The Big Picture

JUNE 10, 2025

So alternatives, there’s gonna be more alternatives in private investments in particular, particularly retail portfolios going forward. Educating well, making sure that we’re communicating extremely clearly on what it is that we’re delivering to in investors. The whole gamut. 00:26:43 [Speaker Changed] Yeah.

Investments 57

Investments Education Technology Healthcare 57

Global Finance

FEBRUARY 5, 2025

For example, during the opening of our flagship plant in October, we hosted a dedicated day for retail investors. Van Schak: With the outside community, we communicate on a much higher level. Its a delicate balance between managing expectations and shaping perceptions of the future. Transparency and engagement are key.

CFO 64

CFO Corporate Finance Finance Communication 64

Global Finance

MARCH 3, 2025

billion), while retail green loans increased by 17% year-over-year to 51 billion forints. In Q3 2024, green loan volume increased by 38% year-over-year to 649 billion forints (approximately $1.65 Sustainalytics reports that since the 2022 green bond issuance under the SFF, 1.26

Finance 52

Finance Banking Investments Prioritization 52

CFO Talks

MARCH 5, 2025

Retail and e-commerce Companies must follow tax and consumer protection laws, ensuring customers receive fair pricing and honest business practices. Build Strong Relationships with Regulators and Auditors CFOs should maintain good communication with regulatory bodies, external auditors, and industry groups.

IFRS 52

IFRS Auditing Compliance Financial Data 52

CFO Talks

MARCH 4, 2025

Example: A small clothing retailer originally budgeted for large bulk orders at the start of the year. Clear communication builds trust and confidence, whether its a staff meeting, an investor update, or a customer announcement. Thats how employees and investors feel when financial updates are kept secret or too complex.

Budgeting 52

Budgeting Forecasting Invoicing Sales 52

Global Finance

OCTOBER 31, 2024

Official media in July reported China Merchants Bank Chairman Miao Jianmin’s announcement of a strategic shift for his institution from “retail bank” to “value bank.” Bank of Communications has expanded to offer boutique research and training modules for private banking clients. Personal deposits at the end of 2023 totaled ¥12.49

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Risk Management Manufacturing Banking 52

The Finance Weekly

FEBRUARY 22, 2025

Retail Supports omnichannel financial planning for e-commerce and brick-and-mortar stores. These experiences highlight the importance of consistent support and clear communication during the setup phase to ensure a successful deployment. Manages profitability across multiple clients and engagements.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger (GL) Forecasting 52

E78 Partners

JUNE 16, 2025

Whether it is poor post-close planning, misjudged synergy estimates, or ineffective communication across teams, failure tends to follow patterns. Talent Disruption and Culture Clash: Employee turnover, role confusion, and resistance to change often follow poorly communicated or poorly executed transitions. eBay and Skype (2005) – $2.6

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Leadership Profit and Loss Communication 52

Global Finance

FEBRUARY 12, 2025

Retail investors, in particular, pay an average of 50% higher fees than institutional investors, sparking a push towards cost-effectiveness. CRM systems also facilitate tailored communication and help identify client needs, leading to stronger client-manager relationships.

Compliance 52

Compliance Technology Communication Investments 52

CFO Talks

DECEMBER 10, 2024

For example, in 2014, Tesco, the UK retailer, overstated its profits by 250 million. You can foster this kind of culture in your organisation by regularly communicating the importance of internal controls and leading by example. This means creating a clear, visual representation of how things workfrom sales to inventory to payments.

Invoicing 52

Invoicing Compliance Reconciliations CFO 52

CFO Talks

MAY 7, 2025

A retail chain faced declining profits. Communication: Making Solutions Stick The best solution is worthless if your team doesnt understand or support it. As a CFO, your role is also to communicate effectively whether to the board, to your finance team, or across departments. How much will this earn? Avoid jargon.

Problem Solving 52

Problem Solving CFO Communication Performance Measuring 52

Global Finance

MAY 2, 2025

Institutional buyers are less likely to sell on bad days than are leveraged retail buyers, he says. More institutions are interested today in both selling crypto to retail clients and diversification for their own corporate treasuries, says Boerse Stuttgart Digitals Sastre Ibez.

