Welcome to our Consumer and Retail recap where we share noteworthy headlines, updates, and insights. Never spam.

Table of Contents:

  1. Company Announcements

  2. Corporate Shakeups

  3. M&A Updates

  4. Financing Updates

  5. Insider Buying/Selling

  6. Regulatory Updates

Company Announcements

Corporate Shakeups

M&A Updates

Financing Updates

Insider Buying/Selling

Sells

Regulatory Updates

  • Google (GOOGL) sues Sonos (SONO) over smart speaker and voice control tech

  • Revlon (REV) stockholders ask for court blessing to form an equity committee.

    • Why this matters? - Revlon might owe less than the $3.54 billion in bonds and loans it brought with it into bankruptcy. The beauty-products maker may not owe anything to lenders that were accidentally repaid in 2020 by their loan agent, Citigroup. To the extent that Revlon isn’t on the hook for either of those claims of accidental prepayment, shareholders are more likely to retain some value in the bankruptcy.

Until next time,

Paul Cerro | Cedar Grove Capital

Personal Twitter: @paulcerro

Fund Twitter: @cedargrovecm

Share

Don’t Want A Weekly Recap?

As an avid reader and subscriber of other research myself, the last thing I want is to be bombarded with emails that I don’t actually want, i.e. spam. I never want this for you with any of the content that I make.

If you would like to continue getting all my other research (ex, equity research, charts, trade ideas, etc) but not the Weekly Recap, please follow the three-step instructions below.

  1. Click “unsubscribe” at the bottom of this email

  2. Then it will open your email settings and ask which section you’d like to “turn off emails” for

  3. Select “turn off emails” for Weekly Recap - BOOM you’re done

Disclosure: All information provided herein by Cedar Grove Capital Management, LLC (“Cedar Grove Capital”) is for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.
Cedar Grove Capital may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Cedar Grove Capital may buy, sell, or otherwise change the form or substance of any of its investments. Cedar Grove Capital disclaims any obligation to notify the market of any such changes.
The enclosed material is confidential and not to be reproduced or redistributed in whole or in part without the prior written consent of Cedar Grove Capital. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Cedar Grove Capital which are subject to change and which Cedar Grove Capital does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.

Reply

or to participate

Keep Reading

No posts found

© 2025 Cedar Grove Capital Management.

Privacy policy

Terms of use

Powered by beehiiv