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Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses Apple's unveiling of the iPhone 17 Air. Dan gives his view of where Apple stands in the AI race, and his position as Chairman of Eightco Holdings. He speaks with Bloomberg's Tim Stenovec and Carol Massar at the Future Proof conference in Huntington Beach, California.See omnystudio.com/listener for privacy information.
Today - a look at the market remaining in complacency mode, boosted by a drop in yields and later by Broadcom's apparent coming collaboration with OpenAI on new chips. Also, new geopolitical developments, speculating on coming Trump announcement later today (including on a possible revaluation of US gold reserves), earnings coming up next week, the US jobs data today, a general sense of foreboding that something big is about to happen to this market, and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (with a one- to two-hour delay from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic
GESTIONNAIRES EN ACTION. Alimentation Couche Tard (ATD, 74,11$) a dévoilé le 2 septembre des résultats financiers légèrement supérieurs aux prévisions pour le premier trimestre de son exercice 2026. «Ce que je retiens avant tout, c'est la fin d'un cycle de recul aux États-Unis. On parle d'une progression de 0,4 % des ventes de magasins comparables (ouverts depuis plus d’un an). C'est modeste, oui, mais c'est surtout symbolique. On assiste à un point d'inflexion après sept trimestres consécutifs de baisse», résume Luc Girard, gestionnaire de portefeuille à Noël Girard Lehoux, Valeurs mobilières Desjardins. Il ajoute que le chiffre d'affaires est en léger recul à 17,3 milliards de dollars américains (G$US), tout en étant aussi supérieur aux prévisions des analystes, tout comme le bénéfice par action de 0,78$US. «Ce n'est pas un trimestre spectaculaire, bien évidemment, mais c'est rassurant. Ce qu'on voit ici, c'est une entreprise qui continue d'exécuter, même dans un environnement macroéconomique complexe. Pour les investisseurs, c'est un signal clair de résilience», juge-t-il. La seule ombre au tableau se situe du côté des marges bénéficiaires sur les ventes de carburant aux États-Unis. «C'est vraiment l'élément central du trimestre. Les marges sur le carburant ont reculé d'environ 10%. Elles sont passées de 41,5 cents à 37 cents le gallon. Forcément, le recul a un effet direct sur le bénéfice de l’entreprise. Mais attention, il faut remettre tout ça en perspective. On sort d'une période où les marges étaient exceptionnellement élevées, qui étaient dopées par l'inflation énergétique et aussi les tensions sur l'offre», explique-t-il. Les résultats de Couche-Tard étaient aussi les premiers à être dévoilés depuis l’abandon de l’acquisition de Seven & i Holdings, qui possède entre autres la bannière 7-Eleven. «Cette décision montre beaucoup de maturité stratégique. On parlait quand même d'une transaction de 46G$US, qui aurait quand même alourdi le bilan de façon significative. Dans le contexte actuel, où vous avez un coût de financement qui demeure élevé, où l'inflation maintient une pression sur les coûts opérationnels et où les marchés sont de plus en plus exigeants, on pense vraiment que c'était la bonne décision à prendre», analyse Luc Girard. Il souligne aussi que la direction de Couche-Tard a recommencé à racheter massivement de ses actions après la fin du premier trimestre. «On parle de près de 1G$US en rachats d'actions depuis la fin juillet. C'est un message qui est très clair. La direction estime que le titre est sous-évalué et elle agit donc en conséquence», affirme-t-il. L’oeil sur des actifs d’EG Group? Au mois d'août, divers médias ont parlé de la possibilité que la britannique EG Group puisse céder ses activités américaines de dépanneurs et de stations-services. Une telle acquisition serait, selon le gestionnaire de portefeuille, à la portée de Couche-Tard. «EG Group, effectivement, possède environ 1700 sites aux États-Unis et Couche-Tard a la capacité pour absorber ce type d'actifs sans fragiliser son bilan. La discipline est toutefois la clé. La société ne fera pas une acquisition à n'importe quel prix, surtout dans un contexte où les marchés sont plus volatils et que les investisseurs sont beaucoup plus attentifs à la qualité des actifs», raconte Luc Girard. Selon lui, Couche-Tard reste une entreprise résiliente, bien gérée et possède une capacité d'adaptation remarquable dans un environnement où l'inflation est modérée mais persistante et où les taux d'intérêt restent restrictifs. *Le balado «Gestionnaires en action» a reçu un honneur, étant reconnu en juin dernier dans le Top 100 des meilleurs balados sur les marchés financiers en ligne par la société américaine Million Podcasts.Pour de l'information concernant l'utilisation de vos données personnelles - https://omnystudio.com/policies/listener/fr
