The Great De-Conglomeration Scorecard
McDonald's 3Q26: Flat... With a Pulse
Part III: A McDonald's Primer
The “Missing Middle” and other musings
Part II: The Rise of Public Food
Follow the Money (in US Food & Beverage)
Not Just Food... Everything.
Unilever Just Proved Us Right. And It's Going to Get Worse.
Extraordinary value destruction