The Finance Weekly

MAY 5, 2024

Leading the growth in almost every company is the sales team. For instance, let's talk about car sales. But, growth isn't just about sales; it's about taking a well-rounded approach that involves everyone in the organization. What is Sales Planning? What is Sales Planning?

Planning 72

Planning Sales Forecasting Strategic Planning 72

CFO Talks

APRIL 22, 2025

They pull in risk managers, ops teams, sales leaders, and procurement to build a rounded, interconnected view. Focus on what could break the businessmacro risk, client concentration, supplier failure, regulatory shocks. Here’s what separates strong CFOs from the spreadsheet jockeys: They dont forecast alone.

Forecasting 52

Forecasting CFO Leadership Concentration 52

CFO Plans

JANUARY 27, 2025

By tailoring product development and customer service efforts toward these segments, they increased customer retention by 20% and significantly boosted sales. By focusing on targeted planning, businesses can make sure their investments drive sustainable growth and profitability.

Prioritization 52

Prioritization CFO Concentration Planning 52

Barry Ritholtz

AUGUST 26, 2022

Say what you will about Cathy Woods and ARKK, but a concentrated portfolio like hers makes more sense as a satellite to Vanguard’s Total Stock Market Index ETF (VTI) or the S&P 500 (SPY) versus this unholy mess of high-cost high turnover SMA. Previously : Bill Miller: Closet Indexers Are Killing Active Investing (October 28, 2016).

Concentration 141

Concentration Benchmarking Investments Accounting 141

Barry Ritholtz

APRIL 29, 2025

Eventually, he becomes CEO of Voya when the parent company spun out the US holdings into a separate entity, really an a, a fairly unique career path and is sort of uniquely situated to look at the world of investing. Their focus is on generating alpha with high conviction concentrated portfolios. What, what was that transition like?

Concentration 52

Concentration Investments Benchmarking CFO 52

CFO News Room

NOVEMBER 16, 2022

In an era of instability and uncertainty, executives may feel that if they invest enough money in the company’s prediction capabilities, they’ll know where to focus their efforts to increase the resilience of their supply chains and can make big, long-term bets with confidence. Develop better monitoring systems.

Concentration 130

Concentration Prioritization Investments Planning 130

CFO Thought Leader

APRIL 15, 2024

He recalls a strategic moment when he realized that narrowing his investments from many down to just three to five key stocks would greatly amplify his success. Top-of-mind for Bray is a careful analysis of sales productivity and pricing integrity. In a high-growth business, your ability to invest is the life blood of this growth.

CFO 52

CFO Investments Concentration Restructuring 52

PYMNTS

NOVEMBER 13, 2019

The sneaker and sports apparel company said it is going forge new retail partnerships and concentrate on its direct business. We will continue to invest in strong, distinctive partnerships for Nike with other retailers and platforms to seamlessly serve our consumers globally.”.

Concentration 81

Concentration eCommerce Retail Sales 81

Global Finance

JUNE 9, 2025

Areas of concentration are determined in part by the lab’s “innovation radar,” a proprietary trend-indexing framework that systematically searches for potentially game-changing innovations. The lab has accelerated and/or invested in 86 startups since its inception. Innovations continue in the Middle East.

Startups 52

Startups Banking Compliance Investments 52

VCFO

JANUARY 23, 2024

In much the same way as, diversifying investments is a prudent strategy to mitigate personal risk, strategizing the sale of your business well in advance is an integral step toward securing your financial future. This gradual approach mirrors the benefits of diversifying personal investments to reduce risk.

Planning 81

Planning Concentration Strategic Planning Securities 81

PYMNTS

APRIL 13, 2020

New customers for Amazon grocery delivery will be directed to a waitlist so the eCommerce giant can concentrate on fulfilling backlogged orders, the company said on Sunday (April 12). Prime Day was started in 2015 to encourage sales during the quiet summer shopping season, and it has taken place in July in the past.

Concentration 71

Concentration eCommerce Securities Sales 71

Barry Ritholtz

JANUARY 24, 2024

Full transcript below. ~~~ About this week’s guest: Ari Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management , now part of investing giant Franklin Templeton. underlying investment strategy similar to what you intended. Equity returns. Ari Rosenbaum, welcome to At The Money.