John is joined by Hidetaka Mihara, Senior Counsel at Tokyo International Law Office. They discuss three major legal developments in Japan: (1) the criminal and civil litigation arising from the 2011 Fukushima nuclear disaster, (2) the rise of shareholder activism, and (3) Nippon Steel's acquisition of U.S. Steel.On March 11, 2011, a massive earthquake and ensuing tsunami triggered the Fukushima nuclear disaster. Executives at the company that ran the nuclear power plant had been warned of tsunami risks years before the event, but did not report the risk to the government until days before the earthquake. The trial court found the executives not guilty of criminal negligence reasoning that tsunamis of this size were so rare and the cost of addressing the risk, cutting off electricity to the region while repairs were made, was so high that the company's delayed report did not amount to negligence. Related civil claims against the government and management were also dismissed, with courts holding that neither breached their obligations under Japanese law. Despite some public criticism, most Japanese have moved on from the tragedy, focusing on rebuilding rather than retribution.The recent rise of shareholder activism in Japan is a notable shift in a culture traditionally averse to corporate confrontation. This rise follows reforms in Tokyo Stock Exchange rules, greater emphasis on corporate governance, and changes in ownership thresholds that empower minority shareholders to propose changes. One example is the Seven & i Holdings case, in which activists pushed for a corporate restructuring. While their proposal failed, their recommendations for improving the company were eventually adopted by management. Although shareholder litigation remains rare in Japan, shareholder proposals and negotiations have become increasingly effective, aided by the gradual unwinding of entrenched cross-shareholding relationships.Finally, Nippon Steel's acquisition of U.S. Steel which has been politically controversial in the U.S., is widely seen in Japan as a strategic and mutually beneficial partnership. Japan views the acquisition as a way to strengthen both nations' competitiveness against Chinese and Indian steelmakers. Ultimately, the U.S. government approved the acquisition based, in part, on obtaining “golden share” rights, including the right to block certain potential managerial changes at the company. The conversation reflects how Japan's legal and corporate culture is gradually adapting to global norms while maintaining its distinct approach to risk, accountability, and trust.Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi
On this episode of Wash Talk: The Carwash Podcast, host Rich DiPaolo speaks with Kevin Matthews, chief operating officer and president of Summit Wash Holdings, about the company's rapid expansion and people-first culture. Matthews shares lessons from his early experiences in the car care industry, explaining how they shape Summit's operator-led approach. He outlines the operational and technological innovations that have enabled Summit to grow from 20 to more than 100 locations in just a few years. Matthews also discusses the impact of the company's growth partnership with New Mountain Capital, its 24-month strategic growth plans and the importance of fostering a strong, unified culture across new markets and acquired brands.
The topics, stocks and shares mentions / discussed include: Dividend paying investing winners Highlights of the Investor Summit Investor Summit partners & sponsors Alpha Bank / ALPHA Admiral Group / ADM Newmont Corporation / NEM Billington Holdings / BILN Safe reliable dividends / Dividend yield Rule of 72 / Compounding Why you should NOT always select the highest yield GOLD All-in sustaining costs / AISC The importance of research Book recommendations Unsung heroes Menphys Charity Fundraising Psychology Investing Trading & more ShareScope special discount offer code ShareScope : TwinPetes Harriman House books Harriman House – Independently minded publishing support the TwinPetesInvesting Challenge Investors' Chronicle sponsor Special Trial Offers (investorschronicle.co.uk) the TwinPetesInvesting Challenge Henry Viola-Heir's blog Home – The Ethical Entrepreneur Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES The 2025 TwinPetesInvesting MENPHYS Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2025 Just Giving page here where Peter Higgins & the TwinPetesInvesting podcast are fundraising for the children with disabilities charity, Menphys. The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the Sharescope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.
