Capital Allocation

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Business

Target's Stock Slump: A Buying Opportunity or a Retail Trap?

Target's shares have tumbled over 14% in the past year, lagging behind peers and raising questions about its valuation. A deep dive into cash flow and earnings multiples suggests the big-box retailer may be significantly undervalued, but the broader challenges facing the sector remain.

Business

General Mills Navigates Dual Challenges: Board Refresh Amid Expanded Product Recall

General Mills faces a pivotal moment as it appoints a new independent director and updates governance bylaws, while simultaneously expanding a voluntary recall of Pillsbury Pizza Pops in Canada over potential E. coli contamination. These parallel developments underscore the balancing act between strategic oversight and operational risk management for the consumer staples giant.

Business

SolarEdge Shifts Strategy: U.S.-Made Inverters Head to Europe Amid Margin Push

SolarEdge Technologies has initiated exports of its U.S.-manufactured residential inverters to key European markets, marking a strategic pivot to leverage domestic production for global growth. The move, coupled with a new 'single SKU' product design, aims to streamline operations and improve margins as the company navigates a competitive landscape.

Business

Leadership Crossroads: The High-Stakes Search for 7-Eleven's Next CEO

As 7-Eleven prepares for a pivotal North American IPO, the hunt for a new chief executive intensifies. The successor must navigate profitability challenges and steer the iconic convenience chain into its next era. Industry insiders are closely watching a mix of internal veterans and external contenders for the top job.

Business

From Iger to D'Amaro: The Tumultuous Path to Disney's New CEO

After years of high-stakes drama, false starts, and a brief, turbulent reign, The Walt Disney Company has finally named its next leader. Theme parks chief Josh D'Amaro is set to take the helm, marking the end of Bob Iger's prolonged and interrupted exit and opening a new chapter for the entertainment giant.

Business

BellRing Navigates Intensifying Competition as CEO Announces Retirement

BellRing Brands reports a solid Q1 2026, beating expectations but narrows full-year sales guidance amid heightened promotional activity from insurgent brands in the protein shake market. CEO Darcy Horn Davenport announces her retirement, marking the end of a 17-year tenure that saw the company grow from $20 million to a $2.3 billion global business.