Q4

Seasonal Trends and a Recall Prompt Drop in Peloton Subscriptions 
Seasonal Trends and a Recall Prompt Drop in Peloton Subscriptions 
August 23, 2023  |  Retail

The state of recalls. That’s what it feels like with Peloton, as on Wednesday (Aug. 23) the company reported a loss that exceeded expectations and...

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RH Expands Upscale Brand as Demand for Home Furnishings Tumbles
RH Expands Upscale Brand as Demand for Home Furnishings Tumbles
March 30, 2023  |  Retail

The market for home furnishings is “likely getting worse before it gets better.” So said RH Chairman and CEO Gary Friedman Wednesday (March 29) during the luxury home furnishings...

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Macy’s Off-Mall Small Format Stores Are Killing It and More Are Coming
Macy’s Off-Mall Small Format Stores Are Killing It and More Are Coming
March 02, 2023  |  Retail

Although they currently account for only 10 of its total portfolio of 722 physical locations under its many brands, Macy’s CEO Jeff Gennette can’t stop talking about the big...

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ACI Reports Steady Growth as Management Says Real-Time Payments Revolution Accelerating  
ACI Reports Steady Growth as Management Says Real-Time Payments Revolution Accelerating  
March 01, 2023  |  Earnings

For ACI Worldwide, software and platform as a service remain steady growth businesses.  In the company’s most recent earnings results on Wednesday (March 1),  ACI said...

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GoodRx Takes on Amazon RxPass by Building Consumer Discount Prescription Destination
GoodRx Takes on Amazon RxPass by Building Consumer Discount Prescription Destination
February 28, 2023  |  Earnings

As it moves to shed issues related to a key customer loss in 2022 — believed to be Kroger — GoodRx got busy late last...

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Target Q4 Sees In-Store Frequency and Traffic Offset Slip in Digital Sales
Target Q4 Sees In-Store Frequency and Traffic Offset Slip in Digital Sales
February 28, 2023  |  Retail

The Minnesota-based Target said its investments in delivery and order fulfillment were paying off and planned to continue investing in non-discretionary items and traffic-driving owned...

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Farfetch Aims to be at Center of Luxury Brands’ Shift to Digital
Farfetch Aims to be at Center of Luxury Brands’ Shift to Digital
February 27, 2023  |  Retail

Luxury retail marketplace Farfetch is facing the same inventory and macroeconomic headwinds as other players in the sector but is pushing forward with plans to...

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Domino’s Sees Diners Skip Delivery Amid Inflationary Pressures
Domino’s Sees Diners Skip Delivery Amid Inflationary Pressures
February 23, 2023  |  Earnings

As consumers rein in food spending amid inflation, many opt out of pizza delivery. Quick-service restaurant (QSR) giant Domino’s Pizza, which has more than 19,500...

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With 1B Users as Goal, Coinbase CEO Turns 2023 Focus to Regulation
With 1B Users as Goal, Coinbase CEO Turns 2023 Focus to Regulation
February 21, 2023  |  Earnings

Coinbase is focused on controlling what can be controlled and contingency planning for what can’t. This, as a year full of idiosyncratic events, battered the crypto...

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