On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss the state of consumer spending, inflationary pressures, and other numbers to keep an eye on. Then for "Pop-Up Rankings," we rank the top three companies that will ride out this time of economic uncertainty smoothly—and discuss one we think will have a tougher time. Join our analyst Sara Lebow as she hosts analysts Suzy Davidkhanian and Andrew Lipsman.
Big techs shed their health tech layers: We unpack the latest deal by a large company (3M) to spin off its healthcare business and detail the trend.
Survivors will find new ways to generate revenue while keeping their customer base intact.
The economy looks very different to high-income consumers: Luxury sales continue to soar, while lower-income shoppers rethink their priorities.
On top of that, BMO Harris has been accused of deleting evidence. This could mark the end of the line for the deal.
Big Tech earnings buoyed by cloud: Microsoft and Alphabet’s quarterly earnings weren’t as bad as expected, boosting market confidence. But continued strength hinges on cloud divisions that aren’t recession-proof.
The market downturn is hitting investment managers’ revenues and wealthtech funding alike. Wealth and asset managers’ will need to infuse digital capabilities and data insights across their organizations to seize long-term growth opportunities.
Geopolitical turmoil will decelerate UK banks’ IT spending over the next five years—but there will be lucrative opportunities for banks that plan ahead.
Fewer investment deals and declining profits could signal layoffs, but banks are holding off until they see how H2 2022 shapes up.
AI startups target corporate fear: Mounting recession anxiety is infusing accounting AI startups with cash. Long-term investor interest in AI applications will remain diverse, but startups may have to pivot.
Life is good for credit card issuers, but worsening economic conditions could endanger their $160 billion revenue stream. They must act decisively to ensure they’re still meeting consumers’ changing needs.
Supply chain issues have eased back from their pandemic peaks: But there are plenty of challenges ahead and slowing consumer demand could lead to a new issue: inventory pileups.
Financial institutions raced to modernize digital channels at the pandemic’s onset. Now, an economic downturn puts the onus on CMOs to personalize messaging, products, and services to acquire, retain, and upsell customers more efficiently.
The layoff-hiring puzzle: In what seems like a paradox, scores of layoffs coincide with hiring growth. Tech moves away from broad expansion plans while still needing software innovation to stay afloat.
A difficult market environment is reshaping insurers’ priorities. Insurers that focus on improving customer lifetime value and meeting evolving consumer expectations can turn challenges into opportunities.
A looming recession and global turmoil threaten US incumbent banks’ bottom lines. But refocusing on core tech priorities and consumer needs will help banks reclaim the high ground in the fight for customers and talent.
US inflation hit a new four-decade high in June: That’s causing some consumers to pull back on spending and others to wait for sales events such as Prime Day.
Is now really the time for that metaverse campaign? Playboy and the Care Bears seem to think so, economic outlook be darned.
We expect back-to-school sales to rise just 0.7%: Inflation is having a big impact on what consumers buy and when they buy it.
Big Cloud’s billing problem: Amid market uncertainty, companies aren’t keen on getting cloud bills for tens of thousands more than expected. AWS and others could adopt a winning billing strategy.
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