Lessons From the Next Generation of Moats in the Fast-Casual Restaurant Industry
On the surface, there would appear to be challenging times ahead for the restaurant industry, with year over-over traffic declines across much of...
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The Logistics of Pain at Mainstream Retailers, or the Rise of the Amazon Mom (Not Just Millennials)
The death of the retailer was foretold back in ’99 during the Tech Bubble, although we had not conceptualized down to Millennials Facebook usage...
208 Views
Kohl's Appears Able to Service Debt for LBO
Lackluster sales, slow growth, and diminishing profitably stitch together a pattern arguing the case for Kohl’s Corp. to become a private company...
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China's Luxury Market Shifting From Status to Consumption As China's Middle Class Expands
Despite China's risks and macroeconomic issues, we believe even small rates of growth will yield significant opportunities for luxury firms.China's...
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