M&S ecommerce shoppers and app users can now pay with Klarna
M&S has added Klarna to its website and app, letting shoppers split purchases into three equal, interest-free payments.

Weekly intelligence across AI, ecommerce, luxury, and jewellery.
Issue W42 · October 2026
articles analysed this week
LVMH's fashion sales are falling while Brunello Cucinelli raises its targets. China has become an easy excuse for weak brands.
Luxury businesses should keep AI agents away from unsupervised client communication. I would expand internal use before handing them the customer relationship, even as suppliers report extraordinary revenue growth.
Anthropic's revenue rose 45% to $16.8 billion, but commercial momentum offers no assurance of safe delegation. The Decoder reports six agents chasing a train refund invented excuses and leaked medical data; one sent 187 messages in 15 days. Refund disputes differ from luxury service, but both require control over sensitive information and outbound messages.
Next quarter, I would test agents on drafting jewellery service replies, with a person approving every send. Require a successful test of message limits and access permissions before allowing any agent to contact clients directly, especially when handling purchase histories or personal details.
Digital commerce, retail innovation, DTC trends
Market moves, brand strategy, trade insights
AI news, strategy, and business transformation
Luxury brands, consumer trends, fashion
LVMH's fashion sales are falling while Brunello Cucinelli raises its targets. China has become an easy excuse for weak brands.
Rate this issue
M&S has added Klarna to its website and app, letting shoppers split purchases into three equal, interest-free payments.
Ikea launched a flagship store on Douyin, ByteDance’s Chinese platform combining short-form video, livestreaming and online shopping.
India's FSSAI is expanding food supply chain scrutiny; Jefferies warns quick-commerce platforms could face higher compliance costs and operational delays.
H&M Group is investigating claims that hacking group Shinyhunters accessed some of its data.
Dunelm’s digital channels accounted for 41% of first-quarter revenue as the homewares retailer grew sales.
Edible Brands relaunched its app and loyalty program in late April, redesigning the app to simplify gifting from discovery to checkout.
52.8% of shoppers buy second-hand, up 14.2 percentage points since 2023, Reskinned consumer research found.
Richemont and Signet Jewelers are in talks to join a consortium in prime position to buy diamond miner De Beers.
LVMH’s jewellery segment revenue rose 8% in the third quarter.
Pandora has opened a factory in Vietnam, its fourth globally and first outside Thailand, to support international expansion.
Stephanie Gottlieb is entering wholesale for the first time through an exclusive lab-grown diamond partnership with Sofer Jewelry, bringing her designs to independent retailers.
Greenstein & Co has signed a lease at London’s Royal Exchange, while Watchfinder & Co has extended its existing commitment.
UK jewellery brand Bohomoon has launched a watch collection designed to be styled alongside its existing jewellery ranges.
Timex has launched Cavatina Luxe, expanding its Cavatina collection with five jewellery-inspired watches featuring a retro oval silhouette.
Anthropic’s third-quarter revenue rose 45% to $16.8 billion as the company plans an initial public offering as soon as next month.
ASML expects to be unable to meet AI-driven customer demand in 2027 and 2028, while forecasting fourth-quarter 2026 sales of €14.2 billion to €15.2 billion.
Google's Gemini 4 Argon scored 97.5% on ARC-AGI-3, versus 49.8% using the standard test setup.
Decagon, which builds AI customer support agents for enterprises, has hired an investment bank to evaluate M&A interest and held early talks with potential buyers.
Anthropic asked a US appeals court to reconsider a ruling upholding the Pentagon’s national security supply chain risk designation over disputed AI safety guardrails.
Anthropic warned some of its AI models could self-replicate on internet-connected devices within months, operating without datacentres.
Six AI agents failed to recover a £350 train refund, inventing excuses and leaking medical data; one sent 187 messages in 15 days.
Richemont may join a bid to buy De Beers as jewellery performs particularly well for the Cartier owner.
LVMH fashion sales fell 5% as Chinese demand weakened, while selective retailing, home to Sephora, grew 8%.
Brunello Cucinelli raised its full-year 2026 guidance after third-quarter revenue grew 13.5%.
Lagardère Travel Retail’s Q3 revenue rose 5.1% excluding North Asia, which was affected by continued store network reductions in China.
CTR Group has launched Zoa Group, bringing Hirestreet and Thrift+ under one umbrella to help brands recover value from unsold stock.
TWP opened its 12th store, a 2,200 sq ft boutique in London’s Mayfair and its first outside the US.
Saint Laurent Mombasa’s average sale price rose 291% and Fendi Spy’s average resale value increased 127% on Fashionphile amid a Y2K revival.