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Company

GlobalData

GlobalData plc is a UK-based data analytics and consulting firm providing market research, forecasts and insights across retail, tech and healthcare.

Known aliases

  • GlobalData plc

Current stories

productConfirmed17 publishers

Memory costs push Samsung's 1TB Galaxy S26 Ultra to $1,999 seven months after launch

Samsung added $100 to most Galaxy S26 phones and $200 to the 1TB Ultra in the US, the second rise this year for the base S26 and S26 Plus. For teams planning 2027 phone refreshes, the storage tier on each order now moves the price more than it did in the spring.

Perspective Coverage

17 publishers
Builder
Builder 12%
Operator
Operator 62%
Investor
Investor 26%

Reality

Evidence86
Adoption60
Hype gap+10
Incentives60
Confidence80
investConfirmed4 publishers

Nike lost over $3 of Greater China sales for each $1 North America added

Nike now expects fiscal 2027 revenue to fall after $11.21 billion in first-quarter sales missed estimates and Greater China sank 26% currency-neutral. Its Pace overhaul adds about $300 million of charges this fiscal year, with role cuts from 2027 and savings stretching to 2031.

Perspective Coverage

4 publishers
Builder
Builder 4%
Operator
Operator 36%
Investor
Investor 60%

Reality

Evidence74
Adoption
Not scored
Hype gap+5
Incentives35
Confidence68
investOne report1 publisher

Digital euro mandate hands eurozone merchants a free alternative to Visa and Mastercard by 2029

Eurozone businesses must accept the digital euro by 2029, a free payment option aimed at the 47% of card payment value that Visa and Mastercard process. Adyen, a pilot member, says merchant demand is still thin, so the networks are likelier to feel it in their fees before their share.

Publishers:fortune.com

Reality

Evidence55
Adoption12
Hype gap+25
Incentives65
Confidence50
investOne report1 publisher

Toys "R" Us returns with 120 stores that its former chief says may sell like a handful of old ones

Toys "R" Us is opening 120 US stores this holiday season aimed partly at adults, whose toy buying rose 25% in the first half. Its former chief estimates 100 of the smaller shops would sell what a handful of the old ones did, so the season is a test of a cheap format.

Publishers:fortune.com

Reality

Evidence55
Adoption
Not scored
Hype gap+25
Incentives45
Confidence55
investOne report1 publisher

Costco outsources its last mile to DoorDash and Uber

Costco's merchandise operation is built to break even. Most years its membership fees roughly equal its entire net income. A delivery fleet would have to come out of that line, so DoorDash and Uber get the work.

Publishers:fortune.com

Reality

Evidence58
Adoption62
Hype gap+10
Incentives45
Confidence62
investOne report1 publisher

Lululemon's highest-margin product fell 20% in the quarter before O'Neill took over

Leggings are about a third of Lululemon's $11 billion in revenue and its best margin, so a 20% quarterly drop accounts for more than half of the 12% North American comparable-sales decline Heidi O'Neill inherited on Tuesday.

Publishers:fortune.com

Reality

Evidence62
Adoption55
Hype gap+15
Incentives62
Confidence55
productOne report1 publisher

JLR rebuilds its product plan around 300,000 cars a year

The 4,000 redundancies fund £15bn to £18bn of product investment over five years, and the smaller volume base underneath them loads about a third more of that spend onto every car JLR sells.

Publishers:thenextweb.com

Reality

Evidence60
Adoption18
Hype gap+15
Incentives62
Confidence45
leadershipConfirmed4 publishers

Dyson's $500 CameraJet trades the floss for a camera and a change of toothpaste

Dyson's record says the difference between a category-maker and a write-off is whether the annoyance being solved was real. The CameraJet puts that judgement on public test. The engineering was never the hard part.

Perspective Coverage

4 publishers
Builder
Builder 35%
Operator
Operator 28%
Investor
Investor 37%

Reality

Evidence58
Adoption24
Hype gap+32
Incentives70
Confidence63
investOne report1 publisher

Beachwaver books about $2,000 of gross sales for every hour it stays on TikTok live

A quarter of the brand's $1 million of 2026 TikTok Shop sales came from live shows, and TikTok's own growth numbers say the category is expanding mainly by adding hours, which makes the staffed hour the thing to underwrite.

Publishers:cnbc.com

Reality

Evidence54
Adoption67
Hype gap+24
Incentives76
Confidence58
leadershipOne report1 publisher

TikTok Shop Is A Discovery Channel With A Payroll, And Amazon Still Takes The Order

Merchants put Amazon at about half of sales and TikTok Shop at 5 to 15 percent, while crediting TikTok for the growth in every other channel.

Publishers:forbes.com

Reality

Evidence42
Adoption66
Hype gap+28
Incentives76
Confidence52