Flash Report | December 5, 2017 Register for Free Access CVS Health to Acquire Aetna for $69 Billion in Cash and Stock to Redefine Access to HealthcareOn December 3, CVS Health announced its long-anticipated plan to acquire Aetna for $69 billion in cash and stock. The transaction, expected to close in the second half of 2018, requires shareholder and regulatory approvals and must meet customary closing conditions. Read More
Event Presentation | November 16, 2017 Premium 3Q2017 Wrapup and Holiday Preview (Planalytics)3Q17 Retail Update 1. Earnings: Positive Results Led by E-Commerce and Beauty Retailers 2. Store Traffic Continues to Be Challenged 3. Sluggish Traffic and Unfavorably Warm Weather Hurt Monthly Comps 4. Hurricanes’ Effect on Retail Read More
Event Presentation | September 19, 2017 Premium Background on Amazon and RetailUS Retail Bankruptcies Are at Post-recession Peak • Year to date, 14 retailers have filed for bankruptcy • That is more than the number of filings over the entire year in 2016 • Retail bankruptcies are on track to reach their highest level since 2009, when 18 retailers filed for bankruptcy • And there are likely more to come Read More
Flash Report | September 5, 2017 Register for Free Access Apax Partners Buys UK Luxury Fashion Retailer Matchesfashion.com for a Reported £800 Million September 5 2017Private equity firm Apax Partners has agreed to acquire a majority stake in UK luxury fashion retailer Matchesfashion.com for a reported £800 million ($1 billion). Read More
Flash Report | August 24, 2017 Register for Free Access Amazon’s Bid to Acquire Whole Foods Gains FTC ApprovalOn June 16, Amazon announced the signing of a definitive agreement to acquire Whole Foods Market for $13.7 billion in cash. Read More
Flash Report | August 22, 2017 Register for Free Access Macy’s Names New President, Announces RestructuringOn August 21 after the market close, Macy’s announced the appointment of Hal Lawton as President, effective September 8. Lawton will be responsible for the Macy’s brand, including merchandising, marketing, stores, operations, technology, and consumer insights and analytics. Lawton was previously SVP of eBay North America. He will report to CEO Jeff Gennette. Read More
Event Presentation | August 10, 2017 Premium 2Q2017 Recap and Back-to-School Outlook (Planalytics)1. Earnings: Positive Results Led by E-Commerce and Off-Price Retailers 2. Store Traffic Continues to Decline 3. Record Father’s Day Sales Not Enough to Lift Monthly Comps in May and June 4. Store Closures Continue to Exceed Store Openings Read More
Analyst Corner | August 4, 2017 Register for Free Access Weekly Insights Aug 4, 2017This week’s note “From the Desk of Deborah Weinswig” discusses how Walmart and JD.com are strengthening their partnership, including through the launch of a new shopping festival to be held on August 8. Read More
Flash Report | August 2, 2017 Register for Free Access Baidu Forms Strategic Partnership with PayPal Targeting Overseas Payment MarketPayPal announced that it has formed a strategic partnership with Baidu, which will allow PayPal’s global merchants to accept payments from Baidu Wallet users. Read More
Flash Report | August 1, 2017 Register for Free Access Walmart and JD.com Expand Strategic Partnership in ChinaWalmart and JD.com, China’s largest e-commerce company by revenues, announced that they are expanding the strategic partnership formed last year by further integrating their respective platforms, supply chains and customer resources. Read More
Event Presentation | June 20, 2017 Premium Global Retail Revolution Brings Threats as well as OpportunitiesM&A chatter: • Nordstrom announced it is exploring a “going private” transaction (June 8, company press release) • American Eagle Outfitters is reported to be bidding for Abercrombie & Fitch with private equity firm Cerberus Capital Management (May 25, Reuters.com) • Deckers Brands announced that it is reviewing strategic alternatives (April 25, company press release) • The parent company of Jimmy Choo announced that it is reviewing strategic alternatives for the shoe brand (April 25, Bloomberg.com) • BJ’s Wholesale Club put itself up for sale in April (April 14, New York Post) Read More
Flash Report | June 20, 2017 Register for Free Access Amazon to Acquire Whole Foods Market for $13.7 Billion in CashAmazon announced the signing of a definitive agreement to acquire Whole Foods Market, including the company’s net debt, for $13.7 billion in cash. The transaction is expected to close in the second half of 2017. Read More
Flash Report | June 19, 2017 Register for Free Access Walmart to Acquire Bonobos for $310 Million in CashWalmart announced the signing of an agreement to acquire Bonobos, Inc., a leading apparel brand built on the Internet, for $310 million in cash. Read More
Flash Report | June 9, 2017 Register for Free Access Nordstrom Announces Exploration of “Going Private” TransactionNordstrom announced today that members of the Nordstrom family and Anne Gittinger have formed a group to explore the possibility of pursuing a “going private” transaction that would acquire 100% of the outstanding shares of the company. Read More
Flash Report | May 9, 2017 Register for Free Access Coach to Acquire Kate Spade for $2.4 BillionCoach announced on Monday, May 8, that it has signed a definitive agreement to acquire Kate Spade for $2.4 billion in an all-cash transaction. The transaction is equal to $18.50 per share, a 27.5% premium to the unaffected closing price of Kate Spade shares on December 27, 2016. Read More
