Welcome to Bloomberg’s Retail Monitor . Every Friday we’ll deliver you clear insights on industry trends, headwinds and emerging opportunities. Sign up now if you’re not already on the list. There were earnings aplenty this week, but the biggest surprise was a non-earnings announcement from Kraft Heinz. The Mac-and-Cheese maker announced that the planned breakup of the company would be put on hold...
Welcome to Bloomberg’s Retail Monitor . Every Friday we’ll deliver you clear insights on industry trends, headwinds and emerging opportunities. Sign up now if you’re not already on the list. There were earnings aplenty this week, but the biggest surprise was a non-earnings announcement from Kraft Heinz. The Mac-and-Cheese maker announced that the planned breakup of the company would be put on hold in order to make improvements as one business. Huzzah, the divorce is canceled! At least for now. Still, the company faces some big challenges. More on that, plus news from McD’s, Nike, Target and some amazing hotel bakeries . — Tonya Garcia Market Snapshot Kraft Heinz Co/The $24.32 -2.7% McDonald's Corp $332.08 +2.7% Target Corp $112.69 -1.7% Lululemon Athletica Inc $169.53 -3.6% Dollar Tree Inc $128.43 +2.7% Market data as of 09:01 AM ET. Data is subject to provider delays. Kraft Heinz keeps it together Kraft Heinz stunned investors and employees with news that a long-planned separation of the company wouldn’t be happening as expected. Five weeks into his job as CEO, Steve Cahillane said the company will instead invest $600 million to create new products, market them and lower some prices. He says he noticed that with a little investment, some of the company’s brands were showing signs of momentum. Offering cash-strapped consumers a price cut is a welcome relief, a topic we covered here last week . But Kraft Heinz is facing other, far trickier market conditions. The ability to customize just about every meal and snack we eat has made it harder for companies to create items with the kind of widespread appeal that many of Kraft Heinz’s products have historically enjoyed. Where once there was simply cola and diet cola, there’s now zero-sugar cola , low-sugar soda , fiber-boosted soda and kombucha , if you want to abandon soda and drink something that tastes like vinegar. That slop bowl you had for lunch is the slop bowl you designed, ingredient by ingredient. More protein i...
At Holdings Channel, we have reviewed the latest batch of the 64 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Invesco QQQ Trust (Symbol: QQQ) was held by 27 of these funds. When hedge fund managers appear to be thinking alike, we find it is a goo
At Holdings Channel, we have reviewed the latest batch of the 64 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Invesco QQQ Trust (Symbol: QQQ) was held by 27 of these funds. When hedge fund managers appear to be thinking alike, we find it is a goo
At Holdings Channel, we have reviewed the latest batch of the 38 most recent 13F filings for the 12/31/2025 reporting period, and noticed that iShares Trust - iShares MSCI Emerging Markets ETF (Symbol: EEM) was held by 9 of these funds. When hedge fund managers appear to be thin
At Holdings Channel, we have reviewed the latest batch of the 38 most recent 13F filings for the 12/31/2025 reporting period, and noticed that iShares Trust - iShares MSCI Emerging Markets ETF (Symbol: EEM) was held by 9 of these funds. When hedge fund managers appear to be thin
Dean Hamilton pleads guilty of rape of Joanne Young, former wife of ex-Tory Swindon councillor Philip Young A man has pleaded guilty to sexually assaulting a woman who was also raped and drugged by her husband for years, police have said. Dean Hamilton, 47, appeared at Winchester crown court on Friday, where he admitted one count of rape, one count of assault by penetration and two counts of sexua...
Dean Hamilton pleads guilty of rape of Joanne Young, former wife of ex-Tory Swindon councillor Philip Young A man has pleaded guilty to sexually assaulting a woman who was also raped and drugged by her husband for years, police have said. Dean Hamilton, 47, appeared at Winchester crown court on Friday, where he admitted one count of rape, one count of assault by penetration and two counts of sexual assault against Joanne Young, 48, who can be named as she has waived her right to anonymity. Continue reading...
Apollo theatre, London Jonathan Lynn’s farewell to the beloved parliamentary sitcom casts Griff Rhys Jones as ex-PM Jim Hacker, making one last call on his wily consigliere Death comes to us all but, slightly before it, so too does that period when no one’s certain whether you’re still around. “I’m not dead,” splutters Griff Rhys Jones’s Jim Hacker in this Yes, Prime Minister reboot. “I’m in the H...
