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...European coffee group JDE Peet’s is replacing its two top executives as controlling shareholder JAB Holding seeks to shake-up the owner of L’Or, Kenco and Douwe Egberts following a long period of underperformance...
...This is an audio transcript of the Life and Art from FT Weekend podcast episode: ‘L&A — What young wine drinkers want’ Lilah Raptopoulos This is Life and Art from FT Weekend. I’m Lilah Raptopoulos....
...“When it’s gone, it’s gone, we can’t have a 13th team on the grid,” Dodds said. “We can’t sell it twice.”...
...(Alphaville believes that using L’Oréal as an O is cheating, even if it makes your acronym look nicer.)...
...Shepherdson argues that declining S&L tax revenue augurs poorly for future S&L spending, as this chart shows: It’s a reminder to investors that markets are sensitive to changes, not levels....
...Free cash flow, however, reconciles those book accounting accruals of the P&L ledger to capture the real flows of actual dollars coming in and out....
...It doesn’t look that way....
...Another short-selling aspect that often gets forgotten is how higher interest rates also help L/S hedge fund returns by increasing their cash returns....
...Using national level S&L data back to 1955, we find that changes in revenues over the prior year account for 40% of the variance in S&L consumption and gross investment....
...None more so than the venerable De L’Europe, which has stood at the confluence of the Amstel river and two canals since 1896 and is just completing a five-year renovation....
...It won’t create as much value as a [Granolas] or Magnificent Seven stock in absolute terms, but my return is better,” he said....
...As such the buyout does not look too shabby at 20 times this year’s operating profit on S&P Capital IQ estimates. But with more effort management might be able to double these earnings....
...“I like the idea that materials can perform and that you don’t have to coach them....
...It probably just doesn’t matter, from the point of view of long-term returns, whether you own Berkshire or the S&P. Why, then, should Berkshire exist?...
...The group has a record of profitable exits — such as 2023’s $8.6bn listing of German sandal maker Birkenstock — and Tod’s has a good potential to turn into another success story, say analysts....
...If the artist doesn’t have any pre-existing collectors, in most cases it won’t work so well — although often we are surprised.” This year, the artists’ ages range from 26 to 65....
...In other words, a seemingly recondite, technical index construction issue explains a decent chunk of the Russell 2000’s long-term woes. But it doesn’t explain it all....
...The head of F1’s governing body told the FT last week it was “damaging the sport”....
...This chart from JP Morgan Asset Management isn’t exactly titled BTFD, but it does remind us that when the S&P 500 has just lost a cool quarter in value, the most successful thing to do has usually been to...
...couldn’t have me, no one would.’”...
...These experiences inspired Cortellesi’s first hit film as co-writer, 2014’s Do You See Me?...
...The wind was in their sails following their 1971 breakthrough album, Tago Mago, and its successor, 1972’s Ege Bamyasi. Suzuki sang on both....
...“While we wish the market in China was more dynamic, we’ve proven that we don’t need the market to grow,” Hieronimus said....
...The investor group also includes private credit groups Ares Management and HPS, and L Catterton, a private equity group that invested in Equinox in 2017....
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