Nov 27, 2019 by Chris HillMergerpalooza and Its RamificationsCompanies across the board have tied up, and some of them will cause more reverberations than others.
Nov 26, 2019 by Chris HillRetail Earnings, Corporate Governance, and MoviesAmazon is making life harder for some retailers, but it's certainly not putting all of them out of business.
Nov 25, 2019 by Chris HillLowe's and the Big, Bold CloseLowe’s is closing a swath of stores that isn’t working out, especially in Canada.
Nov 24, 2019 by Chris HillKohl's Needs a Christmas MiracleBuybacks and dividends aren’t saving a failing retail business, and Kohl’s needs a better plan.
Nov 22, 2019 by Chris HillJohn Legere Is Looking for Greener PasturesIt's time to move on from T-Mobile, but John Legere isn't out of the management game yet.
Nov 19, 2019 by Chris HillThe Case for GeneralistsBestselling author David Epstein explains why generalists do better, despite the push for specialization.
Nov 18, 2019 by Chris Hill2 Tech Trends in AustraliaA quick boots-on-the-ground look at Australia’s market and economy these days.
Nov 14, 2019 by Chris HillAdvance Auto Falls BehindThis quarter was OK, but the competition has been doing a lot better than OK for years.
Nov 13, 2019 by Chris HillFacebook's FutureAssessing quarterly shake-ups across the board, and a carefully considered look at Facebook's uncertain future.
Nov 13, 2019 by Chris HillAlibaba Crushes Singles DayBlack Friday has nothing on Singles Day, and Alibaba's sales growth this year was astounding.
Nov 11, 2019 by Chris HillBuying Profits, Buying Trouble, Buying PizzaThe quarterly reports of CVS, Capri, and Papa John’s all had some interesting subtexts for savvy investors.
Nov 11, 2019 by Chris HillWhich Peloton Story Is More Important to Investors?If you like the “revenue more than doubling” line, smile. If you’re waiting for profits, that’s a different story.
Nov 11, 2019 by Chris HillWhy Is Luxury So Hard for Capri Holdings?You may know it better by its prior name, Michael Kors.
Nov 11, 2019 by Chris HillPapa John's Delivers a Double Order of Good NewsIt’s been a while since its same-store sales numbers did this.
Nov 10, 2019 by Chris HillShould Shake Shack's Shares Have Sunk So Sharply?The quarterly report wasn’t perfect, but you could be forgiven for wondering what made it 20% haircut bad.
Nov 10, 2019 by Chris HillWhy Uber Can't Talk Its Way Past That $1 Billion Quarterly Loss“But our top-line growth is amazing" is not the convincing argument it was for investors just a few months ago.
Nov 10, 2019 by Chris HillYou Can Hear the Gears Grinding at Avis BudgetProfit fell 11% last quarter, the stock is near a five-year low, and the long-term situation looks tenuous.
Nov 10, 2019 by Chris HillWhy Arista Networks and Etsy Spooked the MarketThe cloud networking powerhouse had to dial back its guidance, but it’s less clear why investors punished the e-tailer.
Nov 10, 2019 by Chris HillHow Bad Are Wayfair's Trade War Woes?The furniture seller is still focused on revenue growth rather than achieving profitability, and the market is losing patience.
Nov 10, 2019 by Chris HillDid Grubhub's Subpar Report Justify That Share-Price Mauling?The CEO’s explanation for why revenue growth was failing to keep up with expense growth was both too cutesy and too on point.
