Barry Ritholtz

JULY 19, 2023

New York Times ) see also Powell Will Find Much to Love in Retail Sales Letdown : The latest report landed with a mixed reception. The Guardian ) • Vivek Ramaswamy’s investment firm dials back anti-woke rhetoric. The Guardian ) • Vivek Ramaswamy’s investment firm dials back anti-woke rhetoric.

Profit and Loss 52

Profit and Loss Advertising Restructuring Investments 52

PYMNTS

JUNE 26, 2020

Despite scale and geographical coverage, its sales growth has lagged. That was well before pandemic-related mayhem disrupted, then fundamentally restructured, the grocery sector to favor well-heeled operators like Amazon and Walmart. An attempt to merge with the Rite Aid Corp. in 2018 got the cold shoulder primarily for this reason.

Restructuring 89

Restructuring Sales Planning Numbers 89

PYMNTS

SEPTEMBER 28, 2020

The muted outlook for the future comes against a backdrop, where businesses — large and small, across any number of verticals — are navigating unprecedented impact on cash flow. That’s a shift from traditional travel and entertainment (T&E), where people went to conferences or made sales calls. FinTechs To The Rescue?

Accounts Payable 116

Accounts Payable Restructuring Entertainment Economics 116

Future CFO

JULY 9, 2023

Despite dwindling deal numbers, lucrative M&A opportunities continue to be available for those with the appetite and eye for lower valuations. According to EY , there has been a substantial increase over the last four years in the number of billion-dollar-plus deals that have transformation as a key driver.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Restructuring Leverage Valuation 52

PYMNTS

SEPTEMBER 24, 2020

Pricing also depends on more intangible factors such as sales, operations and marketing. We’ve seen Walmart throw down the gauntlet on eCommerce, going public with its plans to hire Amazon-like numbers for its fulfillment centers. Online sales platforms lack dependencies for consumers, and that’s become crystal-clear this week.

Restructuring 64

Restructuring Retail eCommerce Communication 64

PYMNTS

MAY 19, 2020

While businesses nationwide have seen their doors close and revenues drop to near zero, Walmart reported that its sales surged as consumers flocked to its stores and website to stock up for an extended period of social distancing. Areas where the company showed strength and invested the most energy to change offer clue as to how U.S.

Retail 88

Retail Restructuring CFO eCommerce 88

CFO News Room

NOVEMBER 8, 2022

The plan update process for you, it’s not just that the numbers move because a year has gone by and the markets did what they did and you saved what you saved, you withdrew whatever you were going to withdraw. And so, that can move the numbers, as well. And so, that can move the numbers, as well. Cean: We actually use J.P.

Restructuring 130

Restructuring Planning Accounting Marketing 130

PYMNTS

MARCH 23, 2017

Indian eCommerce firm Snapdeal is not for sale, the company says after reports that Snapdeal was in discussions with domestic rivals for a potential sale, said Reuters. Sources had said that Snapdeal was in talks with Paytm E-Commerce Pvt Ltd and Flipkart for a potential sale. While Flipkart has recently raised $1.5

Restructuring 40

Restructuring eCommerce Sales Investments 40

CFO Talks

FEBRUARY 18, 2024

Long-term measures could involve implementing process improvements, adopting new technologies, or restructuring the organisation to optimise efficiency. In 2014, the company faced a significant decline in sales and profits. In conclusion, the role of CFOs goes beyond crunching numbers and managing finances.

Communication 52

Communication CFO Restructuring Sales 52

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.

Profit and Loss 40

Profit and Loss Restructuring Forecasting eCommerce 40

PYMNTS

FEBRUARY 23, 2017

With giants like Amazon, Alibaba and others, it’s hard to break into the online sales arena and maintain a strong lead. India eCommerce company, Snapdeal, is feeling the heat of online sales competition with its most recent announcement. The online marketplace shared that it is “restructuring” by laying off employees.

Restructuring 43

Restructuring eCommerce Investments Sales 43

VCFO

JANUARY 27, 2022

Since our formation in 1996, vcfo has helped our clients through a number of booms and busts (.com, In an inflationary environment, if you provide your customers credit terms, intentionally or not, you are making a sale in today’s dollars that will result in you being paid with less valuable dollars at a later date. Fix Your Debt.

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

PYMNTS

JUNE 3, 2019

Some have been physically restructuring to accommodate mobile order pickup without estranging in-person customers. Despite big investments by major chains, independent businesses have also been testing mobile order-ahead services.

Concentration 65

Concentration Restructuring Startups Sales 65

PYMNTS

MAY 22, 2017

Q1 marked the grocer’s sixth consecutive quarter of declining comp sales, according to Progressive Grocer , and Supermarket News said that net earnings plummeted by 30.3 While the number of transactions may be down, the average basket size is up, according to a press release by Whole Foods Market ’s investor relations department.

Benchmarking 40

Benchmarking Restructuring CFO Sales 40

PYMNTS

OCTOBER 12, 2020

The number of consumers who report missing the physical shopping experience has dropped by 20 percent since April. Chipotle, McDonald’s , Dominos , Walmart and Amazon have all reported consecutive quarters of surging sales and rapid recovery. You cannot restructure when revenues go to zero,” Steinmetz noted.