Concentration 98

Concentration Investments Accounting Marketing 98

CFO News Room

NOVEMBER 7, 2022

Ultimately, the concentration of RIA assets at a small number of mega-players does highlight a need for greater competition, but the sheer economies of scale needed to effectively compete in the RIA custody business also highlights how difficult it is to break into a highly competitive – and highly commoditized – marketplace.

Compliance 130

Compliance Communication Planning Concentration 130

PYMNTS

FEBRUARY 19, 2020

FinTech companies are keeping an eye on investment trends as they aim to serve the needs of the marketplace. Venture capital (VC) and private equity firms, in general, have been investing in FinTech companies for years, and each firm has different specializations. But in the B2B case, he noted that there has been less automation.

Concentration 60

Concentration B2B Investments Accounting 60

PYMNTS

AUGUST 27, 2020

Walmart is selling two of its online brands in a continuing goal to concentrate on its website. The number of customers we’re serving in these categories on Walmart.com, along with the corresponding sales volume, is very different than before each acquisition,” Walmart told Bloomberg in an emailed statement. government regulators.”.

Concentration 57

Concentration eCommerce Advertising Retail 57

PYMNTS

JANUARY 28, 2019

Private-label sales are (and possibly should be) coveted by almost any firm, as they have higher margins, in general, and also enable companies to control at least some aspects of the supply chain, ensuring quality control and perhaps even some customer stickiness. In tandem, more than 1.1 and a Bit of Nationalism. Chekhov’s Rule.

eCommerce 75

eCommerce Concentration Economics Startups 75

The Finance Weekly

APRIL 25, 2022

Corporate boards are focused on cybersecurity risks, capabilities and investments, as well. More analyses need to look beyond sales projections and gauge delivery streams that determine how much, and when, revenue will be earned and realized in cash.

Finance 107

Finance Forecasting Treasury Concentration 107

PYMNTS

JANUARY 23, 2020

We are investing close to ?100 The expectation is that we will do GMV sales north of ?500 And global online giant Amazon recently invested $1 billion in India development to sell groceries and other items. Three warehouses were being prepped in advance of the sales event. “We 18 and will continue through Jan.

Concentration 52

Concentration Manufacturing Sales Investments 52

Musings on Markets

MAY 5, 2023

In addition, banks can also invest some of the cash in securities, usually fixed-income, and with varying maturities and degrees of default risk, again earning income from these holdings. Morgan and other wealthy bankers to step in and save the system, the Federal Reserve Bank was created in 1913.

Banking 98

Banking Profit and Loss Securities Investments 98

PYMNTS

NOVEMBER 19, 2020

The company added that 64 percent of sales came from repeat customers. Customer Concentration . Peloton accounts for almost a third of Affirm’s top line, coming in at 28 percent of sales for the latest fiscal year and 30 percent of sales for the quarter that ended Sept. Transactions . The filing revealed that as of Sept.

Concentration 76

Concentration Entertainment Sales Accounting 76

PYMNTS

DECEMBER 8, 2019

The Oculus team was becoming too expensive for Facebook, and the decision to sell could indicate that Facebook is streamlining the virtual reality projects it concentrates on. . In May , Oculus has announced the impending launch of the new Oculus for Business, designed to streamline and expand virtual reality (VR) in the workplace.

Concentration 61

Concentration Sales Investments Technology 61

PYMNTS

FEBRUARY 28, 2020

Southeast Asia led the way thanks to ridesharing firm Grab, which continues to expand its B2B financial services offering with its fundraising windfall — and it wasn’t the only small business lender to secure investment. In India, BharatPe is perhaps best known as a point-of-sale solution, enabling merchants to accept digital payments.

B2B 70

B2B B2C Concentration Startups 70

VCFO

NOVEMBER 7, 2023

It entails a deep dive into many facets of operations including the status of contracts, customer concentration risk, the ability to deliver services, and other expense drivers. The ideal window tends to be within six months before a sale. A QoE report assesses business risk and predictability of earnings. How Long Does it Take?

Valuation 83

Valuation Auditing Concentration CFO 83

Global Finance

OCTOBER 11, 2024

JPMorgan Chase takes the top honor as Global Finance ’s World’s Best Bank for 2024, as well as the World’s Best Investment Bank and World’s Best Private Bank. The US Federal Deposit Insurance Corporation’s quick response to the banks’ failures stemmed additional contagion and has left businesses with an object lesson in concentration risk.

