Last week I attended the Lowe’s investor day & met with leaders across the business. With 1700+ stores & a team exceeding 300,000, Lowe's...

It’s not just a shopping day—it’s an economic litmus test. Over 130 million Americans are estimated to have participated in the Black...

I read The Walmart Effect about 15 years ago and was fascinated by the impact the world's biggest retailer had on products, global supply...

By Jack Dwyer, CEO The consumer sector is on the verge of a transformation that will redefine both consumer staples and discretionary...

We believe Alphabet is transforming into an AI-first organization. If we are right, this represents a seismic, albeit critical shift,...

Dear Investor and Supporter,   We wanted to share an important update regarding our investment in Starbucks. . Our fundamental work,...

We attended MrBeast's event down-under. He is the most watched man on the planet.  Jimmy Donaldson , better known as MrBeast, is a...

How many Apps do you have on your phone?  If you’re in the US, the research says 80.  Each month, 30 different apps are opened and 10 per...

The Consumer is alive and well! Thanks to  CNBC  for having me on Street Signs. The discussion covered:  Asia's Population Growth: 4...

"A secular trend that we see, people are seeking services and experiences and travel is the top of the list." This quote from the CEO of...