• Heard on the Street

Activist investor Nelson Peltz has joined the board of the company that makes Dove soap and Ben & Jerry’s ice-cream. Hopes for a repeat of his previous successful campaign may be too high.

May 31, 2022

  • Heard on the Street

India’s unwillingness to compromise on market barriers as many American companies are looking to diversify production out of China is shortsighted. Other low-cost Asian locations might step into the breach.

May 31, 2022

  • Heard on the Street

Shares of the firm behind Square and Cash App have been beaten up alongside other fintech companies, but it still has strong profit potential.

May 31, 2022

  • Heard on the Street

Activist investors have forced AGL Energy, the nation’s largest emitter of greenhouse gases, to abandon a plan to protect its coal-power assets through a corporate split. Such dramas will become more common.

May 30, 2022

  • Heard on the Street

Consumers are finally starting to swap sweatpants and tees for dresses and suits, and tourism could be the next leg of growth for some apparel brands.

May 28, 2022

  • Heard on the Street

The new U.K. “energy profits levy” shows how easily policy can be usurped by politics, bringing more unpredictability to the energy transition.

May 27, 2022

  • Heard on the Street

The capital markets treat booze stocks as less harmful than tobacco, even though producers of alcohol and cigarettes have more in common than investors like to admit

May 27, 2022

  • Heard on the Street

The chip company’s revenue forecast for the current quarter was about 4% below Wall Street’s targets, a notable miss for a company usually above the consensus view.

May 26, 2022

  • Heard on the Street

Beijing’s Covid-19 policies paired with its increasingly ideological approach to business and geopolitics are making many businesses reassess their growth plans.

May 25, 2022

  • Heard on the Street

The first purpose-built electric vehicle from the world’s best-selling auto brand is an important test case for the industry’s transition to battery technology.

May 25, 2022

  • Heard on the Street

A profit warning from the parent company of social platform Snapchat hit Meta, Pinterest, Twitter, Alphabet and even Amazon.

May 24, 2022