Apollo theatre, London Jonathan Lynn’s farewell to the beloved parliamentary sitcom casts Griff Rhys Jones as ex-PM Jim Hacker, making one last call on his wily consigliere Death comes to us all but, slightly before it, so too does that period when no one’s certain whether you’re still around. “I’m not dead,” splutters Griff Rhys Jones’s Jim Hacker in this Yes, Prime Minister reboot. “I’m in the House of Lords!” The ex-PM is also now master of an Oxford college, but is faced with expulsion from this sinecure by students riled by his affronts against woke orthodoxy. And so, in Jonathan Lynn’s elegiac swansong for his well-loved sitcom duo, Hacker calls upon his old consigliere Sir Humphrey to rescue him from trouble one last time. Lynn (who wrote the original with the late Antony Jay) directs too, alongside Michael Gyngell, a production first staged in 2023 at the Barn in Cirencester . Its ambition, as Hacker’s care worker Sophie telegraphs by quoting Shelley’s Ozymandias , is to examine the mighty once they have fallen. Whither Hacker and Sir Humphrey, now exiled from the corridors of power, hanging on to a world they now barely understand? The latter is condemned to a care home, indeed, by his “evil queen” daughter-in-law. There is poignancy in that, but it’s not dwelled upon in a show that majors not in depth of feeling, far less dramatic incident, but in urbane wit and the illicit thrill of hearing old codgers say inappropriate things. Continue reading...
At Holdings Channel, we have reviewed the latest batch of the 51 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Autodesk Inc (Symbol: ADSK) was held by 17 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good id
At Holdings Channel, we have reviewed the latest batch of the 51 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Autodesk Inc (Symbol: ADSK) was held by 17 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good id
Ratcliffe’s remarks on immigration sparked controversy England captain says remarks are ‘so far from the truth’ The England captain Maro Itoje has piled into the ruck surrounding Sir Jim Ratcliffe’s comments about immigration , dismissing the Manchester United co-owner’s views as “ridiculous”. Itoje, whose parents both came to Britain from Nigeria, has criticised the phrasing and accuracy of Ratcl...
Ratcliffe’s remarks on immigration sparked controversy England captain says remarks are ‘so far from the truth’ The England captain Maro Itoje has piled into the ruck surrounding Sir Jim Ratcliffe’s comments about immigration , dismissing the Manchester United co-owner’s views as “ridiculous”. Itoje, whose parents both came to Britain from Nigeria, has criticised the phrasing and accuracy of Ratcliffe’s remarks. Itoje, who recently missed the start of England’s pre-Six Nations training camp to attend his mother’s funeral in Nigeria , did not hold back when asked about Ratcliffe’s opinion on the eve of his side’s Calcutta Cup showdown at Murrayfield. “Obviously I don’t condone the language he used,” said Itoje. Continue reading...
Microsoft (MSFT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Microsoft (MSFT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Welcome to the Brussels Edition. I’m Suzanne Lynch, Bloomberg’s Brussels bureau chief, bringing you the latest from the EU each weekday. Make sure you’re signed up . As around a dozen EU Commissioners, including President Ursula von der Leyen, head to Bavaria for the annual Munich Security Conference, it’s clear things have changed. For the first time since the end of the Cold War, European capita...
Welcome to the Brussels Edition. I’m Suzanne Lynch, Bloomberg’s Brussels bureau chief, bringing you the latest from the EU each weekday. Make sure you’re signed up . As around a dozen EU Commissioners, including President Ursula von der Leyen, head to Bavaria for the annual Munich Security Conference, it’s clear things have changed. For the first time since the end of the Cold War, European capitals are discussing how to develop their own nuclear deterrent, our team reports today . Europe has long depended on the US nuclear shield — both through American weapons based in Europe and NATO’s mutual defense pact. But a collapse in trust between the allies has prompted a rethink about the continent’s own defense capabilities. The UK and France are the only European countries with atomic weapons, and French President Emmanuel Macron last year evoked the possibility of extending his country’s protective umbrella over the rest of Europe. He is expected to reaffirm that offer in a speech later this month, according to people familiar with the matter. Speaking at the event in Munich this afternoon, German Chancellor Friedrich Merz said that he’s “begun confidential talks” with Macron about Europe’s nuclear deterrence. “We consider this strictly within the context of our nuclear sharing within NATO — and we will not allow zones of differing security to emerge in Europe,” he said. Other European countries theoretically could get nuclear missiles, but there are barriers, including high costs and treaty violations if countries develop their own arsenal. Weighing on minds is also the size of the current European arsenal. France and the UK have about 400 deployed warheads between them, compared with America’s 1,670. A central theme of the Munich Security Conference, which runs through the weekend, will be the state of the transatlantic relationship as Europe reels from Donald Trump’s threat last month to take over Greenland. After Vice President JD Vance shocked the conference last...
