansion, presented at the company's investor day.