Tag: Consumer & Retail

Consumer & Retail

Technology & AIM&AConsumer & RetailHealthcareMicrocaps

Starbucks Chipotle Acquisition: Brian Niccol’s $50B Gamble?

M&A Ishan Majumdar -
Starbucks Corporation (NASDAQ:SBUX) could be considering one of the biggest acquisitions in restaurant industry history. Reports suggest the coffee...

PepsiCo Earnings Preview: Elliott Is Watching Snack Volumes

Consumer & Retail Ishan Majumdar -
PepsiCo reports third-quarter results on Thursday, October 8, with the earnings release and prepared remarks expected around 6:00 a.m....

Costco Earnings Preview: The Matter of Membership Metric

Consumer & Retail Ishan Majumdar -
Costco Wholesale reports fiscal fourth-quarter results after the market close today, with Wall Street looking for roughly $94.9 billion...

Nike Earnings Preview: What Will Prove The Turnaround?

Consumer & Retail Ishan Majumdar -
This Nike earnings preview begins with Nike reporting fiscal first-quarter 2027 results on October 1 after the close, and...

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....

Rogers MLSE Acquisition Tests Sports Media Ambitions

M&A Ishan Majumdar -
Rogers Communications (NYSE:RCI) just moved closer to full control of one of Canada’s most valuable sports platforms. The company...
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Starbucks Chipotle Acquisition: Brian Niccol’s $50B Gamble?

M&A Ishan Majumdar -
Starbucks Corporation (NASDAQ:SBUX) could be considering one of the biggest acquisitions in restaurant industry history. Reports suggest the coffee...

PepsiCo Earnings Preview: Elliott Is Watching Snack Volumes

Consumer & Retail Ishan Majumdar -
PepsiCo reports third-quarter results on Thursday, October 8, with the earnings release and prepared remarks expected around 6:00 a.m....

Costco Earnings Preview: The Matter of Membership Metric

Consumer & Retail Ishan Majumdar -
Costco Wholesale reports fiscal fourth-quarter results after the market close today, with Wall Street looking for roughly $94.9 billion...

Nike Earnings Preview: What Will Prove The Turnaround?

Consumer & Retail Ishan Majumdar -
This Nike earnings preview begins with Nike reporting fiscal first-quarter 2027 results on October 1 after the close, and...

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....

Rogers MLSE Acquisition Tests Sports Media Ambitions

M&A Ishan Majumdar -
Rogers Communications (NYSE:RCI) just moved closer to full control of one of Canada’s most valuable sports platforms. The company...