1. Technology & Innovation

How we’re positioning our portfolio heading into the worst month of the year

Written by Posted on Less than 0 min read

We’ve been shaping our investments around companies that can historically hold up in tough environments, and using downturns to buy high-quality tech.

View Original Article
Member since
CNBC is the recognized world leader in business news and provides real-time financial market coverage and business content consumed by more than 355 million people per month across all platforms. https://www.cnbc.com
Do you like CNBC's articles? Follow on social!

More from CNBC

  1. Holiday & Events

Shopper turnout hit record high over Black Friday weekend, retail trade group says

A record number of holiday shoppers turned out from Thanksgiving Day to Cyber Monday, according to the National Retail Federation. View Original Article Holiday & Events Shoppers CNBC Member since October 25, 2020 Loading + Follow Following CNBC is the recognized world leader in business news and provides real-time financial market coverage and business content […]
< 1 min read
0
  1. Department: Consumer Durables

Lululemon used tiny organisms instead of fossil fuels to make the nylon for its new shirt

[[“value”:”On Tuesday, Lululemon announced it’s selling shirts made with nylon sourced by way of biomanufacturing processes from biotech company Geno.”]]  View Original Article Dept. Apparel CNBC Member since October 25, 2020 Loading + Follow Following CNBC is the recognized world leader in business news and provides real-time financial market coverage and business content consumed by […]
< 1 min read
0
  1. ESG

Etsy stock falls after company lays off 11% of its staff, citing ‘very challenging’ environment

​[[“value”:”Etsy is laying off 11% of its workforce and restructuring its business amid a “very challenging” macro and competitive environment.”]]  View Original Article Associates Sustainability CNBC Member since October 25, 2020 Loading + Follow Following CNBC is the recognized world leader in business news and provides real-time financial market coverage and business content consumed by […]
< 1 min read
0
  1. Channel: Restaurants

Burger King parent earnings beat estimates as revenue climbs 15%

Restaurant Brands International reported results that beat expectations, fueled by strong same-store sales growth from Burger King’s overseas restaurants. View Original Article Results & Investment Restaurants International CNBC Member since October 25, 2020 Loading + Follow Following CNBC is the recognized world leader in business news and provides real-time financial market coverage and business content […]
< 1 min read
0
  1. Associates & Employees

Wayfair shares surge after home goods retailer announces 1,650 job cuts, 13% of workforce

Digital home goods retailer Wayfair is cutting 13% of its global workforce as it looks to trim down its structure, cut layers of management and reduce costs.  View Original Article Associates Dept. Nonfood CNBC Member since October 25, 2020 Loading + Follow Following CNBC is the recognized world leader in business news and provides real-time […]
< 1 min read
0
  1. Uncategorized

Why NYC’s subway is struggling

​[[“value”:”Fare evaders cost the MTA more than $690 million in 2022.”]]  View Original Article CNBC Member since October 25, 2020 Loading + Follow Following CNBC is the recognized world leader in business news and provides real-time financial market coverage and business content consumed by more than 355 million people per month across all platforms. https://www.cnbc.com […]
< 1 min read
0
  1. Channel: Restaurants

Restaurant Brands International earnings top estimates, fueled by stronger Tim Hortons, Burger King sales

Restaurant Brands International’s global same-store sales increased 9% in the quarter, fueled by the performance of Tim Hortons and Burger King. View Original Article Restaurants International Results & Investment CNBC Member since October 25, 2020 Loading + Follow Following CNBC is the recognized world leader in business news and provides real-time financial market coverage and […]
< 1 min read
0
  1. Channel: Restaurants

Olive Garden parent company Darden beats estimates, raises outlook

Darden Restaurants, the parent company of Olive Garden and LongHorn Steakhouse, raised its outlook for the year. View Original Article Restaurants CNBC Member since October 25, 2020 Loading + Follow Following CNBC is the recognized world leader in business news and provides real-time financial market coverage and business content consumed by more than 355 million […]
< 1 min read
0
  1. ESG

Livestream shopping booms as small businesses strike gold on social media

​[[“value”:”The trend involves a seller broadcasting live video of themselves showing and explaining products while viewers ask questions and make purchases in real time.”]]  View Original Article Marketing: Social Media ESG and CSR CNBC Member since October 25, 2020 Loading + Follow Following CNBC is the recognized world leader in business news and provides real-time […]
< 1 min read
0
  1. Channel: Home Improvement

