@WSJCFO

News, analysis & commentary on corporate finance. Newsletter sign-up: https://xitter.cf/t.co/CYu1lpGr1e

 New York, NY
wsj.com/cfojournal
Joined April 2011
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525Media
How Lumen’s CEO and CFO Struck a Siblinglike Partnership wsj.com/business/how-lumens-… via @WSJCFO @LilaMacLellan

How Lumen’s CEO and CFO Struck a Siblinglike Partnership

How Lumen’s CEO and CFO Struck a Siblinglike Partnership

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To counter its reputation for high prices, Sweetgreen added lower-cost wraps to its menu. Then food-safety issues hit demand across restaurants. wsj.com/business/c-suite/swe… via @WSJ @JenKayW

Sweetgreen’s Plan to Shed Its Expensive Salad Image

The chain is counting on lower-priced wraps and pricing transparency to attract diners.

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Inside Lumen Technologies’ C-Suite, a CEO and CFO who clicked immediately; plus, winners and losers from the AI boom. Read more in today’s Morning Ledger newsletter. wsj.com/cfo-journal/inside-l… via @WSJ @waldensiew

Inside Lumen’s C-Suite—A CEO and CFO Who Clicked Immediately

Plus, winners and losers from the AI boom.

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On Holding’s Aversion to Discounting Tested by Softer Retail Sales wsj.com/cfo-journal/on-holdi… via @WSJ @JenKayW

On Holding’s Aversion to Discounting Tested by Softer Retail Sales

The premium sportswear company’s long-held stance of no discounts is up against a more promotional retail environment.

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Some companies are returning part of their tariff windfalls to price-scorched consumers, hoping also to cement market share. wsj.com/cfo-journal/companie… via @WSJ @kcbroughton @JenKayW

Companies Plow Tariff Refunds Into Price Cuts, Appealing to Stretched Consumers

E.l.f. Beauty, Walmart and Tractor Supply are among the companies dropping prices to boost sales.

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Faced with bloated inventory and slowing sales, Crocs cut back on certain discounts, pulled some products from shelves and tapered the availability of others. Sales contracted for months after, but now the moves are starting to pay off. wsj.com/cfo-journal/crocss-p… via @WSJ @JenKayW

Crocs’s Plan to Turn Short-Term Pain Into Long-Term Gain

The footwear maker took a sales hit as it cut back on discounts even amid an inventory glut, but has now returned to growth.

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Many Companies Would Announce Earnings Quarterly, Ditch Filings Under SEC Proposal wsj.com/cfo-journal/many-com… via @WSJ @kcbroughton

Many Companies Would Announce Earnings Quarterly, Ditch Filings Under SEC Proposal

In a survey, most firms said they would still report their financials four times a year but do fewer government filings given the option to file semiannually.

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Tractor Supply is lowering prices, closing pet-specialty stores and scaling back expansion as its shoppers have delayed some purchases wsj.com/cfo-journal/tractor-… via @WSJ @JenKayW

Tractor Supply Retrenches as It Looks for a Rebound

The farm-and-ranch chain is lowering prices, closing pet-specialty stores and scaling back expansion as its shoppers have delayed some purchases.

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The Companies Trading Away Tariff Refund Rights wsj.com/cfo-journal/the-comp… via @WSJ @JenKayW

The Companies Trading Away Tariff Refund Rights

Businesses including Academy Sports & Outdoors and the Children’s Place have transferred claims to tariff refunds they might be due.

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Progressive, the biggest U.S. auto insurer, paid out $8 billion in dividends for 2025. This year its growth is slowing while profitability remains high, raising the prospect of another big payout wsj.com/cfo-journal/progress… via @WSJ @kcbroughton

Progressive’s Nice-to-Have Problem: What to Do With Excess Capital

The Ohio-based insurer paid out a whopping 2025 dividend. This year growth is slowing, complicating the decision on what to do with its capital pile.

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Higher household costs are driving demand for quick cash at Ezcorp’s stores, which also are seeing affluent customers on the hunt for secondhand luxury goods wsj.com/cfo-journal/from-200… via @WSJ @JenKayW

From $200 Loans to $30,000 Birkins, a Pawnshop Chain Serves the K-Shaped Economy

Higher household costs are driving demand for quick cash at Ezcorp’s stores, which also are seeing affluent customers on the hunt for secondhand luxury goods.

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AI’s rise is forcing consulting firms to rethink traditional hourly billing, a transition proving slow and difficult for the industry wsj.com/cfo-journal/inside-c… via @WSJ @markgmaurer

Inside Consultants’ Messy Shift From Hourly Billing

As AI threatens to make the billable hour obsolete, professional-services firms wrestle with reinventing how they charge clients.

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Deutsche Bank’s Former CFO Has His Eye on a CEO Role wsj.com/cfo-journal/deutsche… via @WSJ @kcbroughton

Deutsche Bank’s Former CFO Has His Eye on a CEO Role

James von Moltke, who stepped down as CFO in March but remained president, is leaving this month after overseeing a transformation of the German bank.

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Exclusive: @Welltower Tim McHugh is the new highest-paid finance chief. Here are the top 10 CFOs for 2025 wsj.com/cfo-journal/welltowe… via @WSJ @JenKayW

Exclusive | Welltower CFO’s $167 Million Pay Package Sets New Record

Finance chief Tim McHugh’s pay outpaces that of many CEOs and surpasses the Tesla CFO’s $139 million pay package in 2024.

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Exclusive: Accounting firm Eide Bailly agreed to sell a stake to private-equity investors, a move that it says will help double its revenue in the next three or four years wsj.com/cfo-journal/accounti… via @WSJ @markgmaurer

Exclusive | Accounting Firm Eide Bailly to Sell Stake to Private Equity in $1.8 Billion Deal

Reverence Capital to invest in the Minneapolis-based professional services provider, as more PE funding piles into the industry

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Accounting firm Crowe agreed to sell a majority stake to KKR and co-investors in a nearly $3 billion deal wsj.com/cfo-journal/accounti… via @WSJ @markgmaurer

Exclusive | Accounting Firm Crowe to Sell Stake to KKR in Nearly $3 Billion Deal

The private-equity giant and co-investors would take a majority interest in a firm long resistant to outside ownership.

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The Metric CFOs Struggle to Track: AI Usage wsj.com/cfo-journal/the-metr… via @WSJ @kcbroughton @markgmaurer @JenKayW

The Metric CFOs Struggle to Track: AI Usage

Finance chiefs are trying to get a better read on how much AI their companies are using to avoid a sticker shock moment as vendors begin charging for the technology by tokens.

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America’s apparel companies are fighting increasing returns. The problem is the soaring use of weight-loss drugs. wsj.com/business/retail/amer… via @WSJ @JenKayW

Americans on GLP-1s Are Overwhelming Retailers With Their Nonstop Returns

Retailers are struggling with a jump in returns, especially in larger sizes, as shoppers on GLP-1s shed pounds.

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Former auditing regulator Christina Ho joined a new accounting firm that aims to be 80% automated in the next four years wsj.com/cfo-journal/former-a… via @WSJ @markgmaurer

Exclusive | Former Audit Regulator Helps Set Up Accounting Firm Targeting 80% Automation

Christina Ho, a dissenting voice on the PCAOB in recent years, serves as Oath’s chief assurance officer.

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Ethan Allen is cutting physical space and head count as it invests in technology wsj.com/cfo-journal/where-di… via @WSJ @JenKayW

Exclusive | Where Did the Rows of Couches Go? Ethan Allen Tests the Limits of Showroom Downsizing.

The furniture maker cuts physical space and head count as it invests in technology.

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