LINK Mobility vs Omnisend

LINK Mobility's climate targets validated by the Science Based Targets initiative

The Science Based Targets initiative has validated LINK Mobility’s near-term, long-term and net-zero greenhouse gas emission reduction targets.

Investor Presentation Released: LINK Mobility

AI parsed presentation narrative: LINK Mobility is reporting a 'growth inflection' point as it returns to organic gross profit growth, driven by a strategic shift toward high-margin CPaaS and AI-powered customer engagement. Management is leveraging a strong M&A pipeline and the successful integration of SMSPortal to offset volatility in traditional global messaging and accelerate the transition to richer, contextual communication channels. Key tailwinds mentioned: AI-Powered Engagement, Rich Messaging Adoption.

The Goldman Sachs Group, Inc. Disclosure in LINK MOBILITY GROUP HOLDING ASA- 10th July 2026

Disclosure of major holdings by The Goldman Sachs Group, Inc. in LINK Mobility Group Holding ASA.

Back-to-school spending 'moderate at best'

A Circana report warns that the 2026 back-to-school season will be “moderate at best,” with lower unit demand and revenue pressure driven in part by pricing. Circana found overall retail sales revenue fell 1% year-over-year in July and unit sales dropped 2%. Discretionary general merchandise dollar sales declined 4.3% for the four weeks ending Aug. 1, with unit demand down 3.9%. Circana says spending growth is concentrated among higher-income consumers who prioritize purchases. Additional data cited include Omnisend findings on parental financial stress and increased buy-now-pay-later use, and NRF/Prosper forecasts that K-12 spending could reach $43.3 billion in 2026.

• Circana reported the back-to-school shopping season will be “moderate at best.”
• Circana found overall retail sales revenue decreased 1% year-over-year in July, and unit sales dropped 2%.
• Discretionary general merchandise dollar sales declined 4.3% for the four weeks ending Aug. 1, and unit demand dropped 3.9%, per Circana.

Parents increasingly use BNPL for back-to-school shopping

A survey by Omnisend of 1,075 U.S. consumers found rising reliance on buy now, pay later (BNPL) for back-to-school purchases: 45% of households plan to use BNPL this season, up from 39% in 2025. About 40% of parents expect to be more financially stressed compared with last year. Nearly 20% of respondents expect to spend more than $1,000 on back-to-school items, and 44% anticipate spending over $500. Omnisend reports nearly one in three households expect BNPL to cover over half of school spending. To fund purchases, parents plan measures including cutting family activities, using credit, dipping into other savings or borrowing from friends/family.

• Omnisend surveyed 1,075 U.S. consumers about back-to-school spending.
• 45% of households plan to use BNPL for back-to-school purchases in 2026, up from 39% in 2025.
• About 40% of parents expect to be more financially stressed this back-to-school season than last year.