U.S. Factory Activity Expands in August

Factory activity expanded in the U.S at a slightly slower pace in August, according to a survey of manufacturing firms. The ISM's purchasing managers' index was 54.6 in August compared with 55.6 in ...

How Anthropic Makes Money—and What Investors Should Know Ahead of Its IPO Filing

Part one of a two-part Q&A with PitchBook senior analyst Harrison Rolfes on Anthropic’s business model and why it needs to ...

Premiumization and Deepening Distribution To Drive Long-Term Growth Outlook for Swellfun

Sichuan Swellfun, or Swellfun, is one of the key subpremium baijiu brands in China with aged cellars dating as far back as the late Yuan dynasty. Diageo’s takeover in 2006 has further strengthened ...

Target's Mid-Market Status Requires Flawless Execution To Defend Margins Amid Mix and Price Pressure

Target’s strategy revolves around leveraging its domestic store base (which sits at around 2,000 stores) as both shopping destinations and fulfillment hubs, supported by a curated mix of discretionary ...

Global Buying Scale Anchors Wide-Moat TJX's Leadership in Off-Price Retail

We view TJX’s strategy as structurally advantaged, anchored in scaling off-price buying to deliver branded apparel and home fashions at prices generally 20%-60% below full-price retailers. The firm ...

Whitecap Resources Targets Modest Growth Awaiting Firmer Market Signals

Whitecap will likely acquire adjacent blocks to its core territory as it has since its founding. Acquiring and trading acreage to block up or expand runway is an important part of the business and ...

Broadcom earnings need to answer these questions for the stock to rally again

Broadcom is expected to report revenue for the July quarter that rose 83% from a year ago to $29.2 billion, according to analysts tracked by FactSet. The consensus calls for adjusted earnings of $3.22 ...

Bombardier to Acquire MHI Canada Aerospace Assets to Bolster Supply Chain — Update

The Montreal-based business jet maker said Tuesday that it has reached an agreement to acquire the Mississauga, Ontario-based assets and capabilities of MHI Canada Aerospace, absorbing its roughly 750 ...

Shell to Expand Retail Footprint with Tri Star Energy Acquisition

The British energy company, which already has a 33% stake in Tri Star, said Tuesday that Equilon Enterprises, doing business as Shell Oil Products US, agreed to acquire the remaining interest in the ...

Bombardier to Buy Assets of Mitsubishi Heavy Industries' Canadian Aerospace Unit

Bombardier has agreed to acquire certain assets of MHI Canada Aerospace from Japan's Mitsubishi Heavy Industries as the business-jet maker looks to bring more capabilities in-house.

This could be the 10-year Treasury's tipping point into the danger zone

Yet overall yield levels could start mattering a lot more in markets if the 10-year Treasury yield were to top 5%. It "could be the straw that breaks the camel's back," said Ron Albahary, chief ...

Despite Macro Angst, Kraft Heinz Prudently Stays the Course by Upping the Ante on Brand Spending

The 2015 Kraft Heinz merger has yet to deliver lasting improvements in sales and profits. However, newly appointed CEO Steve Cahillane sees opportunities to invest in its brands and capabilities, with ...