The Weekly Consensus™ brings to your inbox every Monday a summary of the major stories that impacted consumer businesses in the prior week.

Casualization has been a megatrend in apparel and footwear over the last two decades, fueled by changing norms in the workplace and the emergence of athleisure. The trend has been a boon for companies like lululemon and Allbirds, but it has been a challenge for brands and retailers catering to business and occasion dressing. When […]

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With Major League Baseball (MLB) kicking off its 2022 season last week, fans will be enjoying “America’s pastime” over the next several months at home and at the ballpark. For many, the ritual of taking in a game at a stadium includes not only admiring towering home runs and thrilling extra-inning games, but also, of […]

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SPAC IPOs and de-SPAC transactions reached record-breaking numbers in 2021, building off already-high levels of activity in 2020. According to SPACInsider, the number of SPAC IPOs increased from 248 in 2020 to 613 in 2021 and total SPAC IPO proceeds also increased from approximately $83 billion in 2020 to more than $160 billion in 2021. […]

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An important skill as an investment banker is to work with clients to project companies’ future financial performance.  Whether dealing with investors, lenders, or shareholders, all want to know how management sees the next few months, quarters, and years playing out. In the process of developing projections, company management spends hours trying to prognosticate what […]

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In January, our colleagues Billy Busko and Betsy White explored in this forum the implications of non-fungible tokens (“NFTs”) and the metaverse for the consumer industry. These topics have recently grabbed the attention of the public and media – in January, Paris Hilton even flaunted her Bored Ape Yacht Club NFT collection on Jimmy Fallon’s […]

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