Articles

What Apollo Global will inherit in Shutterfly, who telegraphed its buyout to the world

By Jon Marino, June 10, 2019
Shutterfly ($NASDAQ:SFLY) has been considering going private a while now (about five years!) - and private equity investor Apollo Global has stepped in with a $2.7 billion bid to take the digital photography and imaging company private.
Shutterfly ($NASDAQ:SFLY) has been considering going private a while now (about five years!) - and private equity investor Apollo Global has stepped in with a $2.7 billion bid to take the digital photography and imaging company private.

Discount and location data says Chico's should have taken the buyout offer

By Jon Marino, June 10, 2019
When Chico's rejected a private equity firm's buyout offer, it was in the middle of a turnaround and had just parted ways with its CEO. This week it has earnings - and here is what the data tells us.
When Chico's rejected a private equity firm's buyout offer, it was in the middle of a turnaround and had just parted ways with its CEO. This week it has earnings - and here is what the data tells us.

Peloton may be going public but Equinox is about to flex in the same space

By Jon Marino, June 7, 2019
Equinox has grown under its private equity backer to become a global platform developing hotels, boxing, yoga, exercise and - yes - even a media property all into one global brand.
Equinox has grown under its private equity backer to become a global platform developing hotels, boxing, yoga, exercise and - yes - even a media property all into one global brand.

Michaels may need a crafty strategy to survive the retail apocalypse

By Jon Marino, June 5, 2019
Michaels is under the same pressure as other retailers this earnings season, from the same source of pain: mega-retailers cutting into its market share.
Michaels is under the same pressure as other retailers this earnings season, from the same source of pain: mega-retailers cutting into its market share.

Peloton treads water in a pre-IPO spin cycle

By Joshua Fruhlinger, June 5, 2019
As Wall Street awaits a Peloton IPO, the company appears to be in a bit of a quiet pivot before it offers itself up to the public.
As Wall Street awaits a Peloton IPO, the company appears to be in a bit of a quiet pivot before it offers itself up to the public.

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