Marks & Spencer has topped the list of the strongest brands in the UK for the fourth year running.The top ten, compiled by YouGov’s BrandIndex tool, shows M&S with an overall index score of 52.7, ahead of Ikea with 45.6.Retailers John Lewis and Boots also made the list, in fourth and ninth place, respectively.M&S CEO Stuart Machin said “We deeply appreciate being named the UK’s Best Brand by YouGov for the fourth year in a row.“This one means a lot, because it’s based on what our customers say about us. You ...

Daniel Kretinsky is also the largest shareholder in Sainsbury’s and holds a 27pc stake in West Ham United - David W Cerny/Reuters The billionaire owner of Royal Mail has taken a £320m dividend from his UK power business after it earned tens of millions of pounds from wasted wind. EP UK Investments – which is controlled by Daniel Kretinsky, the Czech tycoon – paid out the sum in 2024, recently published accounts showed. His dividend rose from £50m the previous year. Mr Kretinsky’s EP UK owns stakes in e ...

Core Insights - PayPoint Plc reported a resilient half-year performance with significant progress on key growth projects despite a challenging economic backdrop [1][3][33] - The company anticipates underlying EBITDA for FY26 to exceed the previous year, although achieving the £100 million target may take longer than expected due to operational disruptions and slower growth in new business pipelines [4][34] Financial Highlights - Revenue increased by 6.7% to £144.1 million compared to £135.0 million in H1 FY25 [2] - Net revenue remained stable at £84.7 million, a slight increase of 0.1% from £84.6 million [2] - Underlying EBITDA decreased by 0.5% to £37.3 million, while underlying profit before tax fell by 4.5% to £25.7 million [2][6] - Profit before tax dropped by 13.9% to £19.9 million, with diluted underlying earnings per share down 2.6% to 26.7 pence [2][6] - Net corporate debt decreased by 3.2% to £84.0 million from £86.8 million [2][6] Business Performance - The Shopping division's net revenue increased by 0.6% to £33.1 million, while the E-commerce division saw a 7.5% rise to £8.6 million [10][11] - Payments & Banking division net revenue grew by 4.4% to £26.0 million, and Love2shop division net revenue decreased by 9.6% to £17.0 million [13][14] - Collect+ parcel transactions grew by 20.0% to 74.3 million, supported by a strategic investment from Royal Mail [12][47] Key Growth Projects - The successful launch of the BankLocal service for Lloyds Banking Group, enabling cash deposits via app across over 30,000 locations, processed over £10 million in deposits since launch [21][22][43] - Royal Mail's strategic investment in Collect+ valued at £90 million, with plans to expand Royal Mail services across the network [24][25][47] - The partnership with InComm Payments has led to a 43.5% increase in Love2shop physical gift card billings [27][56] Challenges and Strategic Focus - The company faced challenges from the disruption caused by the harmonization of InPost and Yodel services, impacting parcel volumes [16][49] - Focus areas for the second half include cost discipline, project execution, and operational agility to adapt to market conditions [8][36] - The obconnect business is refocusing on growth areas after disappointing opportunities in Verification of Payee [17][51] Future Outlook - The company aims for net revenue growth of 5% to 8% per annum through enhanced operational frameworks and automation [37][38] - Plans for a share buyback program and a reduction of at least 20% of issued share capital are in place to enhance shareholder returns [39]

Core Insights - Wix.com Ltd. has announced full integration of Royal Mail into its Wix Shipping platform, facilitated by its partner Shippo, allowing UK merchants to automate their shipping processes [1][3] Group 1: Company Developments - The integration enables UK businesses to transition from manual Royal Mail workflows to a fully automated system, enhancing operational efficiency [2] - Wix aims to provide exclusive pricing for merchants, allowing them to concentrate on business growth rather than logistics [2] - The partnership with Shippo enhances Wix's shipping capabilities, offering greater automation and flexibility for merchants in managing their orders [3] Group 2: Industry Context - Royal Mail is highlighted as a fundamental component of UK commerce, and the integration is designed to simplify shipping management for UK merchants [3] - Wix positions itself as a leading platform for digital presence, combining advanced AI and robust business solutions to empower users [4]

Core Viewpoint - United Parcel Service Inc (UPS) has indicated that global trade turbulence continues, particularly due to new tariff rules affecting trade between China and the U.S., leading to a significant decline in trade volume [1][5]. Group 1: Trade Impact - The China-to-U.S. trade lane experienced over a 20% decline in the third quarter, with expectations for continued downturn into the fourth quarter [1]. - The elimination of the de minimis exemption has disrupted shipping networks, causing some mail systems to halt shipments to the U.S. [2]. - Customs delays and increased costs are being felt by small- and medium-sized exporters due to these changes [3]. Group 2: Automation and Adaptation - UPS has increased automation in customs clearance, with daily packages requiring clearance rising from 13,000 in March to 112,000 in the third quarter, with nearly 90% now cleared automatically [3]. - While some small and medium businesses (SMBs) are managing the changes effectively, others are facing significant challenges [4]. Group 3: Future Outlook - UPS anticipates that the full impact of the tariffs will be felt in 2026, indicating a long-term adjustment period for trade flows [5]. - The company expects the tariff fallout to reduce fourth-quarter profits by up to $100 million, highlighting the complexity of the situation [5].