Dan Deming covers the commodities market. He argues that central banks now own more gold than U.S. treasuries for the first time in 30 years, both because of the threat of lower rates and U.S. debt levels. It hit another record high today, and he thinks momentum is still to the upside. The U.S. dollar weakened after the JOLTS report, and Dan thinks that it is “coiling” in a range. He thinks crude oil will continue to fall into the upper 50's.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
World Liberty Financial's token "WLFI" began listing on several crypto exchanges this week. The biggest holder of WLFI? The Trump family. Jenny Horne and Adam Lynch look into the latest crypto trends this week, including an update from the SEC & CFTC. Plus, Jenny and Adam look at historical performance trends for Bitcoin as the month of September begins.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Smooth sailing so far for Ferry Holdings, as a preferred supplier of two new Cook Strait vessels is selected. Rail Minister Winston Peters has announced a fixed price has been agreed for two 200-metre-long ferries with road and rail decks, and room for 1500 passengers each. Ferry Holdings Limited Chair Chris Mackenzie says final negotiations have started - and contracts will be signed by the end of the year. He told Mike Hosking a letter of intent was signed with the shipyard and now technical discussions have begun before contracts can be signed. The name of the shipyard will be released when the contracts are signed. Mackenzie told Hosking 60 shipyards were in the mix to begin with, and it had shipyards in four countries, that's now come down to one. LISTEN ABOVE See omnystudio.com/listener for privacy information.
Those in charge of buying our new Interislander ferries are confident a good deal has been reached. The yet-to-be-named preferred supplier has signed a letter of intent, and agreed with Ferry Holdings on a fixed price. Chair Chris Mckenzie says they're now at the technical negotiation stage. "We now negotiate what's inside that boat - arrangements even down to what sort of sinks we have in the kitchens - and then a final contract will be signed before the end of the year." The 200-metre long ferries will have road and rail decks, and room for 1500 passengers each. LISTEN ABOVESee omnystudio.com/listener for privacy information.
A decade after Kraft and Heinz merged, the food giant is separating into two independent, publicly traded companies through a tax-free spinoff, Kroger faces a second patent infringement lawsuit, and in order to focus on its convenience-store business, Seven & i Holdings, parent of 7-Eleven convenience stores, has completed the sale of its York Holdings supermarket and specialty retail subsidiary to Bain Capital for more than $5.5 billion
Stephen Grootes speaks to Shoprite CEO Pieter Engelbrecht as the group reports record results, with sales topping R250bn, revenue up 8.6% to R256.7bn, and headline earnings per share climbing 15.8%. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Op maandag blikken we in De 7 altijd vooruit op de week die komt, met een gast.Vandaag is dat collega journalist en editorialist bij De Tijd, Bart Haeck.Welke houding neemt ons land aan tegenover Israël én tegenover Palestina? Premier De Wever zit straks samen met zijn topministers.Voor Vlaams minister Zuhal Demir start voor de eerste keer een nieuw schooljaar sinds ze minister is van Onderwijs. Heeft ze al een en ander in beweging gezet?Welke bedrijven komen nog met cijfers, nu het resultatenseizoen zowat ten einde loopt?En voor Donald Trump komen er deze week belangrijke macro-economische data: het jobrapport en de handelsbalans in de VS. Host: Bert RymenProductie: Joris VanderpoortenSee omnystudio.com/listener for privacy information.
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I denne episoden av Vinkjelleren forteller Fred Fades (Fredrik Øverlie) om Tøyen Holdings vei fra musikk til vin og samarbeidet med vinprodusenten Charodon i Bourgogne.Han deler sin lidenskap for klassisk og naturlig vin - og ikke minst sine beste tips til steder og drikke og spise i Paris.Le VillaretCafe CompagnonBistrot des TournellesBistrot Paul Bert19 Saint-Roch Hosted on Acast. See acast.com/privacy for more information.
