Archive - Everyday.MBA

Carnival Is Holding $7.6 Billion of Its Customers’ Money—More Than Six Times the Cash It Has on Hand

When customers pay before you deliver, they fund your business for free, but that money is a promise you owe, not profit you’ve earned.

8 hrs ago • Everyday.MBA

CarMax Made $111 Less on Every Used Car—and Its Retail Profit Still Rose $36 Million

A margin cut is a good trade only when the extra volume earns back more than you gave up, and when real cost savings pay for it.

Oct 5 • Everyday.MBA

onsemi Cut Its Synaptics Deal From About $7 Billion to $5.7 Billion After a Rival Bid Appeared

When a competing offer shows up, the smart move can be to pay less—and change the structure—not to overbid.

Oct 2 • Everyday.MBA

Fresenius Just Paid Up to €750 Million to Own the Rest of a Bet It Placed in 2022

When a majority stake works, buying the minority is how you capture the upside you already proved.

Oct 1

September 2026

Choice Hotels Is Paying $130 Million to Follow Its Guests Into RV Travel

When loyalty data shows your customers already live in an adjacent category, buy the asset-light platform that serves them there—don't invent a…

Sep 30 • Everyday.MBA

AMD Is Paying $8.2 Billion in Stock for Fei-Fei Li's World Labs

Buying the lab that sees tomorrow's workloads before they show up in chip orders

Sep 29 • Everyday.MBA

Costco's Membership Fee Growth Just Slowed to 7% After the Price Hike Fully Lapped

Why a one-time fee increase is not the same thing as a durable growth engine

Sep 28 • Everyday.MBA

Cracker Barrel Is Guiding 3–5% Sales Growth With Zero New Stores

When the growth plan depends on the units you already run

Sep 25

Starbucks Is Paying $300 Million to Close 250 Cafes

What a second wave of store cuts teaches us about portfolio pruning

Sep 24 • Everyday.MBA

McDonald's Can't Modernize Without Writing Franchisees a Check

What an $8.5 billion partnering plan teaches us about co-investment in franchise systems.

Sep 23 • Everyday.MBA

The AI Boom Has a Money Problem

What rising borrowing costs can teach us about the cost of capital.

Sep 22 • Everyday.MBA

April 2026

Luxury’s Biggest Risk Is Not Design, It Is the Supply Chain

Valentino’s court win shows that in fashion, how products are made now matters as much as how they look

Apr 8 • Everyday.MBA

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