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Activist Investors Drive Change at Whole Foods

We talk a lot about disruptors and how they have turned retailing upside down, challenging the very existence of entire industry sectors. So here’s another ...
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Are We Into Creative Destruction or Just Plain Destruction?

According to Moody’s Investors Service, 13.5 percent of their retail and apparel portfolio is distressed, compared to 16 percent during the Great Recession. This little ...
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The 21st-century economist understands cash on a global market scale. Trillions are sitting in accounts across the world. The largest global technology companies are sitting ...
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In Nabbing IT Cosmetics, L’Oréal Luxe Just Bought a 21st Century Seat at the Direct-Sales Table

Roughly 10 days ago, after returning home from a lengthy trip across the Pond, I reluctantly eyeballed a sizeable pile of mail (junk and legit), ...
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Debt Load Sinks Fairway. Who’s Next?

In a long-anticipated development, Fairway Market filed for Chapter 11 bankruptcy earlier this week. Supermarket operator Fairway might not be well known to those outside ...
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Investment Bellwethers: Four Pivotal Brands

Investor Headline: Slowing topline growth in tandem with increased marketing and IT spend leads to margin contraction and a disappointing bottom line. This is a ...
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Getting Defensive

When you’re under assault, build a bigger fortress. That’s what supermarkets in the U.S. are doing now as they come under siege from deep-discount stores, ...
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Haggen\’s Big Buy

In the brutal business world, the seemingly impossible sometimes happens: The small fish swallows the big one. This reversal of fortune usually happens when a ...
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