Step into a conversation that goes right to the heart of nonprofit operations: banking relationships, establishing credit, and securing financial footing for long-term stability. Guest Jason Garcia, CEO of Holdings, a bank just for nonprofits, offers real guidance on how nonprofits can think like businesses when it comes to financial credibility and strategy.Jason begins by sharing his vision for HoldingsForGood.com: “Our hope and mission is to be the dedicated partner for nonprofits across the U.S. and help them achieve their goals and increase their chances of success in their missions.” With a career built in community banking and startup finance, Jason brings a sharp perspective to an area where many nonprofits struggle—creditworthiness.The conversation turns to the importance of establishing a credit strategy early. Jason advises that nonprofits should begin as soon as possible, even if they aren't immediately seeking loans or credit lines: “The best time to talk to different credit providers is when you don't need it.”Practical steps emerge throughout the conversation, cohosted by Ellie Hume and Julia Patrick. Building a strong permanent file of organizational documents—EIN, IRS determination letter, bylaws, state registrations—was identified as essential. Ellie emphasizes that many nonprofits have these materials but often can't locate them when needed. Jason describes how physical addresses (not PO boxes) are becoming non-negotiable due to fraud prevention measures, a reminder of how operational details intersect with financial access.This important discussion expands beyond traditional lines of credit. Vendor relationships, government contracts, and reporting to credit bureaus such as Dun & Bradstreet, Experian, and Equifax were positioned as overlooked opportunities to build a financial profile. Ellie points to the frustrations nonprofits face when executive directors are forced to tie personal social security numbers to organizational credit cards.What will be clear is that banking relationships are not just transactional; they're strategic. From choosing the right accounts and systems that sync seamlessly with accounting platforms, to knowing when to push for the removal of personal guarantees, nonprofits must think about finance as a forward-looking strategy rather than an emergency fix.The episode closes with an energizing call from Jason: operate like a business. By being proactive with credit, asking the right questions of financial partners, and benchmarking against peer organizations, you can position your NPO for resilience!Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
In this episode, Richard Mulry, President and CEO of Northwell Holdings, discusses advancing innovation through strategic investments, AI-enabled solutions, and new company launches while building partnerships that enhance care delivery and support the future of healthcare.
Du lundi au jeudi, de 16h35 à 17h, Amaury de Tonquédec reçoit dans BFM Bourse experts et acteurs du monde des cryptomonnaies pour tout savoir des actualités et des tendances de ce secteur.
Jill Barber is President of CYMI Holdings, which serves as the family office for the Mathile Family. Jill joined CYMI in 1999 just prior to the family's sale of Iams Pet Food Company to Procter & Gamble. With more than two decades of experience advising three generations of the Mathile family, Jill has become a widely respected voice in the global family office community. On today's episode, we do a deep dive into family offices – how they work, how they evolve, and how they support the needs and legacy of the family. (0:51) – Where did Jill grow up?(2:17) – How did Jill find her way into the family office space?(4:00) – What questions should families ask if they are thinking of setting up a family office?(8:11) – How should family offices decide which services to build in-house and which to outsource?(10:46) – How does the family office engage with younger generations of family members?(13:24) – How do you approach governance in a family office?(17:14) – How has the family office evolved over the years?(20:52) – Do family offices have a “culture”?(23:35) – What are some defining moments during Jill's career at CYMI?(25:22) – What questions are top of mind for family offices today?(28:12) – What is the “why” that drives Jill?
Campervan company Tourism Holdings has reported a bottom line net loss, which they're claiming reflects the economic situation in the US. Despite the weak results, the company's hopeful about incoming future growth, which is supported by forward rental bookings showing double-digit percentage revenue growth in all markets except the US Tourism Holdings CEO Grant Webster explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Dive into a candid conversation with Sanjay Aggarwal, a veteran energy expert, on pioneering renewable energy, balancing profitability with sustainability, and transforming India's energy landscape through innovation and community engagement.00:35- About Sanjay AggarwalSanjay is an adviser to Fortum Holdings BV.He's also the ex-president of Fortum India.
SBI Holdings, one of Japan's largest financial conglomerates with over 11 trillion yen ($74 billion) in assets under management, has partnered with Soneium blockchain (on Optimism) to develop a continuous trading platform for tokenized stocks and real-world assets. Meanwhile, Ripple, a leader in enterprise blockchain, has partnered with SBI Holdings to distribute Ripple USD (RLUSD) in Japan in 2026.~This episode is sponsored by Uphold & Coinbase~Uphold Get $20 in Bitcoin - Signup & Verify and trade at least $100 of any crypto within your first 30 days ➜ https://bit.ly/pbnupholdBuy $50 & Get $50 for getting started on Coinbase➜ https://bit.ly/CBARRON00:00 Intro00:10 Sponsor: Coinbase00:35 Ethereum All-time High01:00 Japan XRP + Soneium01:20 Sota Watanabe02:40 Yoshitaka Kitao03:10 Ripple Panics? RLUSD Coming To Japan03:50 XRP security problems04:20 XRPL Payments stagnant04:50 Sponsor: Uphold05:20 Trump going to Japan05:50 September Tokyo Events06:15 Japanese Yen Stablecoin Chains06:30 Kyoto DEX07:00 Sony Bank07:30 Superchain07:50 $OP chart09:00 Outro#Crypto #XRP #Ethereum~Japan Goes All-In on Crypto!!!
