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Compliance_icon_gray
12:10 PM
And Two Years Later, The World Gets It
Financials_icon_gray
11:55 AM
We highlight those Financials that are worst positioned for the upcoming tax law changes.
Food_icon_gray
11:29 AM
Data from the Bureau of Labor Statistics today were positive, on the margin, for Quick Service restaurants.
Macro_icon_gray
10:49 AM
Not a lot has changed in the last few weeks.
Macro_icon_gray
10:49 AM
Not a lot has changed in the last few weeks.
Short_icon_gray
10:12 AM
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Health_icon_gray
09:28 AM
The positive catalysts may be short lived while the longer term dynamics driving pricing are negative.
Apparel_icon_gray
09:22 AM
Almost 14 months after the Amazon/Zappos deal was announced, we’re seeing some notable moves to strike brand exclusives and leverage both platforms. This is only the beginning. By the time this will be meaningful to AMZN’s P&L (which it ultimately will be), the impact on the footwear industry will be painful.