The Weekly Consensus™ brings to your inbox every Monday a summary of the major stories that impacted consumer businesses in the prior week. It also includes “The Big Story” – and editorial by a Consensus professional commenting on an item of significance to the industry.


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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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Three years ago in the March Madness of 2019, the University of Virginia Cavaliers won the NCAA Men’s Basketball National Championship. Until last week, it had also been three years since the most recent Inspired Home Show, which was also in March 2019. While these events have absolutely nothing to do with each other, I […]

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Our objective with The Big Story is to discuss an issue of at least potential importance to the greater market for consumer products every week. Given this goal, we rarely stray into areas of life and death (though we have written extensively on the impact to the economy of the COVID-19 pandemic).  Without a doubt, […]

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