BUSINESS: Hann Holdings delays IPO due to market conditions, plans future launch | Aug. 23, 2025Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein #TheManilaTimes#KeepUpWithTheTimesSubscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein #TheManilaTimes#KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.
Tracey Ryniec, Zacks Senior Stock Strategist, checks in on ARK Invest's flagship ETF which is seeing big cash inflows again in 2025. (0:30) - Is Cathie Wood Making A Comeback and Should You Be Jumping In? (6:30) - Breaking Down ARKK Recent Performance and It's Holdings (21:45) - Episode Roundup: TSLA, SHOP, PLTR, TEM, COIN, HOOD, CRCL om
In this episode, John breaks down how the same skills that fuel the hustle can be transformed into legitimate businesses and lasting wealth. From the street corner to the corner office, he shares personal stories, real-world examples, and practical steps to shift from survival mode into strategy, ownership, and legacy. Whether you’ve hustled to make ends meet, juggled multiple jobs, or simply wanted to turn your grind into growth, this episode offers a blueprint to flip street smarts into generational wealth.See omnystudio.com/listener for privacy information.
过去几年,日本和北美市场间有两桩非常值得关注的大型跨国并购案:其一是日本制铁对美国钢铁的收购,其二就是加拿大便利店连锁集团Alimentation Couche-Tard针对7-ELEVEn母公司柒和伊控股的收购要约。前者在特朗普的介入下兑现,后者则是在一整年的纠结后无疾而终。7-ELEVEn是便利店行业的标杆企业,甚至可以说它基本上塑造了现在很多人对“便利店”,以及日本精细化零售管理的基本概念。但在7-ELEVEn的发源地美国,它正面临宏观因素的多重挑战,所以打算进一步学习日本经验。而在7-ELEVEn之上,柒和伊控股的体内原本包含很多更老的零售基因片段,比如百货、超市、家庭快餐店和专业零售。它们与便利店主业越来越难以形成合力,以至于拖累了公司的股价。趁着这次ACT的冲击,柒和伊控股卸下了不少业务包袱——但更难卸掉的,是复杂、僵化的治理体系包袱。| 主播 |肖文杰、约小亚| 时间轴 |02:01 7-ELEVEn的保卫战始末06:39 ACT为何对柒和伊控股不满?08:47 两种便利店,两种7-ELEVEn18:43 美国7-ELEVEn想从日本学什么27:49 柒和伊控股,多元庞杂的企业集团33:23 股东视角和非股东视角的差异| 延伸资料 |Alimentation Couche-Tard在收购失败后发布的声明柒和伊控股针对便利店业务的转型方案Transformation of 7-Eleven柒和伊控股2024财年报告Bloomberg-Billionaire 7-Eleven Heirs' Buyout Bid Came After Hasty U-TurnFinancial Times-The US CEO thrust into Japan's biggest takeover battleHarvard Business School-Tanpin Kanri: Retail Practice at Seven-Eleven JapanBain Capital Agrees to Acquire Supermarket & Specialty Stores Businesses from Seven & i Holdings第一财经周刊-《加入7-ELEVEn》(原文发布于2012年8月)| 后期制作 |潘鑫| 声音设计 |刘三菜| 收听方式 |你可以通过小宇宙、苹果播客、Spotify、喜马拉雅、网易云音乐、QQ 音乐、荔枝、豆瓣等平台收听节目。| 认识我们 |微信公众号:第一财经 YiMagazine联系我们:thatisbiz@yicai.com
The FTC taking aim at ticket resellers, particularly focusing on Taylor Swift's Eras Tour. FTC Chairman Andre Ferguson discusses the suit and the M&A environment for big tech. Then the CEO of cruise operator Viking is with us, discussing the outlook for global travel demand. Plus Softbank taking a $2B stake in Intel. What that means for shareholders.
Ed, Simon, and Harvey discuss news in the real estate portal industry, including the appointment of a new CEO at REA Group, the challenges he faces, the complexities of going public for real estate companies, and the recent allegations against KE Holdings in China for inflating their financial numbers. The conversation also touches on the importance of integrating new home developments into real estate portals.
