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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