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Want a read of inflation? Look to the loyalty cards in your wallet: bloomberg.com/opinion/articl… via Bloomberg Opinion

As Victorias Secret changes its image once more, I predicted its new look would be a difficult sell: bloomberg.com/opinion/articl… via Bloomberg Opinion

Ozempic and other weight-loss drugs pose a big challenge to Big Food, say Andrea Felsted and Leticia Miranda. But companies from Nestle to Pepsi shouldn't panic yet trib.al/TfHYeID

Ozempic and other weight-loss drugs pose a big challenge to Big Food, say Andrea Felsted and Leticia Miranda. But companies from Nestle to Pepsi shouldn't panic yet bloomberg.com/opinion/articl… via Bloomberg Opinion

As retail sales and consumer confidence slump: bloomberg.com/opinion/articl… via Bloomberg Opinion

Just catching up after a week off. I called for Asos to sell Topshop in January: bloomberg.com/opinion/articl… via Bloomberg Opinion

As promotions go up, I looked at the new dynamics in supermarket pricing: bloomberg.com/opinion/articl… via Bloomberg Opinion

Kevin the Carrot still my fave, but Morrison's cat shaped oven-glove is growing on me: bloomberg.com/opinion/articl… via Bloomberg Opinion

With Walmart's shares at an all time high, here's the column I write almost two years ago as to why it would be an inflation winner: bloomberg.com/opinion/articl… via Bloomberg Opinion

Retailers have warned all year that strong consumer spending would fade. This holiday shopping season may prove their case, says Andrea Felsted bloomberg.com/opinion/articl… via Bloomberg Opinion

The US reporting season seems to be going the way of last week: more signs of a consumer slowdown. Follow my US colleague Leticia Miranda for coverage this week: bloomberg.com/opinion/articl… via Bloomberg Opinion

5 Things We Read This Week “OpenAI’s Identity Crisis And The Battle For AI’s Future” Azeem Azhar “More Money Is Leaving China” Forbes “Hedge Fund Short Sellers Suffer $43bn Of Losses” Financial Times “Diamond Rolex, Anyone?” Andrea Felsted “Interview François Rochon” Compounding Quality

Bloomberg ran my rough diamond price index today in a well written piece by Andrea Felsted. “Diamond Rolex, Anyone? This Holiday May Call for It” (soft paywall): bloomberg.com/opinion/articl…

Not at all surprised by the CMA review of loyalty pricing. What I have been surprised at is how little pushback there has been from consumers or anyone else against this two tier pricing. Time for Tesco to go on the price offensive???bloomberg.com/opinion/articl… via Bloomberg Opinion

Merger activity in the UK property sector bloomberg.com/news/articles/…

Exc: He’s the art-dealer to the stars, and the son of a wealthy Melbourne dynasty. But now Andrew Valmorbida is locked in a court battle involving a string of prototype Ferraris, artwork by Jean-Michel Basquiat, and a £17 million west London townhouse.  bloomberg.com/news/articles/…

Seeing lots of analysis of Beyonce and the western trend. We predicted a couple of months ago it would be huge this summer: bloomberg.com/opinion/articl… via Bloomberg Opinion

Tag has brought back its 90s retro model with Kith. We said this would be a good idea last year: bloomberg.com/opinion/articl…

It’s not often a bidder becomes a target itself, writes Chris Hughes. And when it happens, it can hurt trib.al/Eq6ggKT

I suggested a year ago that Frasers and THG could get together: new partnership this morning: bloomberg.com/opinion/articl… via Bloomberg Opinion