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Retail & Consumer industry
The golden age of corporate pizza consumption transparency may be over
...However you slice it, it’s a big drop versus 2022 (though if it is the max, more than Weiner managed during his pre-CEO days — inflation is probably a factor there): What to say?...
March 19, 2024
The Big Read
The dubious climate gains of turning soil into a carbon sink
...Big food companies are taking an interest in such practices, and not just for ecological reasons....
January 23, 2024
FT Live
FTWeekend Festival: U.S. edition
Where the Financial Times weekend paper comes to life
Saturday, 4 MayThe REACH, at the Kennedy Center for the Performing Arts, F Street Northwest, Washington, DC, USA
News in-depthWeight Watchers International Inc
WeightWatchers faces an era when weight loss comes in a syringe
...But within a year of the US Food and Drug Administration’s 2021 approval of the weight-loss drugs known as GLP-1 agonists, the threat of them breaking WW’s business model became clear....
April 9, 2024
The Art Market
Celebrity auctions boost sales in a turbulent year
...For the secondary market, the challenge will be how to manage the softening of the top end, which has masked problems lower down the food chain since the economic crash of 2008....
December 28, 2023
ReviewFilm
Barbie film review — Greta Gerwig’s day-glo comedy gives Mattel the last laugh
...Between the rolling skit on actual discontinued product lines (“Sugar Daddy Ken!”)...
July 18, 2023
LexFood & Beverage
Burger King: Kobza can flip chain sunny side up Premium content
...In the battle for US fast-food supremacy, Burger King’s rivals have taken a bite out of its market share....
February 14, 2023
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
FT Magazine
What does it mean to be a boy online in 2023?
...“K-S-I! K-S-I! K-S-I!” they chanted. At 10.30pm, after several other YouTubers-cum-boxers had taken their turns in the ring, KSI appeared. He wore a pink outfit and sang the national anthem....
April 6, 2023
LexUlta Beauty Inc
Ulta: beauty products shine amid retail gloom Premium content
...It has outperformed both the S&P 500, down 15 per cent, and the S&P 500 retail index, down 27 per cent. Ulta’s latest results underscore the company’s allure....
December 2, 2022
UnhedgedRobert Armstrong
Japan’s unique position
...It also means that Japan Inc now responds to changes in global financial conditions in unusual ways....
October 3, 2022
News in-depthRetail sector
How retail stocks went from ‘recessionary playbook’ to market casualty
...Until this week, the S&P 500’s consumer staples sub-index, which includes “big box” retailers such as Walmart along with businesses like pharmacies and food manufacturers, was still roughly unchanged for...
May 20, 2022
LexChipotle Mexican Grill Inc
Chipotle: burrito index reflects inflationary guac attack Premium content
...Labour shortages plus rising food and energy prices have soured Wall Street’s appetite for restaurant stocks in recent months....
February 9, 2022
Capital markets
RIP ESG?
...Legal and General Investment Management says nutrition has become a “systemic risk for companies” as investors and governments try to put big food groups on a healthy diet after the pandemic put obesity...
June 13, 2022
Utilities
New Yorkers struggle to pay utility bills as electricity prices soar
...I put it on the card or pay it late, because it’s a big difference I wasn’t anticipating,” she said....
March 17, 2022
Moral Money
A turning point for corporate climate disclosures Premium content
...The TCFD was formed in 2015 by the G20’s Financial Stability Board. Responsible for its day-to-day work, Schapiro led the TCFD to release a framework for disclosure in 2017....
March 21, 2022
Inside BusinessLeo Lewis
Japan scales back listing shake-up
...The median size of Topix companies is much lower than for a global benchmark like the S&P 500....
January 19, 2022
FT Live
US Pharma and Biotech Summit
Strategies for innovation, pricing and access
Thursday, 16 MayNew York, NY, USA
#techFT
Apple’s main event is still the iPhone
...Apple’s big launch event of the year is the iPhone 13’s next Tuesday, yet all the talk ahead of that this week has been about smart glasses and cars....
September 10, 2021
Equities
Wall Street stocks tick lower as investors look ahead to inflation data
...The blue-chip S&P 500 share index, which on Monday closed out its longest unbroken series of all-time highs since 1997, closed down 0.3 per cent....
November 9, 2021
FT Asset Management
The widening gap between hedge fund winners and losers
...If most big investors used the same risk metrics they might make the same mistakes, fostering systemic instabilities....
April 11, 2022
The Big Read
Lex in-depth: does Uber deserve its $91bn valuation?
...But food delivery is a drag on profitability....
October 17, 2021
LexWm Morrison Supermarkets PLC
CD&R/Wm Morrison: more of what matters for shareholders sets buyer a cheese paring challenge Premium content
...On Friday we dissect the week’s big themes. Please sign up here...
August 20, 2021
LexMergers & Acquisitions
Philip Morris/Vectura: inhale seizer seeks future beyond smoke Premium content
...The big US tobacco group is not preparing to reprise old ad campaigns in which doctors extolled the health benefits of smoking....
July 9, 2021
Lex
Lex Midweek Letter: Big Tech’s unstoppable earnings machine Premium content
...Between them, these five companies now account for a quarter of the S&P 500....
May 5, 2021
Moral Money
Walmart busts green bond record Premium content
...But the push to use cleaner materials such as vegetable oil is squeezing the US food industry, which is already coping with record prices for many edible oils this year....
September 10, 2021
#techFT
Tech tentative about 2021
...It is revamping its Model S though (see Tech Tools below)....
January 28, 2021
News in-depthGig economy
Uber’s UK concessions change game for gig economy
...“We are very, very happy that workers at Uber will be protected in this way,” Kwasi Kwarteng, the business secretary, told BBC’s Radio 4’s Today programme on Wednesday....
March 17, 2021

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