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2026-01-30-Erstad-WSJ-Cruise-Lines

Cruise Investors Got a Cabin Upgrade

The Wall Street JournalBy insights@mscience.comJanuary 30, 2026

Plus pricey iPhones and melting gold – Is the wait finally over? Investors are braced for President Trump to name his pick to chair the Federal Reserve. His likely nominee….

2026-01-15-Willison-ISM-Semiconductors

The Core of the Chip War

ISMBy insights@mscience.comJanuary 14, 2026

As the semiconductor industry has become a central arena of geopolitical competition, supply chains — through efficiency, resilience, diversification and talent….

2025-12-12-Jacob-Barrons-LULU

Lululemon Stock Pops on Earnings Beat and CEO Change

Barron'sBy insights@mscience.comDecember 12, 2025

Lululemon Athletica stock jumped Thursday after the company posted a better-than-expected fiscal third quarter and said CEO Calvin McDonald would be stepping down next year…

2025-12-11-Jacob-Reuters-LULU

Lululemon CEO McDonald to step down, shares rise 10%

ReutersBy insights@mscience.comDecember 11, 2025

Lululemon Athletica (LULU.O) said that CEO Calvin McDonald was leaving the company without a replacement and raised its annual profit forecast, sending shares up…

2025-12-01-Erstad-Travel-Weekly-Cruise-Line

With consumers pulling back a bit, lines fall short of Wall Street expectations

Travel WeeklyBy insights@mscience.comDecember 1, 2025

The cruise sector may be known for its resilience to economic headwinds, but it’s not entirely immune to broader macroeconomic trends….

2025-11-17-Tomlinson-Barrons-LOW

Lowe’s Stock Jumps After Earnings Beat. It Raises Questions Over Home Depot.

Barron'sBy insights@mscience.comNovember 17, 2025

Lowe’s shares were gaining Wednesday after it beat expectations for third-quarter earnings. The home improvement retailer’s report raises…

2025-11-13-Tomlinson-Retail-Dive-DDS

Retail basics propel Dillard’s in Q3

Retail DiveBy insights@mscience.comNovember 13, 2025

The department store’s strength across categories is less about artificial intelligence and more about merchandising, loyalty and well-run stores….

2025-11-05-Tomlinson-RetailBrew-Retail

Shoppers fear a discount gap this holiday season. Here’s how retailers are responding

Retail BrewBy insights@mscience.comNovember 5, 2025

Many consumers are worried there will be a pullback in discounts this year, and yet promotions have never been more important for getting…

2025-11-05-Willison-Reuters-MTCH

Match Group forecasts quarterly revenue below estimates as payers continue to slide

ReutersBy insights@mscience.comNovember 5, 2025

Match Group forecast fourth-quarter revenue below analysts’ estimates on Tuesday, underscoring ongoing challenges in its turnaround…

VSCO-10/16/2025

Victoria’s Secret Fashion Show Bets on Sexy to Strut the Brand Back to Growth

Barron'sBy insights@mscience.comOctober 16, 2025

This year’s Victoria’s Secret Fashion Show was more than a glittery spectacle. It was the ultimate test of new CEO Hillary Super’s turnaround plan…

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