Core Insights - Royal Mail has announced a partnership with TikTok Shop, enabling sellers on TikTok's e-commerce platform to utilize Royal Mail's delivery network [1] Group 1 - The partnership aims to enhance the logistics capabilities for TikTok Shop sellers, providing them access to Royal Mail's parcel collection and delivery services [1] - This collaboration reflects the growing trend of social media platforms integrating e-commerce functionalities, allowing for a seamless shopping experience [1] - Royal Mail's involvement in this partnership may help improve its market position in the competitive logistics sector [1]

Core Insights - The 2025 Corporate Reputation Index reveals the UK's top 100 companies based on consumer perceptions, with Lego, Lush, Patagonia, and Sony leading the rankings, while X, Evri, Royal Mail, and Ryanair are at the bottom [1][2][3] Company Rankings - The top-ranked companies include: - Lego (1st, score: 81.8) - Lush (2nd, score: 81.6) - Patagonia (3rd, score: 80.2) - Sony (4th, score: 80.1) - M&S (5th, score: 80.1) [7] - The bottom-ranked companies include: - X (100th, score: 56.6) - Evri (99th, score: 60.8) - Royal Mail (98th, score: 61.9) - Ryanair (97th, score: 62.0) [9] Industry Trends - A divide is noted between companies that produce tangible products and those where consumers are the product, with technology and consumer electronics companies performing strongly [3] - Challenger banks like Chase (19th) and Monzo (21st) are gaining ground against traditional banks, indicating a shift towards digital-first innovation in financial services [5] - Discount retailers such as Aldi (17th) and Lidl (28th) are perceived positively, leveraging price as an ethical act, contrasting with traditional grocers [5] Consumer Sentiment - Companies perceived as adding value through reliable products and services are rewarded, while social media companies like X, Meta, and TikTok face reputational challenges due to issues related to content, safety, and governance [3][5] - The report emphasizes that reputation is crucial for companies to navigate crises and maintain consumer trust, especially in the current economic climate [4]

Core Insights - PayPoint Plc and International Distribution Services (IDS) have announced a strategic investment in Collect+, acquiring a 49% stake for £43.9 million, valuing Collect+ at £90 million [2][4] - The partnership aims to enhance Collect+'s growth and position as a leading out-of-home (OOH) store network in the UK, with plans to upgrade 500 sites to offer Royal Mail services and expand further over the next year [3][4] Financial Implications - PayPoint will propose a special dividend of 50.0 pence per share and a share consolidation of 12 for 13, subject to shareholder approval at a Special General Meeting on 17 October 2025 [5][11] - The transaction is expected to enhance earnings per share (EPS) in the first full year to March 2027, driven by the special dividend, share consolidation, and anticipated growth in Royal Mail service volumes through the Collect+ network [5][12] Operational Developments - Collect+ currently operates over 14,000 OOH locations in the UK, with nearly 8,000 offering Royal Mail services, and plans to roll out Royal Mail Shop branding across these sites starting in October [3][4] - The introduction of Royal Mail over-the-counter services and self-service kiosks is expected to improve customer convenience and expand service offerings [6][7] Shareholder Returns - The total return to shareholders for the current financial year is projected to exceed £90 million, combining the special dividend, ordinary dividend, and ongoing share buyback [6][8] - The special dividend is contingent upon shareholder approval and is expected to be paid on 31 October 2025, following the completion of the share consolidation [13][14]

Core Points - DHL Group's Post & Parcel Germany division will resume shipments of postal packages to the U.S. and Puerto Rico for business customers starting Thursday [1] - The resumption follows a four-week suspension due to changes in U.S. customs regulations after the removal of the duty-free de minimis provision [2][3] - DHL has revamped its data collection, customs reporting, and payment processes to comply with new U.S. customs regulations [4] Service Details - DHL customers can utilize the "Postal Delivered Duty Paid (PDDP)" service for mailing goods to American businesses, which was previously available only for shipments to the U.K., Norway, and Switzerland [5] - The PDDP service requires merchants to cover all import duties in advance, and accurate customs data must be provided for each item [6] - The cost of the PDDP service is 2 Euros ($2.36) per shipment, with additional fees passed on to business customers without markup [7]

Corporate Finance - IDS (Royal Mail) plans to issue two benchmark-sized euro bonds [1] - This marks IDS's first debt sale since being acquired by Czech billionaire Daniel Kretinsky [1]