Articles on
Finance
Macy’s Beats Back Activist Attack
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
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
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
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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