Description: With inflation continuing to hover near 40-year highs, consumers seek out savings wherever they can find them — except for one surprising segment. Source: MediaPost.com Date: Sep 15, 2022 Link: https://www.mediapost.com/publications/article/377781/cash-strapped-consumers-seek-simple-pleasures.html?utm_source=newsletter&utm_medium=email&utm_content=readmore&utm_campaign=127642&hashid=sEI_WGOFRPC9S2yOZBKY8g Questions for discussion: How have consumers reacted to inflation, according to the article? How have marketers succeeded in this pricing environment? What else… Read more »
Posts Categorized: Industry Analysis
The Rise of Non-Alcoholic Beers
Description: “While there used to be stigmas attached to not drinking, that has really changed dramatically in the last 4 or 5 years.” How did the the non-alcoholic beer market go from flavorless to a market forecast to reach $23+ billion in 2025? Rosalie e’Silva and Kate Krader explain. (Source: Bloomberg) Source: Bloomberg.co – video… Read more »
Ray Dalio says watch out for rates reaching this level, because Wall Street stocks will take a 20% hit
Description: After that CPI shock earlier in the week, Wall Street is fielding a fresh batch of data on Thursday, with the headline retail sales number coming in stronger than expected. And a disastrous rail strike may be inverted. Source: MarketWatch.com Date: Sep 06, 2022 Link: https://www.marketwatch.com/story/ray-dalio-says-watch-out-for-rates-hitting-this-level-because-wall-street-stocks-will-take-a-20-hit-11663239288?siteid=yhoof2 Questions for discussion: What is the basis for… Read more »
$20 billion Figma deal is a historic coup for startup investors in an otherwise miserable year
Description: Adobe is paying 2021 prices. It’s 2022. Wall Street hates it. Silicon Valley is thrilled. Source: CNBC.com – video report Date: Sep 15, 2022 Link: https://www.cnbc.com/2022/09/15/figma-investors-score-historic-coup-with-adobe-deal-in-down-year-.html Questions for discussion: Why does Wall Street hate this deal? Do you think it was a good one for both company’s shareholders?
Fred Franzia, creator of ‘Two Buck Chuck’ and champion of affordable wine, has died
Description: Fred Franzia, the man behind the famous “Two Buck Chuck,” died on Tuesday at age 79. Source: NPR.org Date: Sep 15, 2022 Link: https://www.npr.org/2022/09/15/1123070279/fred-franzia-two-buck-chuck-wine-bronco-dies Questions for discussion: What does the article say about the marketing of wine and consumer perception of price, in particular? Do you think $2 wine could sell as well in… Read more »
Peloton co-founders John Foley and Hisao Kushi are leaving the company in a broad executive shakeup
Description: Peloton on Monday announced the resignations of two of the company’s founders and another top executive, marking the end of an era for the struggling fitness-equipment company as CEO Barry McCarthy dramatically reshapes the business. Source: CNBC.com – video report Date: Sep 13, 2022 Link: https://www.cnbc.com/2022/09/12/peloton-co-founders-john-foley-hisao-kushi-are-leaving-company.html Questions for discussion: What has happened at the firm… Read more »
TSX stocks: Energy sector to shield Canada’s main index from Euro, U.K. weakness
Description: Oil, natural gas and renewable power producers will boost Canada’s energy-heavy benchmark stock index, as economic weakness in Europe and the U.K. weighs on this country’s technology and industrial shares. Source: YahooFinance.com – video report Date: Sep 08, 2022 Link: https://ca.finance.yahoo.com/news/tsx-stocks-economic-pain-in-uk-europe-likely-to-be-slightly-positive-153007136.html Questions for discussion: What does the report say about the performance of the… Read more »
Burger King unveils $400 million plan to revive U.S. sales with investments in renovations and advertising
Description: Burger King on Friday said it plans to spend $400 million over the next two years on advertising and renovating its restaurants as part of a broader strategy to revive lagging U.S. sales. Source: CNBC.com Date: Sep 09, 2022 Link: https://www.cnbc.com/2022/09/09/burger-king-400-million-plan-to-revive-us-sales-with-remodels-advertising.html Questions for discussion: Summarize the highlights for the future. What do you think… Read more »
Why the Housing Market Is Not in Recession
Description: Wharton real estate professor Fernando Ferreira doesn’t believe the U.S. housing market has entered a recession. Source: https://knowledge.wharton.upenn.edu Date: Sep 06, 2022 Link: https://knowledge.wharton.upenn.edu/article/why-the-housing-market-is-not-in-recession/ Questions for discussion: What does the article say is happening in the real estate industry? Why is this industry so important to understanding the economy? How are business decisions affected by changes… Read more »
How to Confront the Anti-ESG Campaign
Description: In the following opinion piece, Witold Henisz, vice dean and faculty director of Wharton’s Environmental, Social and Governance (ESG) Initiative, explains why the anti-ESG investing movement is gaining ground, and what can be done to mitigate its impact. Source: https://knowledge.wharton.upenn.edu – podcast Date: August 30, 2022 Link: https://knowledge.wharton.upenn.edu/article/how-to-confront-the-anti-esg-campaign/ Questions for discussion: What are the issues… Read more »