Pieter Engelbrecht, CEO of South Africa's largest supermarket group Shoprite Holdings, is interviewed by Jewel Kiriungi, BBC Africa Business Correspondent. His company employs 163,000 people, the largest in the country's private sector, with three thousand stores across nine African countries. Pieter Engelbrecht describes to Jewel how he believes the company helps people on low incomes by producing food at prices they can afford, in a country where a quarter of all South Africa children don't eat enough protein. He says they have a purpose to help people survive. He talks about the success of the company's loyalty card programme and how everything they do is data driven. He says he sees potential to grow the business in South Africa and beyond despite Shoprite having closed its operation in several parts of the continent, including Nigeria and Kenya.(Image: Pieter Engelbrecht, Credit: Getty Images/Bloomberg)
The Shred is a weekly roundup of what's making headlines in the world of employment. The Shred is brought to you today by Jobcase.
How do you turn a $10K test budget into $1M in just 30 days? When Q4 sales hit a wall, Miranda (Performance Marketing Manager at 365 Holdings) didn't panic. Instead, she diversified beyond Meta, and tested new channels like Pinterest, Snapchat, and AppLovin. Nik and Miranda unpack the exact strategies, creative approaches, and measurement tactics that fueled a massive holiday sales surge. You'll hear why relying on one ad channel can tank your business, how to creatively adapt ads for different platforms, and the surprising differences between running ads on Meta versus in‑game mobile platforms. And, what's Miranda's take on AI in ad creative? She picks her top tools and shares how smaller companies can compete with larger ones without breaking the bank. AppLovin is the fastest growing ad platform for DTC brands. It enables brands to run ads in a variety of mobile games, reaching over 150M daily active users in the US and driving measurable performance at scale. AppLovin Ecommerce Newsletter Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik's DTC newsletter: https://bit.ly/3mOUJMJ And if you're looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik's most unfiltered, uncensored thoughts.
SpartanNash misses out on more than $48 million in its sale to C&S Wholesale Grocers. Seven & i Holdings embarks on what it is calling the “transformation of 7-Eleven” at all levels of the organization. And Sunoco LP is expected to close on its $9.1 billion acquisition of Parkland Corp. in the fourth quarter.
In this special encore episode we revisit an insightful conversation with Janet Hayes, CEO of Crate and Barrel Holdings as she shares her career journey and the brand's $5B growth ambitions. From their visionary Flatiron NYC flagship to enhanced digital design services and significant tech investments, the iconic 60 year old home retailer furnishings retailer is modernizing for a more remarkable future.”Janet shares leadership lessons from a remarkable career with brands like Williams-Sonoma, Pottery Barn, Nike, and Gap and, now, in her current role driving growth as the CEO of Crate & Barrel, CB2, and Hudson Grace. We delve into her perspectives on the role of technology, the changing nature of work, and more. We also get a glimpse into the drive forces behind their latest flagship store in New York's Flatiron District. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.
2 GCs and a Law Firm Partner answer YOUR questions. Kate Dugan and Joe Glynias return to join Stacy Bratcher in The Legal Department and share their views on maintaining and getting the best value out of in-house relationships. They talk about managing remote teams, crisis communications, and how to get up to speed managing a new function. Joe also reflects on the first year of Husch Blackwell's "HB In-House" program, including some hot takes about what it is like to be in-house counsel. Got a burning question for Office Hours? Reach out at hello@legaldepartmentpod.com
How do the courts assess similarities between trademarks and the potential for confusion amongst members of the public? https://uklawweekly.substack.com/subscribe Music from bensound.com
In this special guest host episode, Larry Pershing from Optimum Retirement Planning talks about how to reduce and manage concentrated holdings in your investment portfolio. Particular emphasis is given to the tax implications and tax management of trying to reduce highly appreciated positions in normal brokerage accountsLinks in this episode:Optimum Retirement Planning's website - https://www.optimumretirementplanning.com/Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
Willy sat down with Michael Levy, CEO of Crow Holdings, a Dallas-based real estate investment and development firm with over $33 billion in assets under management. They discussed Michael's broad macro view of the CRE market, opportunities he's seeing across the asset classes, secular trends shaping the industry, opportunities in private credit, as well as his career journey, managing through the financial crisis, and leadership lessons learned along the way. Learn more about your ad choices. Visit megaphone.fm/adchoices
Kea Nonyana from Scope Prime breaks down the surprise in US Q2 GDP growth and unpacks what the Sarb MPC might do next in response to shifting global and local conditions. John Reade from the World Gold Council explains how central banks are cooling on the US dollar, while gold demand remains strong despite ongoing supply constraints. Brendan de Jongh from PortfolioMetrix emphasises the importance of filtering through the flood of financial news.
