Adobe (Nasdaq: ADBE), the software company behind Photoshop, Acrobat, and Creative Cloud, announced on April 21, 2026, that its board of directors has approved a new $25 billion stock repurchase program. The authorization allows Adobe to buy back up to $25 billion of its own common stock over the next four years, with the program […]
Continue readingHow Does Capital One Account for Its Rising Bad Loans?
September 14, 2026 
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Capital One Financial Corporation (NYSE: COF), one of the largest credit card issuers in the United States, recently reported results that showed profits being squeezed by a jump in loans that customers are not paying back. In the fourth quarter of 2025, the company recorded a $4.1 billion provision for credit losses, an increase of […]
Continue readingHow does TSMC’s pricing power boost its gross profit percentage?
September 8, 2026 0 Comments
Taiwan Semiconductor Manufacturing Company (NYSE: TSM), known as TSMC, is the world’s largest contract manufacturer of advanced computer chips. When TSMC reported its Q1 2026 results in April, two numbers stood out: first-quarter revenue of $35.7 billion (up 35% from a year earlier) and a gross margin of roughly 63% to 65%. For context, that […]
Continue readingWhy is TSMC’s profit growing faster than its revenue?
September 7, 2026 0 Comments
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 0 Comments
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 […]
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Accounting in the Headlines 