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Travel & leisure industry
Spain supplants UK as top hotel investment destination amid buoyant demand
Britain falls to second most appealing European country to deploy capital, according to CBRE survey
April 14, 2024
Mondelez International Inc
EU set to fine Oreo maker Mondelez for blocking cross-border sales
Probe finds snack maker tried to prevent products moving between countries so consumers could get lower prices
April 16, 2024
FT Live
Due Diligence Live
Where leaders in investment and finance meet
Tuesday, 8 OctoberLondon, UK
LexLive Nation Entertainment Inc
Live Nation deserves to face the antitrust music Premium content
An unwinding of the Ticketmaster deal no longer looks far-fetched
April 18, 2024
Lex PopuliPersonal Finance
Athleisure shares appear out of shape
...In the relatively young US sports betting industry, there is no time for self satisfaction....
March 29, 2024
LexNetEase Inc
‘World of Warcraft’ return to China will bring peace to NetEase investors Premium content
The gaming giant once made as much as 5% of its total sales from Blizzard games
April 13, 2024
Airlines
US airlines under fire for raising baggage fees again
...The airline industry is largely united in opposition to the rule....
March 10, 2024
FT Live
Future of Retail
Securing long-term business growth with technology innovation
Tuesday, 17 SeptemberLondon, UK
LexDollar Tree Inc
America’s dollar stores are struggling Premium content
People in the US are being squeezed to such an extent that they are spending less altogether
March 19, 2024
TGI Fridays Inc.
TGI Fridays’ US operations to have London listing
UK’s Hostmore, one of restaurant chain’s biggest franchisees, agrees £177mn reverse takeover in boost for City
April 16, 2024
LexUS retail
Why US department stores have most to fear as credit card debt sours Premium content
Investors should take a hard look at the core retail business and reset their expectations accordingly
April 5, 2024
Credit cards
Visa and Mastercard agree $30bn settlement over US transaction fees
Sellers will be able to charge different prices to consumers based on the card they use
March 26, 2024
Skechers USA Inc
Skechers’ family troubles
...Inc., a footwear company based in California, agreed to settle charges for failing to disclose payments for the benefit of its executives and their immediate family members....
March 8, 2024
Apple Inc
Apple removes WhatsApp from China store under pressure from Beijing
...The delistings came after China’s powerful internet regulator and the Ministry of Industry and Information Technology set a deadline of April 1 for apps operating in China to formally register with the government...
April 19, 2024
Tesla Inc
Tesla to cut 10% of global workforce
...The industry association expected Tesla to record sales of about 25,000 units in China this month, a 37 per cent decline from a year earlier....
April 15, 2024
Due Diligence
Private equity takes over golf Premium content
Plus, what Elon Musk’s $56bn pay reversal means for Tesla and a telecoms game of cat and mouse in Italy
February 1, 2024
LexRetail sector
Home Depot has bet $18bn on US housing market paralysis Premium content
Acquisition of building products supplier SRS Distribution will greatly expand company’s reach among contractors and builders
April 2, 2024
FT Live
Business of Luxury Summit
Gathering leaders in luxury for the 20th year
Sunday, 19 MayVenice, Italy
Retail & Consumer industry
The golden age of corporate pizza consumption transparency may be over
Domino’s fall
March 19, 2024
LexProperty sector
Holiday rental curbs won’t stop complaints about Airbnb Premium content
New English rules aim to tackle shortage of affordable homes but short-term letting companies have little to fear
February 24, 2024
EU tech regulation
EU probes Apple, Meta and Alphabet under landmark new law
...Possible outcomes aside, this move risks confirming industry fears that the DMA compliance process might end up being politicised.”...
March 25, 2024
Unhedged
Where Tesla departs from the Mag 7 Premium content
...Some investors are now privately warning about an “enormous misallocation of capital” across the industry....
April 3, 2024
Cryptofinance
BlackRock Buidls back better Premium content
...“I’ve been around this industry for a long time, and I’ve seen these trends come and go,” he told CNBC....
April 12, 2024
Private equity
Dealmaking slowdown leaves private equity with record unsold assets
...Last year, the combined value of companies that the industry sold privately or on public markets fell 44 per cent on 2022 to its lowest level in a decade....
March 11, 2024
Gender politics
Academics boycott Wiley gender journal after ‘anti-woke’ shift
Backlash highlights dilemmas of publishers trying to remain profitable in disrupted industry
March 15, 2024
Gillian Tett
Companies must rethink how they handle cyber risk
...More specifically, there is bipartisan concern that one factor behind the UnitedHealth saga is excessive industry consolidation....
April 18, 2024
Investing in funds
Index providers are massively dull — and massively profitable
...That means we actually have fairly detailed information about just how lucrative the industry is....
March 19, 2024
FT Alphaville
Doug Cifu has let FT Alphaville down
...It wouldn’t be tolerated in any other consumer-facing industry. . . . as long as French and German ATC don’t (expletive) it all up in March, April, May, I think all operators in Europe will be positioned...
March 13, 2024

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