Neutrogena broke its silence and leaves more to answer for
Neutrogena issued a statement that admits a feeling and blames the wait on a grieving family. Plus Goldman counted who's talking about AI on earnings calls
What Corporate America says when $100 billion comes back
Every company is getting the same refund question this earnings cycle. Plus Target's CEO is six months into the most-watched turnaround in retail without once saying the word 'turnaround.'
Neutrogena declines comment through a second Panettiere news cycle, so I wrote a statement for them. Plus NIPSCO's words are fine amid its weeklong outage but the substance isn't backing it up.
Retailers are racing to prove they're cheaper while paychecks shrink
The American consumer got poorer, retailers are naming prices down to the penny while DC tries to claim them, and Wendy's announced a turnaround it hasn't finished writing.
The oil industry's record quarter in the flattest possible voice
Starbucks Korea now under criminal investigation for their Tank Day promotion, and the oil industry just posted its best quarter ever without a word of celebration.
Sony got the decision right but it's running out of time on the delivery
The math backs Sony's call but the August 23 boycott is a different test than an earnings call. Plus: the settlement that closed X's lawsuit against its own advertisers.
Starbucks built a strategic narrative the market trusts
Niccol's two-year message finally cashes out — and now comes the hard part. Plus: OpenAI's models broke into Hugging Face on their own; how each company talked about it depends entirely on where they were standing
Four companies preparing for earnings this week needing to explain what their AI money bought, and a lettuce baron would rather discuss how little salad America is eating.
The tariff clock resets just in time for earnings season
A new tariff clock resets with next August's deadline already circled on the calendar, and BYD prices the same mistake twice before its customers do the math for them