Currencies 84

Currencies Treasury Banking Investments 84

CFO Thought Leader

MAY 11, 2025

That simple embed workflow, she tells us, explains why eight of the ten largest healthcare companies and a widening roster of retailers, insurers and media giants now trust Vimeo to keep their footage private. Munsons goal, stated plainly, is to build the most trusted private video platform in the world.

CFO 52

CFO Healthcare Advertising Communication 52

Musings on Markets

FEBRUARY 12, 2025

Across sectors, health care has the highest percentage of money-losing companies , on every single metric, followed by materials and communication services, whereas utilities had the highest percentage of money makers. With operating margins, you are getting a handle on economies of scale.

Hurdle Rate 74

Hurdle Rate Accounting Investments Economics 74

Barry Ritholtz

MAY 13, 2025

He ran our retail division and I was working for him at that time. Barry Ritholtz : you were head of strategy, product marketing, communications, like is that one job, is that four jobs? The corporate communications function at Vanguard today, you know, has evolved considerably from back in the early days.

Investments 52

Investments Leadership Communication Construction 52

Barry Ritholtz

JANUARY 27, 2025

Yeah, Mike Freno : I would say communications was key and it, it was, it was much more regular speaking to the entire company as opposed to, you know, episodic. And I think the, the, the communications was the big part. We do have some, some penetration into the, we’ll say, wealth and retail channel globally.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Leverage Marketing 57

Barry Ritholtz

MARCH 4, 2025

A big part of that expansion over really the last decade has been sort of California and the west coast overall, where we, prior to the WAMU acquisition didn’t have a ton of sort of like retail presence and or sort of boots on the ground there. Healthcare, higher ed and nonprofit business, again, two very mature businesses.

Banking 52

Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 52

The Big Picture

JUNE 2, 2025

You know, if you showed up at your retailer with a 8% price increase and inflation was 2%, they would say, why are you doing that? If you look at earnings reports from all the major retailers, you know, you’ll hear this, you know, customers are tapped out, customers are trading down.

Forecasting 52

Forecasting Economics Marketing Math 52

CFO News

JULY 8, 2025

Others have moved from making automobiles to entering sectors like space, energy, and communication. Some companies that started with manufacturing mobile phones have expanded into finance, healthcare, and entertainment.

Manufacturing 40

Manufacturing Healthcare CFO Entertainment 40

CFO Dive

JUNE 6, 2025

The retailer opened 55 new stores in Q1 and plans to open about 150 net new stores for the fiscal year. Dive Insight: Five Below kicks off a new fiscal year with a solid performance as the retail industry grapples with sudden shifts in trade policy. year over year to $970.5 million, according to a company press release Wednesday.

CFO 169

CFO Sales SAP Leadership 169

PYMNTS

SEPTEMBER 10, 2019

Artificial intelligence (AI) and machine learning (ML) are starting to play a bigger role in retail, foreshadowing what’s to come in the new decade of the 2020s. According to PYMNTS research , AI and ML are blurring the divide between online and in-store shopping, and bringing an all-new human element into retail. Role of Data.

Retail 99

Retail Communication Leverage Technology 99

PYMNTS

APRIL 1, 2020

Food retailers need to embrace a new term: digital traceability. If a shipment of avocados says it is fresh until May 1, the retailer can check its proof of provenance, and doesn’t have to take the word of the supplier as that company promises fresh goods to its consumers. And it could be one of the killer apps for blockchain. “We

Retail 102

Retail Auditing Communication Technology 102

PYMNTS

APRIL 21, 2020

The retail bankruptcy watch intensified Tuesday (April 21) as the department store sector was hit by reports of yet another major player looking at that option. Lord & Taylor, now joining Neiman Marcus, is considering a bankruptcy filing as the COVID-19 lockdown continues to decimate non-essential retail. billion in sales.

Retail 88

Retail Treasury Finance Communication 88

PYMNTS

OCTOBER 9, 2020

As the CEO of social impact commerce platform ShoppingGives , he said he has seen retailers , consumers and non-profits step up at a critical time in everyone’s lives, and he has been able to apply technology and a keen awareness of the business side of philanthropy to build a unique marketplace. million charities.

Retail 92

Retail eCommerce Communication Technology 92

PYMNTS

JULY 3, 2020

Retail CEOs faced a parade of problems in 2020’s first six months, but some executives look ready to set off plenty of fireworks in the year’s back half. . Here’s a July 4 th look at some top executives in retail who seem ready to declare their independence from business as usual in 2020’s final six months. . John Donahoe, CEO, Nike.

