Richard Collings

The headline deal in consumer for Dec. 2: L'Oréal will begin work on a potential investment in fashion house Giorgio Armani. open.substack.com/pub/retaildeal…

The headline deal in consumer for Dec. 1: Leggett & Platt receives unsolicited buyout offer from Somnigroup open.substack.com/pub/retaildeal…

Meat producer JBS aims to merge its leather unit with Viva to create one of the world's largest leather producers, processing more than 20 million hides per year. open.substack.com/pub/retaildeal…

With the IPO window for consumer-facing companies pushed out to next spring, which names might we see go public? My latest for Retail Deals Report. open.substack.com/pub/retaildeal…

As you start off the new week, don't forget to catch up on all the retail deals and executive moves that took place last week by reading Retail Deals Report's The Weekly Recap. open.substack.com/pub/retaildeal…

US Foods and Performance Food Group nix merger talks after weighing regulatory implications against potential synergies, in a blow to food deal activity. open.substack.com/pub/retaildeal…

Walmart is retail's gold standard with latest earnings beat. It's shares are up nearly 6% in morning trading. open.substack.com/pub/retaildeal…

The softer side of Target. The retailer is under pressure to change after its latest earnings, which showed a 2.7% decline in overall comparable sales. open.substack.com/pub/retaildeal…

Cold Stone Creamery parent MTY Food Group is conducting a strategic review that could lead to a sale. open.substack.com/pub/retaildeal…

Topgolf Callaway to sell 60% stake in Topgolf to PE firm Leonard Green open.substack.com/pub/retaildeal…

When Doug McMillon took over as CEO of Walmart, a lot of folks were writing the retailer off. The future was Amazon. But his stint was bookended by transformative decisions, an acquisition of Jet.com in 2016 and a partnership with OpenAI. open.substack.com/pub/retaildeal…

My take: Diageo should consider spinning off its Guinness-led beer business, which would focus the parent, create shareholder value and eventually lure a buyer. open.substack.com/pub/retaildeal…

Today's headline deal in consumer: Kim Kardashian's Skims raises $225M at $5B valuation, per The New York Times. open.substack.com/pub/retaildeal…

Shaken, not stirred. Yesterday Diageo named turnaround guru Sir Dave Lewis as its new CEO. The former Tesco head faces several challenges, including reducing debt, reversing flagging sales and cutting costs. Everything's on the table, namely divestitures. open.substack.com/pub/retaildeal…

Stay on top of consumer M&A news at Retail Deals Report: 1. Beverage brand Trip raises $40M at a $300M valuation 2. Chinese PE firm CPE invests $350M in Burger King JV 3. TreeHouse Foods agrees to be bought by PE firm Investindustrial for $2.9B retaildealsreport.substack.com

Chinese PE firm CPE to invest $350M in Burger King joint venture open.substack.com/pub/retaildeal…

TRIP, an alcohol alternative startup, raises $40M round at $300M valuation open.substack.com/pub/retaildeal…

Ralph Lauren's earnings show its luxury strategy is working, as it continues to open full-priced stores and consolidate or close outlet stores. retaildealsreport.substack.com/p/ralph-lauren…

Bain Capital partners with former Papa John's CEO to form acquisition platform, just as Yum Brands begins a strategic review of Pizza Hut and Apollo reportedly withdraws bid for Papa John's. open.substack.com/pub/retaildeal…

Analysis for my new newsletter, Retail Deals Report: Walmart proves shoppers still love department stores and has shown over and over it knows how to compete. retaildealsreport.substack.com/p/walmart-prov…