Why New York Just Banned Surveillance Pricing | Decoding Retail

Today's Decoding Retail shows regulators moving into the data behind retail, as New York City bans surveillance pricing and the FCA sets UK sustainability reporting from 2027. Amazon opens Alexa texting for shopping, Target and Walmart rebuild their beauty aisles, and value keeps travelling at B&M and Tokmanni.

CHAPTERS

00:00 Intro

00:06 FCA confirms UK sustainability reporting rules

00:46 New York City bans surveillance pricing

01:26 Amazon opens Alexa texting for shopping

02:00 Target and Walmart overhaul beauty aisles

02:32 B&M revenue up 3.6% to £2.85bn

02:52 Tokmanni Q3 revenue up 2.9%

03:18 Rimowa and Maison Margiela travel set

04:04 Tesco widens free Pampers preemie nappies

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SOURCES

- the FCA: FCA Requires Listed Retailers to Report UK SRS From January 2027 https://www.fca.org.uk/publications/policy-statements/ps26-19-aligning-listed-issuers-sustainability-disclosures-international-standards

- New York City Council: New York Bans Surveillance Pricing; Second US City After Seattle https://legistar.council.nyc.gov/LegislationDetail.aspx?ID=8027985&GUID=A6815BBB-AC2B-487F-A27B-46449A644474

- Amazon: Amazon Rolls Alexa Shopping to 13 Countries; Text Requests Reach All Users https://www.aboutamazon.com/news/retail/alexa-for-shopping-text-to-shop

- Modern Retail: Target and Walmart Beauty Overhauls Force CPG Brands to Rethink Distribution and Media Spend https://www.modernretail.co/operations/big-box-briefing-how-targets-and-walmarts-beauty-department-makeovers-are-reshaping-brand-strategies/

- B&M European Value Retail (via Investegate RNS): B&M H1 Revenue Rises 3.6% to £2.85bn; All Divisions Post LfL Growth https://www.investegate.co.uk/announcement/rns/b-m-european-value-retail-s-a-di---bme/fy27-interim-results-/9871248

- Tokmanni Group: Tokmanni Q3 Revenue Up 2.9% to €445.2m; Dollarstore Drives Growth https://tokmannigroup.com/en/newsroom/tokmanni-group-corporations-business-review-january-september-2026/

- FashionUnited: Rimowa and Maison Margiela release limited-edition travel set https://fashionunited.uk/press/fashion/rimowa-and-maison-margiela-release-limited-edition-travel-set/2026111391385

- Retail Times: Tesco widens access to free Pampers premature baby nappies to support families https://retailtimes.co.uk/tesco-widens-access-to-free-pampers-premature-baby-nappies-to-support-families/

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The Retail Podcast is retail intelligence for senior retail leaders: executive interviews, the Decoding Retail daily briefing and Five Things Friday.

Host: Alex Rezvan, former Retail Industry Director, UK, at Microsoft.

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