Home Depot names company veteran Ted Decker as CEO

The home improvement retailer’s leadership change takes effect in March 1. View Original Article Executives Home Depot CNBC Member since October 25, 2020 Loading + Follow Following CNBC is the recognized world leader in business news and provides real-time financial market coverage and business content consumed by more than 355 million people per month across […]
< 1 min read
0
  1. Shopper & Customer

Uncertainty clouds holiday shopping for consumers as inflation takes a toll

To combat higher prices, shoppers plan to make fewer purchases and at a discount this holiday season. View Original Article Consumers Economy Shoppers Holiday & Events CNBC Member since October 25, 2020 Loading + Follow Following CNBC is the recognized world leader in business news and provides real-time financial market coverage and business content consumed […]
< 1 min read
0
  1. Uncategorized

Levi Strauss shares drop after retailer slashes guidance on weak wholesale revenue

​[[“value”:”Levi slashed its profit outlook for the year after it reported a slowdown in US wholesale revenue that the retailer expects will continue.”]]  View Original Article CNBC Member since October 25, 2020 Loading + Follow Following CNBC is the recognized world leader in business news and provides real-time financial market coverage and business content consumed […]
< 1 min read
0
  1. CPG: Beverage

Coca-Cola earnings beat estimates, fueled by price hikes and higher demand

[[“value”:”Coke’s stock has risen less than 1% in 2023, and the company has a market value of $277 billion.”]]  View Original Article Results & Investment Coca Cola CNBC Member since October 25, 2020 Loading + Follow Following CNBC is the recognized world leader in business news and provides real-time financial market coverage and business content […]
< 1 min read
0
  1. Corporate Strategy

North Face owner VF Corp. falls 10% after guidance cut, CEO steps down

VF Corporation on Monday lowered its revenue and earnings expectations for the second half of its fiscal year. View Original Article Executives Results & Investment CNBC Member since October 25, 2020 Loading + Follow Following CNBC is the recognized world leader in business news and provides real-time financial market coverage and business content consumed by […]
< 1 min read
0
  1. Channel: Specialty & Other

Bed Bath & Beyond jumps nearly 40%, AMC surges as meme chatter on message boards increase

Bed Bath & Beyond and AMC Entertainment surged on Monday as meme traders seemed to be betting on the stock despite any apparent catalyst for the move. View Original Article Bed Bath & Beyond CNBC Member since October 25, 2020 Loading + Follow Following CNBC is the recognized world leader in business news and provides […]
< 1 min read
0
  1. Department: Food

Taco Bell tests its own meat substitute ahead of Beyond Meat launch later this year

Taco Bell is testing a plant-based meat substitute made from soy and pea protein at its restaurants in Birmingham, Alabama. View Original Article Restaurants Dept. Fresh Health & Wellness Trends: Food and Beverage CNBC Member since October 25, 2020 Loading + Follow Following CNBC is the recognized world leader in business news and provides real-time […]
< 1 min read
0
  1. ESG

Planet Fitness shares sink after board ousts CEO in shocking move

​[[“value”:”CEO Chris Rondeau has been been with Planet Fitness for more than three decades.”]]  View Original Article Executives Sustainability Health & Wellness CNBC Member since October 25, 2020 Loading + Follow Following CNBC is the recognized world leader in business news and provides real-time financial market coverage and business content consumed by more than 355 […]
< 1 min read
0
  1. Agencies & Vendors

Retailers like Peloton and Saks keep paying vendors late, signaling possible ‘financial distress’

Over the last year, Peloton, Saks, Express and Bath & Body Works have often failed to pay vendors on time, a sign they could be struggling to manage cash flows. View Original Article Vendors Results & Investment CNBC Member since October 25, 2020 Loading + Follow Following CNBC is the recognized world leader in business […]
< 1 min read
0
  1. Shopper & Customer

Surging prices force consumers to ask: Can I live without it?

Consumer spending habits are starting to shift as inflation rises and people emerge from the pandemic. View Original Article Consumers COVID19 Economy CNBC Member since October 25, 2020 Loading + Follow Following CNBC is the recognized world leader in business news and provides real-time financial market coverage and business content consumed by more than 355 […]
< 1 min read
0
  1. Media & Marketing

Walmart strikes exclusive streaming deal to give Paramount+ to Walmart+ subscribers

Walmart has reached a deal with Paramount Global to offer its streaming service as a perk of the retailer’s subscription service, Walmart+. View Original Article Walmart Marketing: Digital Media Marketing: Loyalty & Subscription Streaming CNBC Member since October 25, 2020 Loading + Follow Following CNBC is the recognized world leader in business news and provides […]
< 1 min read
0
Next