CFO News Room

NOVEMBER 8, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

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Restructuring Planning Accounting Marketing 130

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. Same-store sales expanded 10 percent year on year, well ahead of both the 7.2 percent to $134.6

Retail 88

Retail Restructuring CFO eCommerce 88

PYMNTS

MARCH 22, 2018

Still, the plan has to overcome some challenges, such as getting the approval of a bankruptcy judge and funding from other investors who can dedicate significant amounts of money to the cause. The plan appears to be the first of its kind to save the embattled toy brand. A website, savetoysrus.com , sends consumers to a GoFundMe page.

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Restructuring Entertainment Leverage Retail 52

PYMNTS

MARCH 16, 2018

In the weeks to come, the retailer plans to look over proposals for its businesses in Canada, Asia and Europe. after failing to restructure its debt or find a buyer. Since a leveraged buyout, Toys R Us has been burdened with over $5 billion in debt. We’re putting a for-sale sign on everything,” Brandon told the WSJ.

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Restructuring Retail Leverage eCommerce 40

PYMNTS

MARCH 9, 2018

Beleaguered toy retailer Toys R Us is in the midst of prepping plans to liquidate its U.S. The plans come as the company has yet — and the emphasis may be on “yet” — to find a buyer for those operations or finalize its debt restructuring plans. operations, currently in bankruptcy, according to recent Bloomberg reports.

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Restructuring Leverage Investments Planning 42

PYMNTS

AUGUST 5, 2016

CFO Michael Berry plans to restructure operations to respond to the changes seen in criminal attacks where cybercriminals are leveraging ransomware to target the financial sector. FireEye has also cut its adjusted full-year sales outlook and its full-year revenue forecasts, lowering expectations for Q3.

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Restructuring Forecasting CFO Leverage 40

PYMNTS

MARCH 21, 2018

after failing to restructure its debt or find a buyer, Reuters reported. Since a leveraged buyout, Toys R Us has been burdened with over $5 billion in debt. In addition, the company hopes to find a buyer for its Canadian business, which it plans to package with 200 stores in the U.S. Beyond the U.S.,

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Restructuring Retail Leverage eCommerce 47

PYMNTS

MARCH 23, 2018

In 1957, Lazarus renamed the company Toys R Us and adopted a supermarket-style approach to toy sales, with concrete or tile flooring and aisles upon aisles of children’s playthings. Department stores saw seasonal toy sales flounder due to the year-round demand (and fulfillment) created by this industry giant. Toys R Us Is Born.

Leverage 49

Leverage Restructuring Sales Planning 49

PYMNTS

OCTOBER 21, 2016

According to Christy of S&P, retailers typically open new stores to offset bleaker same-store sales. billion leveraged buyout in 2013. The company reported growth of 14 percent compared to a year ago in direct-to-consumer sales due in large part to expansion of its retail network and increasing online sales.

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Retail Marketing Profit and Loss Restructuring 55

PYMNTS

NOVEMBER 26, 2018

We know that online sales … has certainly eroded traffic from retailers over the years,” Brian Field, senior director of advisory services for ShopperTrak, told CNBC. The falling foot traffic was met with an uptick in online sales – according to Adobe Analytics, online sales on Thanksgiving Day were $3.7

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Concentration Restructuring Leverage Sales 40

PYMNTS

MAY 17, 2018

Sales were on the rise for three consecutive quarters, but fall saw those figures taking a surprise tumble and raising concerns among investors who worried that perhaps the brand had lost a step. DSW has taken some time to decide how it can best leverage that competitive advantage in a changing retail marketplace.

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Restructuring Retail Sales Leverage 43

PYMNTS

SEPTEMBER 30, 2016

According to Forbes , Cosi hopes to restructure its debt and explore a possible sale after poorly planned overexpansion and menu revamps left the company in debt. Cosi, the Boston-based sandwich chain renowned for its flatbread sandwiches, filed for bankruptcy in a Boston courtroom. Could the bankruptcy of Hanjin Shipping Co.,

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Restructuring Retail Leverage Finance 46

PYMNTS

AUGUST 4, 2017

While the firm said it is closing one of its companies “as part of a planned restructure,” and assured that customers wouldn’t be affected, the news did raise concerns over its financial health. This week also saw one alternative lender in the U.K., DueCourse, fall into administration. Lendingkart.

Investments 43

Investments B2B Finance Restructuring 43

Nerd's Eye View

FEBRUARY 13, 2024

Melody is the president of Townsend Financial Planning, an RIA based in Lexington, KY, that oversees $112 million in assets under management for 160 client households.

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Restructuring Planning Communication Leverage 52

PYMNTS

DECEMBER 1, 2017

But, facing widening losses, Uber may prefer to take the haircut (and the corporate restructuring that goes with it) as it tries to get back on track for 2018. After some speed bumps – where Uber is going, and how exactly it plans to get there, remains a bit up in the air. They seem to have been X’ed out.

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Valuation Benchmarking Restructuring Numbers 57

CFO Share

DECEMBER 2, 2022

Spreadsheets are essential in planning cost reductions, but there should be other considerations. To avoid the Downward Spiral, collaborate with sales, marketing, and operations, not only finance. Your sales funnel risk should dictate the timing of cost reductions. 1. Measure sales volume regularly.

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Restructuring Cost Management Forecasting CFO 52

Barry Ritholtz

SEPTEMBER 5, 2023

I used to sell units in an onsite sales condo new development on the Upper East Side. And if you actually stood back and looked at a chart of what was happening, prices were going straight up and sales were going straight down. And you could see it because sales actually lead price direction by a year in many cases.

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Sales Marketing Numbers Construction 52

CFO News Room

FEBRUARY 5, 2023

I have seen this group target companies before, using the game plan that they are using with Adani, but their typical target firms are usually much smaller, under-the-radar firms, where public market investors may have missed troubling aspects of operations.

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Marketing Investments Auditing Restructuring 130

Musings on Markets

FEBRUARY 4, 2023

Download data Again, the steep drop off in invested capital that you see in 2015 is just a reflection of the restructuring of the company that year, as the invested capital in Adani Ports and Power was removed from the mix.

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Investments Valuation Auditing Restructuring 100

CFO News Room

NOVEMBER 27, 2022

Prime Minister Kishida Fumio of Japan is a prominent China hawk, often claiming that “Ukraine today could be East Asia tomorrow” and promoting the US accusation that Beijing is planning an “unprovoked” invasion of Taiwan. licensing decisions, are likely to face “significant costs linked to the restructuring of their supply chains.”.

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Manufacturing Economics Investments Securities 100

Barry Ritholtz

FEBRUARY 7, 2023

So, I graduated from business school in 1987 and went to GE Capital for two years, financing leveraged buyouts. I mean, you know, I probably shouldn’t have been doing it because I had been a journalist covering public schools and knew nothing about leveraged buyouts. And I actually started out of business school. RITHOLTZ: Sure.

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. It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk.

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Marketing Treasury Banking Profit and Loss 108