Musings on Markets

FEBRUARY 8, 2024

That bias notwithstanding, these seven companies have been extraordinary investments, not just in 2023, but over the last decade, and there are lessons that we can learn from looking at the past. First, let's look at the performance of these seven stocks in 2023, when their collective market capitalization increased by a staggering $5.1

Marketing 115

Marketing Valuation Profit and Loss Advertising 115

PYMNTS

DECEMBER 4, 2020

The number of shares and the pricing have not yet been released. . Pets are anticipated to stay popular, with the number of households with pets going up 4 percent in 2020 alone. The pet retail chain is also moving towards profitability after net losses the past two years. billion in the 10 months ended Oct.

Profit and Loss 66

Profit and Loss Valuation Sales Retail 66

Musings on Markets

DECEMBER 10, 2023

We will end with a discussion of how enterprises try, with mixed effects, to build protections against the loss of key personnel. and that effect, as I have noted in my earlier discussions of narrative and numbers, can be all encompassing. Who is a key person?

Valuation 113

Valuation Profit and Loss Entertainment Investments 113

Future CFO

DECEMBER 21, 2023

Declining profitability: For example, are your sales lower or your cost of goods sold higher? Poor interest coverage ratio: This shows operating profits may not be able to cover interest expenses. Think of the retail shift to online when Covid-19 shut down bricks and mortar establishments overnight. Weakened balance sheet.

Profit and Loss 52

Profit and Loss Concentration Benchmarking Invoicing 52

PYMNTS

AUGUST 3, 2017

New data from insolvency firm Begbies Traynor may set off alarm bells: The number of U.K. A report released from the company this week found a 25 percent year-over-year increase in the number of companies categorized as being in significant financial distress in Q2, the largest yearly increase the firm has seen in three years, it said.

Numbers 46

Numbers Construction Profit and Loss Credit Risk 46

Musings on Markets

SEPTEMBER 19, 2023

The Instacart Business Model The Instacart business model extends online shopping, already common in other areas of retailing, into the grocery store space. In the second, I will examine the forces that are pushing consumers to online grocery shopping, and the ceiling for that growth is much lower than it is than in other areas of retailing.

Profit and Loss 102

Profit and Loss Valuation Advertising Investments 102

Musings on Markets

JANUARY 5, 2024

In January 1993, I was valuing a retail company, and I found myself wondering what a reasonable margin was for a firm operating in the retail business. In pursuit of an answer to that question, I used company-specific data from Value Line, one of the earliest entrants into the investment data business, to compute an industry average.

Valuation 98

Valuation Financial Analysis Analyzing Data Profit and Loss 98

CFO Thought Leader

MAY 3, 2023

Back in 2006, when Paul Sheriff had only recently been named group financial director for a midsize banking business based in the United Kingdom, his team noticed that the profit margins of a certain banking product were experiencing a steady decline. We certainly have some of the most popular brands in the UK.

CFO 52

CFO Profit and Loss Finance Leadership 52

PYMNTS

SEPTEMBER 21, 2020

21) announcement also gave the retail industry a look at how Walmart is now categorizing its executive team and online structure, stemming from a recent reorg. Last fall, it agreed to hand over ModCloth to brand investment firm Go Global Retail, while some reports have suggested that Bonobos is still not profitable for the retailer.”.

Profit and Loss 90

Profit and Loss Retail Finance Investments 90

Centage

SEPTEMBER 13, 2022

It shows what your business owes and owns, along with how much shareholders have invested. Profit and loss statement: Also known as an income statement, a profit and loss statement summarizes your company’s costs, expenses, and revenues incurred in a certain period, such as throughout the fiscal year or during a specific quarter.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 98

CFO News Room

NOVEMBER 5, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

PYMNTS

JULY 31, 2017

After the last customer has been rung up and the last item has been sold from the store’s warehouse inventory, what’s left are usually several retail professionals looking for new employment. Now that eCommerce has been in effect for nearly 20 years, several retailers are finding themselves facing a tough decision.

Retail 43

Retail Profit and Loss eCommerce Sales 43

Barry Ritholtz

JULY 19, 2023

My mid-week morning train WFH reads: • Is Rolex a Non-Profit? The Federal Reserve chair spent the early pandemic bemoaning the loss of a strong job market. New York Times ) see also Powell Will Find Much to Love in Retail Sales Letdown : The latest report landed with a mixed reception. Can He Keep It?

