Articles on
Finance
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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Are We Moving the ESG Needle Yet?
Bill D'Arienzo
November 23, 2021
Recently the CEO of a think tank heralded the outcomes of the Glasgow Summit “The roadmap and momentum are there; so, the big issue is ...
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Activists Chart an Uncertain Future for Macy’s
Adam Levine-Weinberg
October 18, 2021
Earlier this year, luxury retailer Saks Fifth Avenue announced plans to spin off its ecommerce business at a $2 billion valuation, backed by a $500 ...
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Don’t Sell the Return of Malls Short
Adam Levine-Weinberg
September 21, 2021
Of the roughly 1,000 malls in the U.S., more than a third are rated C or D, which are grades that indicate low sales productivity, ...
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