BitMine establishes a $2 billion ETH reserve. EigenLayer launches Multi-Chain Verification. Optimism activates Superchain Upgrade 16. Privacy Pools supports USDT and USDC. And core developers CFI three headliner EIPs for Glamsterdam. Read more: https://ethdaily.io/747 Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.
International Bankruptcy, Restructuring, True Crime and Appeals - Court Audio Recording Podcast
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The Shred is a weekly roundup of what's making headlines in the world of employment. The Shred is brought to you today by Jobcase.
On this episode of the Three-Inning Save podcast, Jen Ramos Eisen talks about her reporting on Diamond Baseball Holdings, the private equity firm that owns over 45 minor league baseball teams, including Dodgers affiliates the Oklahoma City Comets, Tulsa Drillers, and the Ontario-bound Rancho Cucamonga Quakes. Related reading: Diamond Baseball Holdings' ever-expanding minor league empire, at Defector; and media capitulation of MLB holding the All-Star Game in Atlanta, four years after pulling the game, at The Objective. The Three-Inning Save is part of the Fans First Sports Network. Hosted by Eric Stephen and Jacob Burch, with questions from Craig Minami. Produced by Brian Salvatore. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Highly Enlightened, host Jon Purow connects with Samuel Brill, CEO of Ascend Wellness Holdings. Prior to becoming CEO, he he first served as Lead Independent Director and now leads the charge at one of the country's largest multi-state operators. He is a veteran of capital markets, private equity, and corporate transformation—with nearly three decades of experience guiding businesses through high-stakes moments. Before stepping into the cannabis space, Sam led private equity efforts at Seventh Avenue Investments, managing the portfolio for a multibillion-dollar single-family office focused on turning around underperforming businesses. He's also served as CIO at Weismann Capital, overseeing investments across credit, real estate, and structured deals. Sam's fingerprints are on a range of industries—from medical devices to distressed debt—and he currently chairs the board of Invacare Holdings while advising companies through his consultancy, S Brill LLC. Across it all, he's been the steady hand in the boardroom, the turnaround strategist behind the scenes, and the one asked to lead when stakes are highest.
President Trump host a bilateral meeting with the president of the Philippines, touting that a trade deal is close, while also continuing his beratement of Fed Chair Powell. Then the CEO of Suntory, which owns brands like Jim Beam and Makers Mark, lays out how tariffs are impacting the business and the latest on the trade negotiations with Japan. Suntory's CEO also serving as an economic advisor to the Japanese Prime Minister. And Finally reported delays in AI datacenter project ‘Stargate' have OpenAI and Oracle striking some side deals, leaving SoftBank on the sidelines. Carl Quintanilla and Sara Eisen cover it all on Money Movers.
Crypto News Alerts | Daily Bitcoin (BTC) & Cryptocurrency News
Max Keiser sounds the alarm on corporate Bitcoin risks warning us that governments could seize your corporate bitcoin holdings at any time they choose. “Any Bitcoin held by any of the ETF's on offer in the US, as stipulated in the prospectus, can be seized by the US gov at any time, for any reason they deem.” Learn more about your ad choices. Visit megaphone.fm/adchoices
Matt DuPlessie is founder and CEO of Level99, a real-world gaming venue designed for adults. He covers the origins of Level99, its unique concept of combining various physical and mental challenge rooms with high-quality dining, and plans for growth, including upcoming locations in Tysons, Virginia, Hartford, Connecticut, and Disney Springs in Orlando. Matt also discusses the technology and design process behind the games, the importance of integrating local art, and the investment in Level99 by Ron Shaich's Act 3 Holdings. James Cook is the director of retail research in the Americas for JLL. Subscribe: Apple Podcasts | Spotify Listen: WhereWeBuy.show Email: jamesd.cook@jll.com YouTube: http://everythingweknow.show/ Read more retail research here: http://www.us.jll.com/retail Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.