Retail 106

Retail eCommerce Communication Planning 106

PYMNTS

MAY 11, 2020

As retailers, especially those marked non-essential, move to digital commerce platforms they’re also finding new ways to stay in touch with customers during the pandemic. As a result of the pandemic crisis it is urging its retail accounts to stay in touch with their customers via mobile, most specifically through SMS (short message service).

Retail 70

Retail Communication eCommerce Leverage 70

PYMNTS

MARCH 20, 2020

With the current health emergency retailers face unprecedented issues. Closing stores, limiting hours, changing order patterns, remote work — all of these issues have joined basic survival as retailers contend with sudden and unpredictable challenges during the coronavirus pandemic. So be engaged, communicate and keep records.

Retail 70

Retail Communication Compliance Securities 70

PYMNTS

SEPTEMBER 11, 2019

Valqari’s Smart Drone Delivery Mailbox will use 5G LTE connectivity to ensure seamless communication with drones for a fully automated delivery process while also providing a reliable, universal drone receptacle for package delivery and pickup.”. It’s the start of [a] journey, and 5G is a big enabler,” Verizon Communications Inc.

Retail 67

Retail Communication Technology 67

PYMNTS

DECEMBER 16, 2020

Amid the great digital shift , retailers and financial institutions (FIs) must walk the fine line between challenging transactions and letting the consumer journey proceed frictionless. That’s driven the retailer to require merchandise, risk-driven signatures that can be dynamically altered, said Thompson. The Scope Of The Problem.

Retail 91

Retail Banking Numbers Education 91

PYMNTS

MAY 13, 2019

In the unattended retail space, vending operators are also becoming more aware of the shifting behaviors of their shoppers and the need for swift and digital payment options. The wall-mounted machine also has a 21-inch screen for consumer interaction, and comes ready to accept near-field communication (NFC) contactless and card payments.

Retail 71

Retail Marketing Communication Technology 71

PYMNTS

JANUARY 8, 2021

Bloomberg notes that such an offering would be unusual, as retail investors generally do not get an opportunity to participate in an IPO at the offering price. Having retail investors buy shares ahead of the opening could also limit the size of the rally of the stock on its first day of trading.

Compliance 145

Compliance Communication Retail Startups 145

PYMNTS

DECEMBER 11, 2020

The more shoppers are exposed to remote communication and actual online buying options, the more they may prefer these methods in the future over traditional showroom visits to wade through inventory and negotiate,” said Chris Sutton, vice president of automotive retail at J.D.

Communication 113

Communication Retail Sales eCommerce 113

PYMNTS

SEPTEMBER 8, 2020

AppleInsider reports the new method would no longer require near field communication (NFC), the wireless data transfer that enables nearby devices to communicate without an internet connection. Apple Pay users may soon be able to use a feature in the Wallet app to make payments by scanning a QR code.

Communication 102

Communication Retail Sales Securities 102

PYMNTS

MAY 8, 2020

As they navigate the coronavirus pandemic and begin to reopen stores, large retailers are putting safety measures into place to keep shoppers and staff members safe — and get customers confidently back into stores. Trade groups are also providing guidance to help retailers open their doors again.

Retail 69

Retail Communication eCommerce Numbers 69

PYMNTS

JANUARY 20, 2020

That’s understandable, given how viciously email, texting and other forms of digital and mobile communication have displaced actual writing — which, of course, would seem to reduce the need for actual stationery products. The chain had since expanded to some 260 or so retail locations. None of that will save the Papyrus retail chain.

Retail 73

Retail Education Manufacturing Communication 73

PYMNTS

JANUARY 21, 2020

And nowhere is that aphorism better illustrated over the last decade than with the statistic that more than 90 percent of all retail sales took place at brick and mortar stores. It gave retailers the illusion that digital was the retail cart driven by the physical store horse. The answer, she noted, is complex.

Retail 67

Retail Sales Communication Numbers 67

PYMNTS

MARCH 18, 2020

In normal times consumers look for three things from a retailer: price, product and location. In fact, a pre-crisis PwC report showed that 14 percent of respondents said trust in a brand is the number one reason (other than price) why they shop at a retailer. What do consumers want from retailers now?

Retail 61

Retail Communication Numbers Marketing 61