Banking 111

Banking Foreign Exchange Profit and Loss Finance 111

Global Finance

OCTOBER 31, 2024

While home sales and consumer spending have slowed since pandemic-related restrictions ended in early 2023, banks have been busy brainstorming, designing, and introducing clever business strategies, investment paths, and customer services to support and reinvigorate their sector.

Mergers and Acquisitions (M&A) 52

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

PYMNTS

OCTOBER 1, 2018

Bitcoin’s processing operation is highly concentrated within a handful of miners in China — which is getting more concentrated now, since the price of bitcoin has crashed and fewer players can afford to keep the lights on (literally, since bitcoin processing requires a massive amount of electricity). Call me underwhelmed.

Currencies 85

Currencies Concentration Financial Systems Leverage 85

VCFO

MARCH 30, 2023

If that assessment of the customer portfolio shows that the base is too heavily weighted, one step would be to examine sales strategy and whether broadening the customer base across new markets or industries or via new offerings is a viable play. Innovation Innovation is closely related to product and service offerings.

Valuation 86

Valuation SAP Concentration Benchmarking 86

PYMNTS

MARCH 31, 2020

Now we’re going to take a smaller storefront and concentrate more online. All sales are now online, although appointments can be made to see bigger and more expensive items. ” According to the Art Basel and UBS Global Art Market Report of 2020, global sales of art and antiques reached $64.1

eCommerce 60

eCommerce Marketing Concentration Sales 60

PYMNTS

JUNE 3, 2019

The QSR has offered order-ahead capabilities on its proprietary app since September of 2015, but the Grubhub partnership allows Taco Bell to reach a larger audience, participate in exclusive sales and promotions and gain access to the delivery service. Washington, D.C.-based

Concentration 65

Concentration Restructuring Startups Sales 65

Global Finance

JUNE 14, 2024

While only some institutions have made early investments, going AI-first is an imperative for growth and efficiency. This can help institutions identify concentration risk earlier and determine actions for loan diversification. This strengthens financial institutions’ resiliency and security.

Leverage 93

Leverage Risk Management Concentration Compliance 93

PYMNTS

MARCH 13, 2020

The result is a lack of capital to fund the substantial investments required by innovations, especially online. Economy of scale to improve investment is cited as another important tool. Strong private labels are key, and must generate 30 percent or more of sales.

Concentration 57

Concentration Prioritization Cost Management Forecasting 57

PYMNTS

JUNE 28, 2017

That increasingly means enabling smaller players in the system that are reticent to becoming digitized at the point of sale.”. Particularly when the smallest of the smallest merchants are concentrated in developing markets. This mobile phone as point-of-sale solution is being exploring through a variety of pilots around the world.

Concentration 53

Concentration Sales Securities Marketing 53

PYMNTS

MARCH 5, 2019

Until then, they can become a lock on that business’s access to the working capital it needs to grow and invest in itself, particularly as payments terms extend beyond 30 or 60 days — or worse, are never repaid at all in the event that a buyer goes bust. focused B2B sales. In the U.S., alone, B2B eCommerce transactions will reach $1.2

B2C 63

B2C B2B Concentration Credit Risk 63

Musings on Markets

OCTOBER 4, 2021

In 2018, it added a Paytm Money , for investment and wealth management, and in 2019, it launched a Paytm for Business app for merchants to track payments. 3 in revenues for every rupee of capital invested in the near term, but ? In short, over time, it has used its platform of users to launch itself into almost every online activity.

Valuation 96

Valuation Profit and Loss Investments Numbers 96

Future CFO

AUGUST 23, 2023

Although they appreciate being able to engage live with sales agents, they also value the convenience of using online channels—sometimes even more than their younger counterparts do. The category-specific numbers range from 50% of spending on vehicles and 54% on travel to 68% on investment products.

Concentration 52

Concentration Numbers Economics Investments 52

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

Investments 119

Investments Marketing Profit and Loss Banking 119

PYMNTS

NOVEMBER 16, 2018

The company also says it has the “largest concentration of seasonally current Nike footwear anywhere in the globe” on the store’s fourth floor, as it steps into digital innovation with its new flagship. But it was noted that same-store sales ticked up 3.3 The retailer’s comparable sales slid by 5.4

Retail 60

Retail Concentration Forecasting Technology 60