Profit and Loss 52

Profit and Loss Advertising Restructuring Investments 52

CFO News Room

FEBRUARY 5, 2023

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report from Hindenburg Research, an investing group that specializes in targeting and shorting companies that it believes have dubious accounting and business practices.

Marketing 130

Marketing Investments Auditing Restructuring 130

Musings on Markets

JUNE 23, 2023

From 2001 to 2020, revenue growth at semiconductor businesses has dropped to single digits, as higher demand for chips in new uses has been offset by loss of pricing power, and declining chip prices. Sustained Profitability, with Cycles! While revenue growth has picked up again in the last three years, the business has matured.

Valuation 91

Valuation Profit and Loss Investments Marketing 91

Musings on Markets

OCTOBER 6, 2023

The Rise of Intangibles While the debate about intangibles, and how best to value them, is relatively recent, it is unquestionable that intangibles have been a part of valuation, and the investment process, through history. With that said, it is clear that the debate about intangibles has become more intense in the last two decades.

Valuation 104

Valuation Profit and Loss Accounting Investments 104

PYMNTS

JULY 14, 2020

The firm’s retail-banking division registered a $176 million loss compared to a $4.2 billion profit during the same 2019 period. Offsetting the weak retail-banking performance, JPMorgan Chase’s corporate- and investment-banking unit experienced a 16 percent year-on-year revenue growth to $16.4

Profit and Loss 63

Profit and Loss Banking Sales Retail 63

PYMNTS

JULY 14, 2020

All in, the bank reported a 51 percent earnings plunge, with profits falling to $4.7 Results also reflected new provisions for spiking credit losses and growing uncertainty over the nation’s path toward recovery during the second half. For example, its retail banking division posted a $176 million loss versus a $4.2

Profit and Loss 65

Profit and Loss Nonprofit Banking Economics 65

PYMNTS

NOVEMBER 4, 2020

Are media buyers burning through budgets at the last minute just to preserve them for a better shot next year, or will the ad rebound collectively help recoup 2020 losses with holiday sales? did strong Q3 numbers, with PYMNTS reporting that “Alphabet said search and other advertising revenues rose 6 percent year over year to $26.3

Sales 70

Sales Advertising Profit and Loss Budgeting 70

PYMNTS

MAY 4, 2016

By and large, things are not great for retail (particularly of the brick-and-mortar variety). Indeed, it’s popular — dare we say, trendy, even — to postulate that retail as we know it is doomed. “Quarterly losses, schmorterly losses” seems to be the position of H&M. . You know it. We know it.

Retail 40

Retail Profit and Loss Restructuring eCommerce 40

PYMNTS

NOVEMBER 6, 2020

Affluent urbanites are also suddenly realizing the benefit of having a second home in a picturesque rural location, investing in places like Lake Tahoe, Vail and Martha’s Vineyard as acceptable settings in which to ride out the pandemic period. reported its largest quarterly profit on record on Thursday (Nov.

Profit and Loss 84

Profit and Loss Sales Numbers Investments 84

PYMNTS

MAY 7, 2018

More retailers are adopting the view that closing stores isn’t a failure or a loss, but simply a pathway to greater success. This modest debt could, if necessary, be paid off with one year’s net profits, providing a very effective buffer against the likely interest rate rise in the coming years.

Retail 41

Retail Profit and Loss eCommerce Sales 41

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors. Read more of Adam’s articles here.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

The Finance Weekly

SEPTEMBER 14, 2022

The retailer, like others in the home goods industry, benefited from increased demand at the start of the pandemic as consumers actively sought new products for their homes. However, in its most recent quarter, the retailer reported that comparable sales fell 23% while net sales fell 25% year over year.

Profit and Loss 52

Profit and Loss Retail Prioritization Planning 52

PYMNTS

SEPTEMBER 11, 2019

GameStop said on an earnings call that it’s going to close somewhere between 180 and 200 stores in an effort to expand its profitability, which has been dwindling in the digital age as customers buy fewer physical copies of games, according to a report by CNBC. 10) after the company reported the losses.

