Taiwan Semiconductor Manufacturing Company (NYSE: TSM), commonly known as TSMC, is the world’s largest contract chipmaker. On April 10, 2026, TSMC reported first quarter 2026 revenue of $35.7 billion, a 35% jump from the same quarter a year earlier. A few days later, the company reported that its first quarter net profit had surged 58%, […]
Continue readingHow does Sow Good’s 15-to-1 reverse stock split impact its stockholders’ equity?
September 7, 2026 
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Sow Good Inc. (NASDAQ: SOWG), a Texas-based company that pioneered the freeze-dried candy category, announced a 15-to-1 reverse stock split of its common stock on April 17, 2026. The reverse split became effective at 5:00 p.m. Eastern Time on April 23, 2026, and the stock began trading on a split-adjusted basis on April 24, 2026. […]
Continue readingLooking for a post on a topic for intro financial or intro managerial? There’s now a Gemini notebook for that.
September 6, 2026 0 Comments
After 13+ years of posting to this blog, there are close to 400 posts. That is good news if you are looking for something on inventory. It is less good news if you are trying to find the right one on a Tuesday night for a Wednesday class. So I built a companion for the […]
Continue readingHow does Madison Air Solutions account for its $2.2 billion IPO?
August 17, 2026 0 Comments
Madison Air Solutions (NYSE: MAIR), a Chicago-based provider of ventilation, filtration, and air quality systems, completed one of the largest initial public offerings of 2026. On April 15, 2026, the company priced its IPO at $27.00 per share, the high end of its expected range, and sold 82,692,308 shares of Class A common stock. Trading […]
Continue readingHow does Johnson & Johnson account for its 64th consecutive annual dividend increase?
August 12, 2026 0 Comments
Johnson & Johnson (NYSE: JNJ) announced on April 14, 2026 that its Board of Directors had approved a 3.1% increase in its quarterly cash dividend, raising the per-share amount from $1.30 to $1.34. With this increase, Johnson & Johnson extended its streak of consecutive annual dividend increases to 64 years, a milestone that places it […]
Continue readingHow could sales mix analysis help General Mills optimize its product portfolio?
August 3, 2026 0 Comments
Consumer goods companies have spent the past few years trimming their product catalogs. The logic is easy to follow. Fewer SKUs means simpler production runs, cleaner shelves, fewer forecasts to miss, and less working capital tied up in slow movers. Research from Bain & Company complicates that picture in a way worth sitting with. Bain’s […]
Continue readingHow does Sportsman’s Warehouse decide which fishing SKUs to drop?
July 27, 2026 0 Comments
Sportsman’s Warehouse (NASDAQ: SPWH) is making some hard decisions about which products belong on its shelves. On the company’s March 2026 earnings call, President and CEO Paul Stone told analysts that the outdoor gear chain had cut about 40% of the SKUs in its fishing category and removed roughly 30% of its vendors in that […]
Continue readingWhy does Sportsman’s Warehouse “take the markdowns” before the season ends?
July 20, 2026 0 Comments
Sportsman’s Warehouse (NASDAQ: SPWH) is reshaping its inventory management strategy by changing the timing of its seasonal markdowns. On the company’s March 2026 earnings call, CFO Jennifer Fall Jung told analysts that the retailer plans to mark down seasonal merchandise while customer demand is still strong, rather than waiting until the season is nearly over. […]
Continue readingHow should Hershey account for its $250 million supply chain technology investment?
July 13, 2026 0 Comments
The Hershey Company (NYSE: HSY), a well-known confectionery and salty snack maker, is spending significant amounts on technology across its supply chain. At Hershey’s 2026 Investor Day held in late March 2026, Hershey’s chief supply chain officer, Jason Reiman, highlighted a $250 million supply chain and manufacturing initiative originally launched in 2024 that focused on […]
Continue readingWhat is the payback period on Hershey’s $250 million supply chain technology investment?
July 6, 2026 0 Comments
The Hershey Company (NYSE: HSY), a well-known confectionery and salty snack maker, used its 2026 Investor Day in late March 2026 to preview the benefits it expects from ongoing supply chain technology investments. Hershey’s chief supply chain officer, Jason Reiman, told investors that the company expects to increase productivity by $50 million and reduce inventory […]
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