By Staff
Friday, May 27, 2022 12:10 AM
We're going to have two consecutive 50 basis point hikes over the next few meetings. If it's less, the market will think the Fed doesn't take [the economic situation and high inflation] seriously. If it's more, [the market] will think it's worse than we thought.
By Staff
Wednesday, May 25, 2022 12:07 AM
Amazon has been less successful where it concerns brick-and-mortar, having recently announced that it would close dozens of physical bookstores and mall pop-up kiosks to focus on other areas of the retail business. Still, Amazon’s physical stores generated roughly $4.68 billion in Q4 2021 as bets like Just Walk Out—and perhaps even barber shops—begin to gain traction.
By Staff
Wednesday, May 25, 2022 12:04 AM
Sure, retirement sounds great, especially seeing the commercials on TV where everyone is smiling …. splashing in the waters off the coast of some exotic island or having dinner out with friends every night. Are those commercials realistic? I’m not sure I want to do that much splashing. Physically, I’m not sure I could play golf every day without that darn hip flexor flaring up. Crazy as it sounds, I value a structured life.
By Staff
Tuesday, May 24, 2022 12:04 AM
Only a few retailers have built true omnichannel offerings, harnessed data at scale, and implemented agile ways of working throughout their organizations. To reverse the negative trajectory of recent years, bold action is needed: retailers must undertake a radical transformation of their tech function—both its architecture and its operating model.
By Staff
Friday, May 20, 2022 8:00 AM
This is a little bit of a retail apocalypse. It was Walmart (on Tuesday) and everybody thought it was a one-off. Now that Target missed earnings (by) a lot more than Walmart even did, they're scared that the consumer is not as strong as everybody thinks.
By Staff
Friday, May 20, 2022 12:04 AM
We faced unexpectedly high costs, driven by a number of factors, resulting in profitability that came in well below our expectations, and well below where we expect to operate over time.
By Staff
Thursday, May 19, 2022 12:04 AM
The prospect of inflation and rising interest rates hasn’t changed how we think about investing capital nor our investment approach.
By Staff
Wednesday, May 18, 2022 12:04 AM
I do not do social media with people that I work with. You don’t need to see what my mom ate for breakfast. And then I go into the office, and you’re like, your mom’s omelet looked delicious. No.
By Staff
Tuesday, May 17, 2022 12:04 AM
Retail follows consumers, rent growth follows both, and investors follow all three. It all comes down to diminishing supply with a consistent and growing demand from the user in the retail space.
By Staff
Monday, May 16, 2022 12:04 AM
CVS plans to shut down 10 percent of its retail stores and convert them to full-scale retail clinics. That means it’ll probably see more patient foot traffic, and along with it, more demand for flexible payment plans.
By Staff
Friday, May 13, 2022 12:04 AM
When you look at job openings relative to the number of unemployed individuals we're certainly in uncharted territory here. I've never really seen it like this in my lifetime.
By Staff
Thursday, May 12, 2022 12:04 AM
Because this virus is much more manageable … people are much more complacent. I understand that; we are going onto year three. People want to go back to enjoying the life they knew before this pandemic. At the same time, it's important that people realize we are still in a pandemic. … That is the reality. And it's not just shaped by what's happening here in the U.S. It's shaped by what’s happening around the world.
By Staff
Wednesday, May 11, 2022 12:04 AM
I think the biggest factor contributing to CVS’s growth is their continued shift to focusing on providing health services. This has been in the works for a number of years now.
By Staff
Tuesday, May 10, 2022 12:04 AM
We see recession risk over the next 12 to 18 months to be as high as about 30 percent. One of the key reasons for that is the Fed and other central banks appear dead set on getting inflation under control.
By Staff
Monday, May 9, 2022 12:04 AM
Whether for a family barbecue, returning to the office or senior prom, it seems like everyone is out shopping for something.