Retail 88

Retail Restructuring Forecasting Sales 88

PYMNTS

MAY 5, 2016

Yes, that seems an appropriately fine number to panic over. From 2009 to 2013, same-store sales increased by marginal amounts in 2011 only and decreased by 6 percent in 2009, 10 percent in 2012 and 4 percent in 2013. In fact, in Q1 2016, Chapter 11 filings from commercial companies actually fell 5 percent across the board. As of Feb.

Retail 44

Retail Restructuring Planning Sales 44

Musings on Markets

DECEMBER 2, 2020

Acquisitions : As the number of hosts and guests on Airbnb have climbed over the years, the company has invested in building a more robust platform for its rentals. In addition, growth in the experiences business will also push this metric upwards, since Airbnb keeps a 20% share of those revenues.

Profit and Loss 52

Profit and Loss Valuation Investments Numbers 52

PYMNTS

DECEMBER 1, 2017

All in, hackers managed to nab names, email addresses and phone numbers of 50 million Uber riders around the world, as well as the data of about 7 million drivers, which includes 600,000 U.S. drivers’ license numbers. It’s a big number – but it comes as a big discount for buyers offering $32.97 billion in funding.

Valuation 57

Valuation Benchmarking Restructuring Numbers 57

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

MAY 4, 2016

As EPR Retail News reports, Sheetz credits its store personnel for the chain’s significant growth to date and, therefore, believes that bringing more people on board will only continue that trend — which speaks to why the company has invested more than $15 million this year to go towards employee wages. “We Five Below is proving otherwise.

Retail 40

Retail Profit and Loss Restructuring eCommerce 40

PYMNTS

FEBRUARY 26, 2019

After announcing in early January that holiday season sales had failed to live up to their potential, Macy’s chopped its 2018 forecast for same store sales growth to 2 percent from its original predictions of 2.3 percent comparable sales growth. Sales came in at $8.46 Same store sales, on the other hand, missed the 0.9

Sales 49

Sales Forecasting Restructuring CFO 49

CS Lucas

FEBRUARY 10, 2020

While to you, investing in a new TMS and the myriad benefits it brings might be a no-brainer, you have to be smart about how you sell the idea, and to whom. And that by working with an experienced TMS vendor with a proven track record and excellent post-sales support, you will start seeing ROI in as little as two or three months.

Numbers 40

Numbers Restructuring CFO Treasury 40

PYMNTS

AUGUST 14, 2019

Macy’s has spent much of the last five years struggling to adapt its 160-year-old department store model to the digital age — though as of early 2018 there were signs that its investment in pulling off a digital turnaround were starting to take root. The biggest miss, by the numbers, were the earnings figures.

Restructuring 65

Restructuring Sales Forecasting CFO 65

Barry Ritholtz

JULY 18, 2023

They run about $10 billion across all sorts of really fascinating investing lines. Not only do they do distressed investing and deep value investing, but they have an insurance business, they have a sports practice. They really look anywhere and everywhere. I thought this was a fascinating conversation and I think you will also.

Investments 52

Investments Profit and Loss Restructuring Accounting 52

Barry Ritholtz

SEPTEMBER 5, 2023

I used to sell units in an onsite sales condo new development on the Upper East Side. And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. Everybody knew the number but the appraiser. We had a lot of technology that we were playing with.

Sales 52

Sales Marketing Numbers Construction 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

The Charity CFO

JANUARY 19, 2022

Number one is we look at what we call, um, innate wiring. It’s not a static number. Dirk van Reenen: That’s what you’re investing. And um, I had, uh, I was with a large real estate company at the time, uh, running a sales team and my sales team over the next two years exploded in growth.

Nonprofit 52

Nonprofit Leadership CFO Communication 52

Barry Ritholtz

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

Investments 52

Investments Economics Banking Construction 52

Musings on Markets

FEBRUARY 4, 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.

Investments 100

Investments Valuation Auditing Restructuring 100

PYMNTS

SEPTEMBER 16, 2019

After over two years of speculation — and a fair number of predictions of imminent doom — it seems MoviePass has finally, actually come to its last reel. The move comes as part of Ford’s $11 billion restructuring project underway through 2022. However, as always, I’m glad to see Apple investing in the subscription experience on iOS.

Restructuring 52

Restructuring Investments Accounting Planning 52

Barry Ritholtz

FEBRUARY 7, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Bill Cohan is a fixture on Wall Street for a long time, both as an investment banker at Lazard Freres and eventually Merrill and JPMorgan Chase, as well as an author. RITHOLTZ: So, you ended up becoming an investment banker. COHAN: Okay.

Mergers and Acquisitions (M&A) 101

Mergers and Acquisitions (M&A) Banking Investments Restructuring 101

Barry Ritholtz

OCTOBER 3, 2023

Now, there was one really important part of, of that as part of my job training, I was sent to the big sales offices to learn how the product was sold. One of the big sales offices was out in Long Island in Garden City. How fundamental was that to your learning about investing, trading risk management, starting with futures?

Marketing 108

Marketing Treasury Banking Profit and Loss 108

CFO News Room

JANUARY 10, 2023

The decision, which has not yet been finalized amid more immediate efforts to manage a recent spike in Covid cases, would trigger a complex restructuring of major elements of the federal response — and set the stage for the eventual shifting of greater responsibility for vaccines and treatments to the private market. It makes no damn sense.

Concentration 130

Concentration Education Healthcare Budgeting 130