Kelcey Lehrich is the Co-Founder and CEO of 365 Holdings, based in Akron, Ohio. 365 Holdings acquires and operates consumer products companies, with a focus on eCommerce and a goal of long-term ownership.In our conversation, Kelcey shares his path to entrepreneurship and his evolution from making his first acquisition to becoming a seasoned operator. He weaves in lessons from challenging ventures, unconventional acquisitions, and the earned wisdom of building durable businesses in the competitive world of e-commerce.We unpack how Kelcey thinks about demand creation versus demand capture, what it takes to build a resilient holding company, the tradeoffs between a centralized shared-services model and a decentralized structure, and how to create the best long-term home for brands. He also shares wisdom on what makes a company worth buying in the first place, lessons learned from organizing the HoldCo Conference — the un-conference of Micro Private Equity — here in Cleveland, and much more.Kelcey offers valuable insight for anyone exploring entrepreneurship through acquisition — or simply curious about how to thoughtfully scale something of quality over time. Please enjoy!00:00:00 - The Entrepreneurial Spirit Unlocked 00:05:32 - Navigating Early Entrepreneurial Ventures 00:08:28 - The Birth of 365 Holdings 00:11:18 - E-Commerce Evolution and Insights 00:14:36 - Acquisition Strategies and Lessons Learned 00:17:37 - Understanding Distressed M&A 00:20:13 - The Rise of Entrepreneurship Through Acquisition 00:35:33 - Evolving Business Strategies 00:38:30 - Defining Success in Business 00:39:46 - Core Values and Company Culture 00:40:58 - Raising the Quality Bar 00:42:59 - The HoldCo Conference 00:45:20 - The Mindset of a HoldCo Entrepreneur 00:47:01 - Incentives and Profit Sharing 00:49:30 - Inspirations and Aspirations 00:50:16 - The Future of E-Commerce 00:52:12 - Opportunistic Acquisitions 00:53:19 - Building in Northeast Ohio 00:55:00 - Hidden Gem-----LINKS:https://365-holdings.com/https://www.linkedin.com/in/kelceylehrich/-----SPONSOR:Roundstone InsuranceRoundstone Insurance is proud to sponsor Lay of The Land. Founder and CEO, Michael Schroeder, has committed full-year support for the podcast, recognizing its alignment with the company's passion for entrepreneurship, innovation, and community leadership.Headquartered in Rocky River, Ohio, Roundstone was founded in 2005 with a vision to deliver better healthcare outcomes at a more affordable cost. To bring that vision to life, the company pioneered the group medical captive model — a self-funded health insurance solution that provides small and mid-sized businesses with greater control and significant savings.Over the past two decades, Roundstone has grown rapidly, creating nearly 200 jobs in Northeast Ohio. The company works closely with employers and benefits advisors to navigate the complexities of commercial health insurance and build custom plans that prioritize employee well-being over shareholder returns. By focusing on aligned incentives and better health outcomes, Roundstone is helping businesses save thousands in Per Employee Per Year healthcare costs.Roundstone Insurance — Built for entrepreneurs. Backed by innovation. Committed to Cleveland.-----Stay up to date by signing up for Lay of The Land's weekly newsletter — sign up here.Past guests include Justin Bibb (Mayor of Cleveland), Pat Conway (Great Lakes Brewing), Steve Potash (OverDrive), Umberto P. Fedeli (The Fedeli Group), Lila Mills (Signal Cleveland), Stewart Kohl (The Riverside Company), Mitch Kroll (Findaway — Acquired by Spotify), and over 200 other Cleveland Entrepreneurs.Connect with Jeffrey Stern on LinkedIn — https://www.linkedin.com/in/jeffreypstern/Follow Lay of The Land on X @podlayofthelandhttps://www.jeffreys.page/
The Shred is a weekly roundup of what's making headlines in the world of employment. The Shred is brought to you today by Jobcase.
Host Jennifer Sanasie breaks down the latest news in the crypto industry as Metaplanet has become the fifth largest corporate holder of bitcoin.Metaplanet has become the fifth largest corporate holder of bitcoin, racing past Elon Musk's Tesla. The firm bought 1,234 BTC for $133 million, taking its stash to over 12,000 bitcoin. And, what's driving the surge in SEI's native token? CoinDesk's Jennifer Sanasie hosts “CoinDesk Daily.”-Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.Visit ledn.io to learn more. -This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.