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Market Trends

Twinkies Are Forever, Thanks to the Rise of Snacking and Strong Execution

Snack sales are surging as major brands pivot their business models to capitalize on the rising demand from younger generations.

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Consumer Trends

No Recession? Thank Taylor Swift, Beyoncé and Barbie… But What Happens After?

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Industry Consolidation

American Luxury Giants Tapestry and Capri Join Forces to Compete Against European Leaders

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Gambling Industry

Penn Entertainment Drops Barstool for ESPN In Landmark Sports Betting Deal

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Franchise Economics

Liberty Media is Capitalizing on the 2021 World Series Champions Atlanta Braves

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Logistics Security

From Warehouse to Criminal Hands: Organized Crime Moves up the Retail Supply Chain

Gaming Hardware

Zelda’s Tears of the Kingdom Powers Nintendo to New Levels

Nintendo achieves record profits behind Zelda's success but faces long-term risks as its Switch console ages without a clear successor.

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Market Sentiment

Monthly Bullish or Bearish Survey Results; Wall Street Hops on the Bull’s Bandwagon

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Retail Rivalry

Goliath vs. Goliath: Walmart Takes Inspiration From Amazon To Go After Amazon

Energy Infrastructure

The High Cost and Risk of Going Electric: Can America Keep Up with Electricity Demand?

Massive investment is needed to meet surging US power demand from EVs and AI, likely leading to higher utility bills for households.

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Digital Turnaround

Meta Delivers The Greatest Comeback Story of 2023

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Retail Risks

Fashion, Fame and Employee Pain: Aritzia’s Explosive Growth Comes at a Cost

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Climate Capital

Melting Economies: Extreme Heat is Costing Nations Billions

Cinema Labor

Barbenheimer Can’t Solve Hollywood’s Existential Crisis

Strong summer box office numbers for Barbie and Oppenheimer fail to address the systemic labor and financial challenges currently paralyzing Hollywood.

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Market Sentiment

The S&P 500’s Remarkable Rise and the Burning Question…

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Turnaround Play

Luxury Carmaker Aston Martin is Driving to Survive

Liability Risk

America’s Hidden Hazard: Toxic Lead-Covered Cables Haunt Telecom Giants

Telecom giants face billions in cleanup costs after a report uncovered toxic legacy lead cables across the United States.

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Macro Outlook

Recession or No Recession? Here’s the Latest Verdict…

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Pharma Innovation

Tech Giants Race to Revolutionize Medicine Using AI

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Urban Revitalization

The Solution to the Office Crisis: Living Where You (Used To) Work

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