Articles on
Finance
Looking Back: A Great Holiday Season for Consumer Spending
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
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
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?
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?
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
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
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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A Retail Health Check
\”There are three kinds of lies,\” Mark Twain famously wrote over a century ago. \”Lies, damned lies, and statistics.\” The conventional media reporting on the ...
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