Musings on Markets

AUGUST 19, 2024

In fact, the business life cycle has become an integral part of the corporate finance, valuation and investing classes that I teach, and in many of the posts that I have written on this blog. Tech companies age in dog years, and the consequences for how we manage, value and invest in them are profound.

Corporate Finance 101

Corporate Finance Valuation Investments Finance 101

CFO News Room

NOVEMBER 15, 2022

Slumping markets have investors pulling back from funding startups that make internet-connected devices for retailers, threatening to choke an innovation pipeline for emerging tools like smart shopping carts and inventory management robots. Over the same period, investment dollars in IoT startups fell 57.2% billion, PitchBook said.

Startups 100

Startups Retail Economics Technology 100

PYMNTS

APRIL 13, 2020

Prepare for a big week of retail data, all of it unprecedented in light of the COVID-19 pandemic. Starting with the Commerce Department retail sales data on Wednesday, retailers will get a sense of how much consumers are spending and the retailers they are spending with. For retailers, there are no surprises from March.

Retail 86

Retail Sales Numbers Economics 86

PYMNTS

SEPTEMBER 13, 2019

Brick-and-mortar retailers are doubling down on digital as they look to staff their stores for the busy holiday shopping season. Target , for instance, plans to bring on over 130,000 seasonal team members, with “a twofold increase in the number of roles focused on fulfilling digital orders from its stores.”.

Retail 97

Retail CFO Technology Planning 97

PYMNTS

MAY 15, 2020

The experts were expecting a weak retail sales report when the numbers hit the wires earlier today (May 15) – but even in an environment of diminished expectations, the number reported by the Census Bureau was a disappointment. Year on year, retail sales fell 21.5 GDP, took a 16.4 percent decline logged in March.

Sales 92

Sales Retail Economics Forecasting 92

PYMNTS

OCTOBER 8, 2020

41%: Portion of banks focusing their investments on KYC automation. 2.2B: Number of consumers targeted with COVID-19-related phishing schemes. Data: $509: Average amount that millennials spent on Black Friday in 2019. 67%: Share of shoppers still concerned about the health risk of returning to pre-pandemic shopping behaviors.

Retail 93

Retail Numbers Investments Banking 93

PYMNTS

JUNE 29, 2020

The companies, ranging from restaurants to rental companies and retailers, have not seen any of the “dry powder,” or the money that the private equity owners have committed to funds that haven’t yet been spent. trillion, a record number, as of June, WSJ reported. The worldwide pile was at around $1.45 Ares Management Corp.,

Investments 69

Investments Retail Numbers 69

PYMNTS

MARCH 6, 2020

But how does it look by the numbers? The typical American household spends $65,960 per year, the largest share of which goes toward retail spending — 30.8 percent of total consumer retail sales as of 2019 and nearly half (49.4 eCommerce retail sales. gross retail sales were $86 billion. percent) of all U.S.

Numbers 77

Numbers eCommerce Healthcare Sales 77

PYMNTS

NOVEMBER 12, 2020

100 : Minimum number of locations at which “Ulta Beauty at Target” will debut. 64% : Portion of B2B firms that plan to increase their eCommerce investments. 6 : Average number of banks global companies work with for cross-border payments. 18T : Predicted value of B2B transactions made via an instant payment in 2025.

B2B 84

B2B Retail eCommerce Numbers 84

PYMNTS

MAY 19, 2020

The results reversed a trend from last quarter, where the chain was one of many physical retailers facing a tepid holiday season that missed analyst expectations for sales, comparable-sales growth and earnings across the board. But things have reversed dramatically for the retailer amid the COVID-19 pandemic. percent to $134.6

Retail 88

Retail Restructuring CFO eCommerce 88

PYMNTS

MARCH 12, 2020

In an interview with Karen Webster, David Weidner, senior director of Pelion Market Development at Arm , said that that data combined with machine learning (ML) is the key for retailers to build personalized shopping experiences across physical and online settings. Well, a lot of projects have failed because there is no return on investment.

Retail 73

Retail eCommerce Numbers Sales 73

Barry Ritholtz

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. What Works on Wall Street was the first quantitative equity investing work, more or less for the layperson.

Investments 64

Investments Benchmarking Valuation Math 64

CFO News

AUGUST 29, 2024

Reliance Industries Chairman Mukesh Ambani stated that Reliance Retail ranks in the top five global retailers by store count and in the top 30 by revenue. The company invested Rs 4,330 crore in the last financial year, leveraging equity and debt, and transferred supply chain assets to Reliance Logistics and Warehouse Holdings.

