As cities across the U.S. embarked on huge marketing campaigns to attract “HQ2”, I couldn’t help but ask myself why Amazon was planning a second headquarters. Usually companies like coherence […]
Rounding out a tough year for Hudson, Q4’18 showed further pricing pressure for the company. Based on mgmt commentary, pricing was ~$10.5/lbs for its benchmark product, down from ~$14.5/lbs in […]
Several pieces of news for the Univar and Nexeo… and the warrants. First, the acquisition closed on the 27th. Because Univar closed above ~$22/share, there is no reduction in the […]
The million dollar question 10 years into an expansion like this is, “When is the next recession?” We have heard pundit after pundit claim that 2012 was the top. No […]
B&G reported Q4’18 EBITDA of $59MM compared to $69MM in the prior year. While this was partially impacted by the sale of Pirate Brands to Hershey, it was still a […]
Kraft Heinz had a rough day, to say the least. Let’s briefly recap: The company’s EBITDA of $1,699MM missed estimates by ~11% (consensus was $1,906MM) Their new 2019 outlook called […]
“Past performance is not indicative of future results” you say as you read this post. The markets are particularly tough to apply history to, though, because of the wide amount […]
