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Activist Pushes For A Sale — Is The Turnaround Just Beginning?

Consumer & Retail Ishan Majumdar -
Bath & Body Works (NYSE:BBWI) has suddenly become one of retail’s more interesting activist situations. Barington Capital has reportedly built a roughly 0.38% stake...

Walmart Earnings Preview: Can It Defy a Weakening Consumer?

Consumer & Retail Ishan Majumdar -
Walmart reports fiscal second-quarter results before the market opens on August 20, with investors expecting another quarter of steady growth from the largest retailer...
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Etsy Workforce Cuts: What The 12% Layoff Means For Investors

Consumer & Retail Ishan Majumdar -
Etsy (NASDAQ:ETSY) is cutting about 220 jobs, or roughly 12% of its workforce, under the Etsy Workforce Cuts plan,...

Amazon Earnings Preview: Can AWS Growth Outrun AI Spending?

Consumer & Retail Ishan Majumdar -
Amazon reports second-quarter results on July 30, one week after Alphabet delivered the clearest warning yet for the AI...

Nike China Strategy: Can Its Online Reset Restore Growth?

Consumer & Retail Ishan Majumdar -
Nike (NYSE:NKE) is making one of its boldest moves yet in China, and the Nike China Strategy now centers...

Alibaba Qwen3.8-Max: Can China Challenge Silicon Valley in AI?

Consumer & Retail Ishan Majumdar -
Alibaba Group (NYSE:BABA) has delivered a fresh jolt to the global artificial intelligence race. The Alibaba Qwen3.8 Max AI...

Smucker Hostess Deal Faces Reality After Twinkie Misstep

Consumer & Retail Ishan Majumdar -
The J. M. Smucker Company (NYSE:SJM) thought it had found a sweet new growth engine when it bought Hostess....

Nike Reports Tomorrow. Is It The PERFECT AI Rotation Trade Or A BIG Earnings Trap?

Consumer & Retail Ishan Majumdar -
Nike, Inc. (NYSE:NKE) reports fiscal Q4 earnings after the close on Tuesday, June 30, and this is not a...
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Activist Pushes For A Sale — Is The Turnaround Just Beginning?

Consumer & Retail Ishan Majumdar -
Bath & Body Works (NYSE:BBWI) has suddenly become one of retail’s more interesting activist situations. Barington Capital has reportedly...

Walmart Earnings Preview: Can It Defy a Weakening Consumer?

Consumer & Retail Ishan Majumdar -
Walmart reports fiscal second-quarter results before the market opens on August 20, with investors expecting another quarter of steady...

Etsy Workforce Cuts: What The 12% Layoff Means For Investors

Consumer & Retail Ishan Majumdar -
Etsy (NASDAQ:ETSY) is cutting about 220 jobs, or roughly 12% of its workforce, under the Etsy Workforce Cuts plan,...

Amazon Earnings Preview: Can AWS Growth Outrun AI Spending?

Consumer & Retail Ishan Majumdar -
Amazon reports second-quarter results on July 30, one week after Alphabet delivered the clearest warning yet for the AI...

Nike China Strategy: Can Its Online Reset Restore Growth?

Consumer & Retail Ishan Majumdar -
Nike (NYSE:NKE) is making one of its boldest moves yet in China, and the Nike China Strategy now centers...

Alibaba Qwen3.8-Max: Can China Challenge Silicon Valley in AI?

Consumer & Retail Ishan Majumdar -
Alibaba Group (NYSE:BABA) has delivered a fresh jolt to the global artificial intelligence race. The Alibaba Qwen3.8 Max AI...

Smucker Hostess Deal Faces Reality After Twinkie Misstep

Consumer & Retail Ishan Majumdar -
The J. M. Smucker Company (NYSE:SJM) thought it had found a sweet new growth engine when it bought Hostess....

Nike Reports Tomorrow. Is It The PERFECT AI Rotation Trade Or A BIG Earnings Trap?

Consumer & Retail Ishan Majumdar -
Nike, Inc. (NYSE:NKE) reports fiscal Q4 earnings after the close on Tuesday, June 30, and this is not a...

Is Ross The Anti-Amazon Retail Story With A REAL Valuation Catch Now?

Consumer & Retail Ishan Majumdar -
Ross Stores (NASDAQ:ROST) is doing something that sounds almost impossible in modern retail. It is growing strongly without a...

The FTC Is Coming For Amazon’s Sponsored Ads

Consumer & Retail Ishan Majumdar -
Amazon.com, Inc. (NASDAQ:AMZN) may have a new headache, and this one sits right inside something millions of shoppers see...

Amazon Just Paid BILLIONS For Glass. The AI Bottleneck NOBODY Is Talking About!

Consumer & Retail Ishan Majumdar -
On Monday, Amazon announced a multiyear, multibillion-dollar agreement with Corning. Corning will supply optical fiber, cable and connectivity products...

Did Ingredion Find A Mispriced Path Into Higher-Value Ingredients?

Consumer & Retail Ishan Majumdar -
Ingredion (NYSE:INGR) has moved into deal mode with a recommended all-cash offer to acquire Tate & Lyle (OTC:TATYY), valuing...
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