Retail 40

Retail Numbers Leverage Investments 40

VCFO

JUNE 2, 2023

Navigating a New Era of Retail – Three Financial and Operational Factors The market and operating environments of retail businesses have undergone dramatic transformations since the turn of the millennium; transformations that accelerated significantly more with the outset of the COVID pandemic.

Retail 64

Retail Finance Leverage Technology 64

CFO News Room

DECEMBER 4, 2022

Economists expect the Fed’s tighter money policy will ultimately result in negative monthly payroll numbers, but not yet. She said the number of workers out for illness could continue to be a factor, and there have been more announcements of hiring freezes. “The same thing is true in the shipping industry.”

Forecasting 130

Forecasting Construction Retail Numbers 130

PYMNTS

FEBRUARY 20, 2020

And while not every effort has been a world-beating success, unlike many of its fellows in the world of brick-and-mortar retail, it certainly can not be said that IKEA has failed to be proactive in the face of a rapidly shifting commerce ecosystem. If that is the case, well, successful ideas in retail have a habit of being contagious.

Retail 75

Retail Currencies Construction eCommerce 75

CFO News Room

DECEMBER 14, 2022

With interest rates already taking a toll on housing, consumer spending and business decisions on hiring and investment remain critical to the economic outlook. The real retail sales indicator improved from a negative trend to a neutral trend. Retail Spending Was Strong in October, but the Trend Is Flat.

Economics 130

Economics Manufacturing Sales Retail 130

PYMNTS

NOVEMBER 23, 2020

The National Retail Federation (NRF) said it predicts retail sales across the U.S. billion in retail sales and an increase of 3.5 billion in retail sales and an increase of 3.5 The shutdowns and stay-at-home orders from last spring have stunted some of the growth, with some smaller retailers still struggling.

Sales 100

Sales Retail eCommerce Numbers 100

CFO News Room

JANUARY 21, 2023

related investing news Alphabet — The Google parent saw shares rise 3.6% Nordstrom — Shares of the retailer fell 7% in premarket trading after Nordstrom announced that its holiday sales fell 3.5% In a statement, CEO Erik Nordstrom described the retail environment as “highly promotional.” year over year.

Pharmaceutical 130

Pharmaceutical Forecasting Sales Retail 130

PYMNTS

AUGUST 17, 2020

The Commerce Department released July’s retail sales last week, showing an increase in seasonally adjusted retail spending – up 1.2 Analysts reported that physical retail sales, seasonally adjusted, were up 2.7 Analysts reported that physical retail sales, seasonally adjusted, were up 2.7 percent growth in June.

eCommerce 134

eCommerce Retail Sales Numbers 134

PYMNTS

NOVEMBER 9, 2020

The mall and outlet center real estate investment trust managed to post a profit despite a 91 percent occupancy rate and collecting on only 85 percent of its rents. By the numbers for Q3 Simon posted net income of $145.9 Simon Properties continues to defy the odds, posting a pandemic-depleted but profitable quarter Monday (Nov.

Retail 67

Retail Sales Forecasting Investments 67

PYMNTS

SEPTEMBER 22, 2020

In today’s top retail news, Philadelphia Real Estate Trust reopens its newest property, Ralph Lauren cuts its workforce and Mall of America offers space to local businesses. Philadelphia Mall Owner Takes Care Of Its Own. The combined dynamics of the digital shift and the pandemic have caught up to Ralph Lauren. Tuesday morning (Sept.

Retail 69

Retail eCommerce Planning Sales 69

CFO News Room

NOVEMBER 16, 2022

In the second post, I pointed to inconsistencies in how accountants classify operating, capital and financing expenses , and the consequences for reported accounting numbers. In the first session of my valuation class, I pose a question, “What comes more naturally to you, telling a story or working with numbers?”

Marketing 130

Marketing Valuation Advertising Numbers 130

PYMNTS

JULY 22, 2020

Once the show goes live, Popshop would provide a dashboard with the number of viewers, sales conversions and other KPIs. The investment will go toward hiring, building new features, developing live content and onboarding new sellers in preparation for the company’s public launch later this year.

Retail 85

Retail eCommerce Entertainment Advertising 85

Corporate Finance Lab

APRIL 16, 2023

As we appear to be past the hype, burning legal questions to understand the legal landscape for alternative investment funds, and in particular European SPACs come to the fore. One of these questions is whether European SPACs are subject to the Alternative Investment Fund Managers Directive (AIFMD)? SPACs typically work as follows.

