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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
LexGeneral Mills Inc
America’s yoghurt love affair is over Premium content
With the outlook for the dairy product looking particularly sour, General Mills needs a new strategy
May 10, 2024
FT Live
Decarbonising India's Industries
Unlocking the technologies and capital required to accelerate progress
Tuesday, 11 JuneDigital Conference
Airbnb Inc
Airbnb wary of slowdown after early Easter sparks jump in profits
Home rental platform’s revenue growth forecast of 8%-10% in the second quarter is below recent trend
May 8, 2024
LexJapanese business & finance
Japan’s airlines are not enjoying country’s status as a hot tourist spot Premium content
Shares in JAL and ANA have barely budged in the past year
May 11, 2024
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
Moral Money
Will Big Tobacco’s ESG argument go up in smoke? Premium content
...“The imminent demise of the industry has been a talking point since 1952,” he told me....
May 6, 2024
FT Live
Investing in America
Foreign companies as drivers of US growth, resilience and competitiveness
Tuesday, 10 DecemberHybrid Conference
Airlines
US airlines under fire for raising baggage fees again
...The airline industry is largely united in opposition to the rule....
March 10, 2024
LexBooks
BookTok’s influence on publishing is set to last
...Social media should, in theory, be an enemy of the publishing industry given the competing pressures on consumers’ time....
May 6, 2024
News in-depthTechnology regulation
Big Tech regulatory crackdown spreads to Asia and Australia
...“If you know there is a change in legislation and if that is just limited to Europe, you might try to fight it,” one tech industry executive said....
May 10, 2024
LexPeloton Interactive Inc
Peloton and Carvana: the pandemic stars headed in different directions Premium content
At-home exercise equipment seems to have been just a Covid lockdown fad, and cars a necessity
May 7, 2024
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
Unhedged
Warren Buffett: The world’s richest index-hugger Premium content
...In recent years, the S&P has shifted towards high price/book, high profit margin industries, such as tech....
May 7, 2024
Oil
Canada’s oil industry cuts reliance on US market as pipeline expands
...The expansion speaks to the persistence of Canada’s oil industry, the world’s fourth largest by production volume....
May 2, 2024
Paris Olympics
Parisians struggle to cash in on Olympic Games rentals
A glut of apartments available in the French capital this summer is pushing down prices
April 20, 2024
Apple Inc
Apple apologises after crushing backlash to iPad advertisement
...Advertising industry executives argued the ad represented a mis-step for the Silicon Valley company, which under late co-founder Steve Jobs was lauded for its ability to capture consumer attention through...
May 9, 2024
FT Live
Future of Retail
Securing long-term business growth with technology innovation
Tuesday, 17 SeptemberLondon, UK
Berkshire after Buffett
Berkshire after Buffett: prized energy business faces upheaval
...Former industry executives and regulators say that such levels of spending on a permanent basis, alongside the danger of legal risks, would undermine the case for owning utilities....
May 3, 2024
Unhedged
Berkshire’s next move Premium content
...Get rid of the utilities and Berkshire gets rid of some terrible legal headaches and environmental risks, but gets a massive reinvestment risk in return (though you know what industry requires gobs of capital...
May 8, 2024
LexWalmart Inc
Even Walmart cannot crack America’s dysfunctional healthcare market Premium content
...Amazon, Walgreens, CVS and other big retailers have in recent years elbowed their way into the healthcare industry, spending billions of dollars on acquisitions....
May 2, 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
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
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
News in-depthApple Inc
How Apple’s ‘tone deaf’ iPad ad signals a turning point
...Apple’s advertising campaigns have often been held up as the pinnacle of the industry over the past few decades....
May 10, 2024
Peloton Interactive Inc
Peloton chief Barry McCarthy steps down
Exercise-bike maker will cut about 400 jobs as part of restructuring plan
May 2, 2024
Tesla Inc
Tesla shares surge after Elon Musk secures deal with China’s Baidu
...This industry body is examining adherence by these companies to an emerging set of requirements on a voluntary basis,” he said....
April 29, 2024
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

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