Profit and Loss 43

Profit and Loss CFO eCommerce Sales 43

PYMNTS

JULY 30, 2020

The Texas-based beauty supplier reported on Thursday (July 30) that its losses were partially offset by a surge in online sales and the opening of its shops from mid-April through the end of June. But given the number of stores that were open, the company said it experienced strong demand in June at 10.8 percent for Q3.

Sales 56

Sales GAAP Profit and Loss Cash Management 56

Musings on Markets

OCTOBER 4, 2021

When it was founded in in 2010 by by Vijay Sharma, it operated as a pre-paid mobile platform, but its market then was small both in terms of numbers and services offered. In 2014, it introduced Paytm Wallet , a digital wallet that was accepted as a payment option by leading service providers and retailers.

Valuation 72

Valuation Profit and Loss Investments Numbers 72

Centage

SEPTEMBER 13, 2022

It shows what your business owes and owns, along with how much shareholders have invested. Profit and loss statement: Also known as an income statement, a profit and loss statement summarizes your company’s costs, expenses, and revenues incurred in a certain period, such as throughout the fiscal year or during a specific quarter.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 52

Musings on Markets

SEPTEMBER 11, 2023

The music companies provided marketing support, seeking out radio stations that would carry their music, and distributional backing to get albums to retailers. Embedded in these numbers are two other trends worth noting.

Entertainment 77

Entertainment Profit and Loss Numbers Marketing 77

PYMNTS

AUGUST 16, 2018

The planet’s largest retailer by sales crushed their way through Q2, with bigger than expected gains in revenue, earnings, same-store sales and eCommerce sales than analysts were predicting before the numbers hit the wires. The headline number was the highly watched same-store sales figure. All-in revenue jumped up 3.8

Profit and Loss 40

Profit and Loss Restructuring Forecasting eCommerce 40

CFO News Room

NOVEMBER 5, 2022

Having valued and invested in Facebook multiple times in the last decade, I will throw my two cents in, but rather than make the earnings report the center of attention, I will use the company’s recent travails to talk about three issues that I think are big issues not only at Facebook, but for the entire market.

Marketing 130

Marketing Advertising Profit and Loss Investments 130

Musings on Markets

OCTOBER 19, 2021

The net effect is that investors feel more confused now, when investing in companies, than ever before, even though the push towards more disclosures has ostensibly been for their benefit. As we look at the explosion of disclosures around the world, there are many obvious culprits.

Profit and Loss 70

Profit and Loss Accounting Numbers IFRS 70

PYMNTS

DECEMBER 24, 2020

The company also reported a $23 million profit for the second quarter — its first black ink in history. For instance, the company’s S-1 filing showed that net losses attributable to common shareholders rose to $176 million through 2020’s first nine months – way up from just $12 million during the same period last year.

Profit and Loss 92

Profit and Loss Valuation eCommerce Planning 92

PYMNTS

FEBRUARY 4, 2019

bankruptcy court judge will decide the fate of struggling retailer Sears and its unsecured creditors, according to a report by CNBC. billion deal to get Sears out of bankruptcy through his hedge fund, ESL Investments. The retailer has not turned a profit since 2010 and posted a loss of $193 million in December. .

Profit and Loss 43

Profit and Loss Retail Investments Numbers 43

PYMNTS

APRIL 29, 2016

Amazon did something this week it hasn’t done in a long time: posted a profit for four quarters in row. All in all, Amazon had some pretty big numbers that showed that its “investment mode” may have finally hit profit mode. . And it did so this time around in style, taking Wall Street by surprise.

Profit and Loss 40

Profit and Loss Sales Retail Investments 40

Finvisage

FEBRUARY 7, 2021

Derivative contracts make it possible to multiply the impact of the short making it possible to profit from a short position larger than the actual shares borrowed. During the pandemic and lockdowns, with people stuck at home and schools closed, wasn’t a gaming company due to make profit? There are also costs related to shorting.

Profit and Loss 52

Profit and Loss Retail Securities Leverage 52

PYMNTS

NOVEMBER 19, 2020

The key number showed a comp store drop of 20.2 Most importantly, our growing digital business continues to contribute to profitability. It also calls for investment in and optimization of its digital capacities. We’re trying to get them into our loyalty programs and a number of them have converted into the Star Rewards program.

Profit and Loss 57

Profit and Loss CFO Numbers Sales 57