Mergers and Acquisitions (M&A) 63

Mergers and Acquisitions (M&A) Investments Retail Economics 63

PYMNTS

AUGUST 5, 2020

In the current environment, of course, the pandemic decimated foot traffic across any number of verticals — restaurants and retailers come to mind, of course. On the latter front, Gaherity said embracing bill payments serves a way to meet the needs of the unbanked and underbanked population that numbers more than 85 million consumers.

Currencies 135

Currencies Advertising Numbers Retail 135

PYMNTS

OCTOBER 12, 2020

In a time of increasing change for retailers and consumers, the current global climate has begun accelerating the future of retail trends at a much quicker pace than previously envisioned. Lastly, Mao said Blackhawk is seeing that consumer interaction with retail apps is consistently rising. Capturing the New Customer.

Retail 126

Retail Budgeting Forecasting Currencies 126

Future CFO

AUGUST 3, 2023

Global VC investment dropped for the sixth consecutive quarter in Q2’2023 – falling from US$86.2 In Asia, VC investment fell for the 6th consecutive quarter, reaching only $20.1 The Americas accounted for the largest share of VC investment with $42.9 The Americas accounted for the largest share of VC investment with $42.9

Investments 52

Investments Concentration Startups Education 52

PYMNTS

FEBRUARY 1, 2021

You’d be forgiven if the tug of war between hedge funds and retail investors – and the soaring and swooning over GameStop and Dogecoin – would be top of mind in anticipation of a bubble taking shape that will, at some point, see either deflation or a pop. New year – and on Wall Street, perhaps the same bubble forming. No, not GameStop.

Investments 99

Investments Education Retail Marketing 99

Barry Ritholtz

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investments 59

Investments Currencies Financial Systems Marketing 59

PYMNTS

JANUARY 6, 2021

Thus far, the numbers do not bear out a massive uptake of a business model, that for the stakeholders, is essentially free (There are roughly 38 banks signed on and 5 million users of CoDi, as measured in late 2020). Solving For The Chicken And Egg Problem. But as Diaz stated, the model is based on sound economic principles.

Banking 145

Banking Planning Accounting Currencies 145

PYMNTS

JANUARY 8, 2021

The FinTech group is reportedly mulling setting aside a significant number of shares for users if it goes public, but it has yet to make any final decisions, according to Bloomberg, who cited unnamed sources. Robinhood ’s platform is popular with amateur retail investors, particularly millennials and Gen-Zers.

Compliance 145

Compliance Communication Retail Startups 145

CFO News Room

NOVEMBER 11, 2022

In my last post, I used Facebook’s recent troubles to talk about the importance of corporate governance, and how we, as investors, have abandoned the power to change management at many younger tech companies in return for being able to invest in young tech companies, with growth potential and well-regarded founders.

Accounting 130

Accounting Marketing Advertising Valuation 130

PYMNTS

NOVEMBER 17, 2020

billion to invest in its one-day delivery service of farm goods across China, among other projects. 16), Pinduoduo said it will use the money “to invest in agricultural logistics infrastructure and responsive manufacturing as consumer behavioral changes accelerate the online migration of retail.”.

Profit and Loss 90

Profit and Loss Manufacturing eCommerce Investments 90

Barry Ritholtz

FEBRUARY 17, 2023

Here’s your investing playbook. Bloomberg ) • Al Gore’s Struggles With ESG Show the Messiness of Green Investing : If the former veep’s Generation investment firm has trouble meeting lofty environmental and financial goals, who can? They have each other’s phone numbers.

Math 116

Math Advertising Investments Economics 116

Musings on Markets

NOVEMBER 15, 2022

In the second post, I pointed to inconsistencies in how accountants classify operating, capital and financing expenses , and the consequences for reported accounting numbers. That is because the answer will vary across people, with some exhibiting a more natural tendency towards story-telling and others towards working with numbers.

Valuation 94

Valuation Advertising Numbers Investments 94

CFO News Room

JANUARY 18, 2023

The question of whether a company is making or losing money should be a simple one to answer, especially in an age where accounting statements are governed by a myriad of rules, and a legion of number-crunchers follow these rules to report profits generated by a firm. The numbers yield interesting insights. .

Marketing 130

Marketing Hurdle Rate Investments Accounting 130