Hudson Bay to buy Macys? Riiiiiiight.

Hudson Bay to buy Macys? Riiiiiiight.

Hudson Bay to buy Macys? Riiiiiiight. Tom Dougherty, CEO – Stealing Share 8 February 2017 Retailers need an intervention I love how “people familiar with the matter” dictate the course of events today. The Wall Street Journal reported that Canadian retailer,...
AT&T Time Warner merger could be huuuuge

AT&T Time Warner merger could be huuuuge

AT&T Time Warner merger could be huuuuge Tom Dougherty, CEO – Stealing Share 8 December 2016 The AT&T Time Warner merger could change everything The proposed AT&T Time Warner merger is now being considered by a Senate panel. And the companies’ CEOs...
AT&T Time Warner deal a sign of things to come

AT&T Time Warner deal a sign of things to come

ATT Time Warner deal a sign of things to come   Tom Dougherty, CEO – Stealing Share 27 October 2016    The future of television and mobile   The ground shook across the TV landscape when a potential ATT Time Warner deal was announced, forewarning...
How grocery chains can beat Walmart

How grocery chains can beat Walmart

How grocery chains can beat Walmart The key? Don’t copy Walmart The bad news for grocery chains is that they have become a cauldron of consolidation. The past few years have seen major grocery chains buying smaller competitors to forestall the Walmart takeover...
Is Bass Pro Shops buying Cabela’s a good idea?

Is Bass Pro Shops buying Cabela’s a good idea?

Bass Pro Shops Tom Dougherty, CEO – Stealing Share 29 November 2016 Is Bass Pro Shops buying Cabela’s a good idea? Earlier this week, Bass Pro Shops announced it is acquiring Cabela’s for about $5.5 billion. The acquisition will double its number of...
AB InBev as a parent brand for its beers

AB InBev as a parent brand for its beers

AB InBev as a parent brand for its beers Tom Dougherty, CEO – Stealing Share 28 September 2016 Should AB InBev invest in its name? AB InBev, the global brewery that owns many of the world’s most famous beer brands, has decided that it will keep that name even...
Logistics – Parcel delivery market study

Logistics – Parcel delivery market study

MARKET STUDY Logistics and the parcel delivery market “No one in the space has given anyone any reason to care…In short, they all work.” Logistics – Parcel delivery market study Logistics particularly as it relates to the consumer delivery business...
Staples Workbar won’t fix the overall problem

Staples Workbar won’t fix the overall problem

Staples Workbar won’t fix the overall problem Tom Dougherty, CEO – Stealing Share 15 September 2016 Staples Workbar won’t fix the overall problem Oh boy. As Staples (and its failed merger partner, Office Depot) tries to recover from disappointing...
Will LeEco kill the Vizio brand? You bet.

Will LeEco kill the Vizio brand? You bet.

Will LeEco kill the Vizio brand? You bet. Tom Dougherty, CEO – Stealing Share 27 July 2016 There’s a new TV player in town Chinese content provider LeEco announced that it will purchase US television brand Vizio for $2 billion. Until recently, few...
Verizon’s purchase of Yahoo makes little sense

Verizon’s purchase of Yahoo makes little sense

Verizon’s purchase of Yahoo makes little sense   Tom Dougherty, CEO – Stealing Share 25 July 2016  The meeting of mismatched brands   My first question upon hearing that Verizon is paying $4.8 billion to buy Yahoo was: Why would Verizon do that?...
The Bayer Monsanto merger needs your attention

The Bayer Monsanto merger needs your attention

The Bayer Monsanto merger needs your attention Tom Dougherty, CEO – Stealing Share 23 May 2016 The trickle down effect of the Bayer Monsanto merger will be huge The world of crop protection, if you’re not aware, is both important and cutthroat. And it’s...
Gannett wants to buy Tribune

Gannett wants to buy Tribune

The news that Gannett, owners of USA Today, is offering to buy Tribune Publishing should not come off as a surprise. Tribune, which owns the Los Angeles Times and the Chicago Tribune among other assets, had been clinging to life in the new digital world. You don’t...