Archive - Cedar Grove Capital

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Summary of the Week in Consumer and Retail

Aug 14

Q2'22 CGC Quarterly Letter A tough quarter, but going back to the roots

Aug 10

Summary of the Week in Consumer and Retail

Aug 7

How Amazon is slowly losing share in the e-commerce market

Aug 3

Summary of the Week in Consumer and Retail

Jul 31

Summary of the Week in Consumer and Retail

Jul 24

Summary of the Week in Consumer and Retail

Jul 17

Summary of the Week in Consumer and Retail

Jul 10

Daily price moves in the S&P 500 have surpassed all previous years in the last decade YTD

Jul 1

XPOF: Unit Growth the Driver of Operational Leverage AUVs near pre-pandemic levels + unit growth fuel margin expansion

Jun 22

Twitter Merger Arbitrage Very Attractive Why Twitter has all the chips in the battle with Elon

Jun 13

Petco Vital Care Economics Fueling Growth Why this service offering from Petco makes sense for any dog or cat owner

May 31

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