Aidan Gomez, chief executive officer of Cohere Inc., at the Bloomberg Tech summit in London, UK, on Tuesday, Oct. 21, 2025. Chris Ratcliffe | Bloomberg | Getty Images Artificial intelligence startup Cohere has told investors that it's seeing momentum with enterprise customers, even as rivals like Google , Anthropic and OpenAI claw for market share. Cohere hit roughly $240 million in annual recurri...
Aidan Gomez, chief executive officer of Cohere Inc., at the Bloomberg Tech summit in London, UK, on Tuesday, Oct. 21, 2025. Chris Ratcliffe | Bloomberg | Getty Images Artificial intelligence startup Cohere has told investors that it's seeing momentum with enterprise customers, even as rivals like Google , Anthropic and OpenAI claw for market share. Cohere hit roughly $240 million in annual recurring revenue last year, surpassing its $200 million target, according to a February investor memo viewed by CNBC. It saw quarter-over-quarter growth of more than 50% throughout 2025, the memo said. "Our thesis is clearly resonating in the market," the company wrote. "Our sales pipeline continues to grow as global organizations across regulated sectors choose Cohere as their trusted partner for secure AI adoption at scale." Founded in Toronto in 2019, Cohere develops models and builds software tools for businesses. The company is backed by investors including Nvidia and Salesforce Ventures , and its valuation has swelled to roughly $7 billion . Cohere's investor memo comes after CEO Aidan Gomez said in October that the startup hopes to make its public market debut "soon." He told Bloomberg that he thinks investors would welcome a "pure play AI investment opportunity." But Cohere's competitors OpenAI and Anthropic are also weighing potential IPOs, according to people familiar with the companies' thinking. And they have not been shy about their ambitions to win in the enterprise market. Read more CNBC tech news Tech IPO hype gets drowned out on Wall Street by prospect of $1 trillion in debt sales FTC tells Tim Cook to look into reports Apple News is censoring conservatives Anthropic closes $30 billion funding round as cash keeps flowing into top AI startups Waymo begins deploying next-gen Ojai robotaxis to extend its U.S. lead OpenAI said in November that more than 1 million businesses around the world are using the company's technology, and Anthropic said in September that it s...
Two years ago, a controversial dating app was launched and quickly shuttered: for people with good-to-excellent credit. Now, the founder is relaunching it, open to anyone.
Two years ago, a controversial dating app was launched and quickly shuttered: for people with good-to-excellent credit. Now, the founder is relaunching it, open to anyone.
Energy Transfer (NYSE: ET) will report its fourth-quarter earnings results on Feb. 17, which may spark some investors to wonder whether they should buy the stock before the report. However, investors shouldn't expect too many surprises when the master limited partnership's (MLP) report is released, or for a big stock price reaction. In fact, over the past three years, Energy Transfer's stock has n...
Energy Transfer (NYSE: ET) will report its fourth-quarter earnings results on Feb. 17, which may spark some investors to wonder whether they should buy the stock before the report. However, investors shouldn't expect too many surprises when the master limited partnership's (MLP) report is released, or for a big stock price reaction. In fact, over the past three years, Energy Transfer's stock has not moved by 5% or more in either direction in the trading session immediately following its earnings report. The biggest move was a 4.3% gain that followed its first-quarter 2025 results announcement this past May. Even then, there wasn't any major catalyst that moved the stock, as it turned in modest adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) growth and reiterated its full-year guidance. The move was probably more of a sigh of relief that tariffs were not having a big impact on its business or the economics of its planned growth projects. Continue reading