00:00 Intro 00:05 ASOS returns to GMV growth 00:35 Aldi: Which? cheapest supermarket for 12 months 00:55 ABF annual report and the Primark demerger 01:18 FTC and 22 states on Amazon's ad auction 01:45 Walmart adds 300 Zipline drone sites 02:09 Visa: 42.8% of AI shopping test runs fail 02:29 Zalando Extended and its AI checkout agent 02:56 Shein expands its hub in Poland

Sources: - ASOS: ASOS Posts First Year-on-Year GMV Growth Since FY22; EBITDA Up 29% https://www.linkedin.com/posts/asos-com_today-we-published-our-fy26-financial-results-activity-7524070963538300928-GvhB - Aldi UK: Aldi Named Which? Cheapest UK Supermarket for 12 Consecutive Months https://www.aldipresscentre.co.uk/business-news/aldi-crowned-which-cheapest-supermarket-for-a-whole-year/ - Associated British Foods: ABF Publishes 2026 Annual Report With Update on Primark Demerger Plans https://www.linkedin.com/posts/associated-british-foods-plc_annual-report-2026-activity-7524048150240600064-V8VY - FTC: FTC and 22 States Allege Amazon Secretly Inflated Search Ad Auction Prices https://www.ftc.gov/news-events/news/press-releases/2026/11/new-details-emerge-amazon-ads-auction-rigging-case - Walmart: Walmart Adds 300 Drone Delivery Sites in Expanded Zipline Partnership https://www.linkedin.com/posts/walmart_were-taking-drone-delivery-to-new-heights-activity-7524261512199372800-Ka9Y - Visa: Visa Tests 22 AI Models on Shopping Tasks; 43% of Runs Fail https://investor.visa.com/news/news-details/2026/Visa-Releases-First-of-Its-Kind-Industry-Benchmark-for-AI-Shopping-Almost-Half-of-Test-Runs-Fail/default.aspx - Zalando: Zalando to Let AI Agent Shop External Sites; Westwing First https://corporate.zalando.com/en/financials/zalando-q3-2026-results - Shein: Shein Puts Another €500m Into Polish Hub; EU Investment Reaches €1bn https://www.linkedin.com/posts/shein_shein-sheinpoland-investment-activity-7524106202524569600-YzxW - RetailDetail EU, for the import duty point, which is its reporting and not Shein's: https://www.retaildetail.eu/news/fashion/shein-is-investing-an-additional-half-a-billion-in-poland-to-circumvent-european-import-duties/

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