Selling Shovels and Digging Gold: The Mixue IPO
In a gold rush, sell shovels. But who says you can’t still dig for gold yourself as you sell the shovels? This is a story of how Mixue— the largest bubble tea chain in the world, with more stores than McDonald’s, Starbucks, and Subway— went from selling 1 yuan (about 14 cents) ice cream cones to a blockbuster IPO on the Hong Kong Stock Exchange.
M&A Back in Motion: Tempur Sealy Clears FTC Hurdles to Acquire Mattress Firm
Deals can be like dominoes—you won’t tip the first one unless you trust the others will fall into place. Over the past few years, that trust has been hard to come by. High-profile deals kept hitting regulatory walls, and buyers became wary of even stepping to the table. Could Tempur Sealy’s win over the FTC signal the start of a new M&A environment?
Public vs Private, Luxury vs Off-Price: Nordstrom's $6.25B Deal To Go Private
Public Markets vs. Private Markets. Luxury Retail vs. Off-Price Retail. Financial Sponsor vs. Strategic Partner. With Nordstrom going private, these topics are at the epicenter of this story.
Barbarians at the Gate? Echoes of RJR Nabisco Inside the $58 Billion Battle for 7-Eleven
When the stakes involve iconic brands and competing visions for the future… There are always barbarians at the gate.
Believing in America’s Love for Grocery Shopping: Blackstone To Take ROIC Private in $4B Cash Deal
Amidst all the macroeconomic uncertainty following Trump’s election, there is one thing that will never change— my love for grocery shopping. And Blackstone knows.
Transparency, Gaming, and Energy Drinks: Inside Keurig Dr Pepper's Acquisition of GHOST
Feeling tired? Yup. Have a cup of coffee? Maybe. What about an energy drink? Perhaps. Actually, why not both? Keurig Dr. Pepper to acquire a majority stake in GHOST for $990 million.
Window Shopping to Screen Browsing: Mytheresa to acquire Yoox Net-a-Porter from Richemont
If you're anything like me, window shopping is the closest I get to the luxury retail experience. But with this deal, luxury shopping might be getting even easier.
Nike CEO Steps Down: Revisiting John Donahoe’s Legacy through Nike’s Acquisition of RTFKT
Nike CEO steps down. What happened, and what's next for Nike and retail? Revisiting Donahoe’s CEO tenure through Nike’s acquisition of RTFKT.
Willy Wonka Craves Some Sodium: Mars’ $35.9 Billion Acquisition of Kellanova
M&M's meet Pringles. Snickers embrace Pringles. Willy Wonka Craves Sodium. What future do the snack aisles hold for us after the largest deal of the year?
The King of Retail: A Dive into the Past, Present, and Future of Walmart through its acquisition of VIZIO
Is Sam Walton the King of Retail? What parallels does Walmart's acquisition of VIZIO have with Walton's business strategies from the very beginning?
From Amateurs to Pros: The Home Depot Acquires SRS Distribution
Consumer cuts back on home improvement spending in an era of high mortgage rates and a weakening housing market. The Home Depot shifts its focus away from these amateurs and doubles down on the Pros.
Smart Glasses Taking Over Skate Parks: Essilor Luxottica to Acquire Supreme from VF Corporation
Luxury lens embraces the streets. But will investors embrace the deal?
Better For You: The Simply Good Foods Company Acquires OWYN
Gone are the days when we could feast on whatever we wanted. The new age of consumer retail lies in "Better For You."