Target had its worst day since the Black Monday crash in 1987. With inflation proving to be a slow-moving illness, governance and execution will be key for retail stocks.
Research & Analysis
Driven by the Boardroom Alpha Platform
Activism, Governance, & Executive Moves
Lowe’s Q1 Preview: Sifting through the Noise
Mixed messages between Home Depot and Walmart have the market on edge into LOW’s Q1 earnings. Still, we think this is a bottom for home improvement stocks.
Home Depot: Bad News Looks Baked-In
In a big week for retail earnings reports, we take a closer look at HD fundamentals and governance. Bottom line: don’t hate on HD into the Q1 print: the bar is set low, and long-term fundamentals look good.
Beyond Meat: Less Plant Power and More Profit, Please.
On the heels of disastrous Q1 results, we take a closer look at BYND fundamentals and governance. If this is a zero margin business, stick a fork in it–its done.
Weekly Executive & Director Moves (May 13)
Jorge Gomez lasts just 1 day as MRNA CFO, US Foods shakes up leadership at the CEO and board level highlight this week’s executive moves.
After an Unceremonious Proxy Battle, What’s Next for Kohl’s?
With an unceremonious proxy battle now behind the company, will Kohl’s CEO Michele Gass double down on a turnaround effort or will the retailer look to sell?
SPAC Analysis
Daily SPAC Update – September 16, 2024
Alpha Star Acquisition + OU XData Group SPAC Deal. GATE Extension Approved. FIAC Deal Approved. NNAG Liquidation. NBST Extension Vote Set. BAYA and ROSS Extension Votes.
Daily SPAC Update – September 13, 2024
FIAC + DevvStream Deal Vote. NOVV Deal Approved. PORT + Angel Studios Deal. NNAG Liquidation. FVN $50M IPO.
Daily SPAC Update – September 12, 2024
AVHI Deal Approved. PORT + Angel Studios Deal. NOVV + Real Messenger Deal Vote. HCVI and NVAC Set Extension Votes. NNAG to Liquidate on Sept 13.
Daily SPAC Update – September 11, 2024
IRAA and BNIX Shareholders Approve Extensions. LCW Deal Vote Set. HCVI and ROSS Extension Votes Set. EURK Separate Trading.
Search Analysis
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