Articles on
Finance
The Golden Age of Home Improvement Is Over
					
			
																				
			Adam Levine-Weinberg		
				
																						
			June 20, 2023		
				
		
		
			For most of the past quarter century, Home Depot and Lowe’s have appeared to be unstoppable growth machines. Combined, the two home improvement giants grew ...		
					
					
														
									
								
													
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						The Retail Party’s Not Over…It Just Has a Different Menu
					
			
																				
			Warren Shoulberg		
				
																						
			February 21, 2023		
				
		
		
			A funny thing happened on the way to the next recession: the consumer said, “No thanks.” With surprisingly strong retail sales numbers for January, shoppers ...		
					
					
														
									
								
													
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						Private Equity Owners: Not Always Toxic for Retail
					
			
																				
			Adam Levine-Weinberg		
				
																						
			February 14, 2023		
				
		
		
			A spate of bankruptcies has plagued the U.S. retail landscape over the past decade. During this time, private equity firms have come under scrutiny due ...		
					
					
														
									
								
													
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						Winter Arrives for Ecommerce Darlings
					
			
																				
			Adam Levine-Weinberg		
				
																						
			December 14, 2022		
				
		
		
			Just a year or two ago, many people believed that the Covid-19 pandemic had sparked a massive, permanent acceleration of ecommerce adoption. This thesis became ...		
					
					
														
									
								
													
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						Shifting Economic Gears Present Challenges for Retailers
					
			
																				
			RoxAnna Sway		
				
																						
			November 30, 2022		
				
		
		
			The Federal Reserve has dramatically raised interest rates over the past few months focused on taming inflation. While some data [and hopeful thinking] suggest that ...		
					
					
														
									
								
													
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						Happy Holiday Shopping
					
			
																				
			Andrew Mantis		
				
																						
			November 15, 2022		
				
		
		
			It’s no secret the holiday season is a key sales period for retail, travel, and many other industries, so much so that these sales can ...		
					
					
														
									
								
													
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						How Has Inflation Affected Consumer Spending?
					
			
																				
			The Robin Report		
				
																						
			November 2, 2022		
				
		
		
			Across the United States, prices have been increasing across all industries. In July, inflation stood at 8.5%, down slightly from 9.1% in June -– the ...		
					
					
														
									
								
													
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						Target’s FAO Schwarz Partnership Is No Game Changer
					
			
																				
			Adam Levine-Weinberg		
				
																						
			October 30, 2022		
				
		
		
			Target has been one of the biggest winners in the toy business since the 2018 liquidation of Toys”R”Us. The demise of the only sizable national ...		
					
					
														
									
								
													
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