Articles on
Finance
Behind Amazon’s Thorny Profitability Problem
Adam Levine-Weinberg
June 7, 2022
To nobody’s surprise, the Covid-19 pandemic gave Amazon a huge market share boost. So far, the ecommerce giant has been able to maintain most of ...
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Macy’s Beats Back Activist Attack
Adam Levine-Weinberg
March 13, 2022
Last fall, investment fund Jana Partners launched an activist campaign at Macy’s. The fund aimed to double Macy’s share price by separating the department store’s ...
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Separate Is Not Equal
Rich Pedott
March 8, 2022
In a world where ecommerce has become mainstream and retailers raced to build unified commerce business models, some brands are starting to consider returning to ...
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Maybe It’s Not Inflation, but an Economic Recalibration
RoxAnna Sway
February 15, 2022
What if the current price increases American consumers are experiencing are not temporary, caused by inflationary pressures, but instead are signs of a once every ...
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Looking Back: A Great Holiday Season for Consumer Spending
Andrew Mantis
February 8, 2022
The numbers are in, and 2021 consumer holiday spending did not disappoint. In fact, 2021 holiday sales knocked many analysts’ projections out of the water. ...
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Kohl’s Under Pressure
Adam Levine-Weinberg
February 2, 2022
A year ago, Kohl’s beat back a campaign by four activist investment funds to unseat its board and shake up its operations. The activists settled ...
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BNPL Is No Panacea for Retailers
Adam Levine-Weinberg
January 28, 2022
Over the past two years, buy now pay later (BNPL) services have rapidly gone mainstream in the United States. As recently as 2019, U.S. BNPL ...
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What Is Macy’s Thinking?
Gwen Morrison
November 30, 2021
Just as Macy’s announced impressive earnings, which pushed its stock price up 21 percent, a boardroom drama intensified, spurred by an activist investor. The proposal ...
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