Energy is eating the shopping budget just as the rules of buying change.

Three shifts will shape retail and consumer brands to 2028: energy-led inflation, import duties on firmer legal ground, and AI shopping agents. Each moves margins, and each needs a decision before the spring buying cycle.

The CEO page · three shifts, what they mean, what to decide

01Prices

Energy, not food, is now driving inflation and draining discretionary budgets.

02Tariffs

US tariffs now rest on firmer law, and cheap parcels pay duty on both sides of the Atlantic.

03Agents

AI shopping agents won a key court ruling, and Adobe expects their traffic to more than double.

For subscribers

The full brief, the strategy pack, the watchlist and our scored calls are for subscribers.

See plans Sign in

Plans

Read it yourself, or bring your team.

Founding reader

€290 / year

The full Individual plan at a founding rate, held for as long as you stay subscribed. For the first 100 readers only.

Join the founding list

Individual

€490 / year

The weekly Radar, every monthly Brief with its strategy pack, the watchlists, our scored calls and the full archive. Or €49 a month.

Join the founding list

Company

€7,500 / year

Everything above for up to fifteen readers, plus the quarterly 12–36 month outlook and a 60-minute briefing with your leadership team.

Join the founding list

Prices exclude VAT. The founding rate closes at 100 readers. Independent: no company pays to be covered, and no subscriber shapes the conclusions.

Not ready to subscribe? Join the founding list

Tell us your sector and plan, and we will be in touch.

Already a subscriber? Sign in