Aaron Back, Wall Street Journal

Aaron Back

Wall Street Journal

New York, NY, United States

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Past articles by Aaron:

Store Brands Strike Back

Hit by inflation, consumers are trading down to private label again. → Read More

Gorman’s Tenure at Morgan Stanley a Tough Act to Follow

Morgan Stanley has outperformed under James Gorman, and its shares are now priced at a premium. → Read More

These Consumer Goods Stocks Are a Safer Haven Than the Rest

The traditionally recession-proof consumer-goods sector has been led this year by domestically focused food companies. → Read More

No Deals, No Problem on Wall Street

Much higher revenue in fixed-income trading is partly compensating for a lack of dealmaking. → Read More

Kellogg Outgrows Frosted Flakes

Kellogg wants to spin off its cereal business to focus on faster-growing snacks, but investors could be left holding the bag. → Read More

Campbell Serves Up Reassurance

Strong results from Campbell suggest food companies are seeing resilient demand amid inflation. → Read More

The U.S. Dollar Is Looking a Bit Stretched

Microsoft’s warning highlighted the downsides of a mighty greenback, but the currency’s strength looks set to wane. → Read More

Twitter in Elon’s Hands Is No Idle Distraction

The stakes are high for Elon Musk’s personal finances, his backers and Twitter’s status as the 21st century’s public square. → Read More

Coca-Cola Is Having a Moment

The beverage giant is outperforming even other consumer staples companies in its ability to pass on rising costs. → Read More

Conagra Inflation Warning Should Worry Food Investors

Food companies are expecting a margin rebound that may not come. → Read More

Robinhood Gets Robbed in Heard’s Annual Stock-Picking Contest

Heard on the Street columnists bet against retail brokerage Robinhood Markets in more ways than one this year. → Read More

Food Companies Are Having Trouble Keeping Up With Inflation

Input costs keep surprising companies like General Mills and the result is declining profit margins. → Read More

China’s Yuan May Have Peaked

The Chinese currency had a strong year, but several factors could soon start dragging it down. → Read More

Campbell Is Getting Warmer

The snacks and soup maker is making many of the right moves to emerge stronger once near-term inflation challenges fade. → Read More

Johnson & Johnson Breakup Is No Clean Sweep

Johnson & Johnson is the third major multinational to announce this week that it will break itself up—but while there is logic to separating off consumer healthcare brands like Tylenol and Listerine, it is no home run. → Read More

McDonald’s, Coca-Cola Power Through Despite Inflation

Strong earnings from McDonald’s, Kraft Heinz and Coca-Cola show America’s food and beverage giants have what it takes to overcome inflationary pressures. → Read More

The Spice Wars of ‘Dune’ Mirror Today’s Global Economy

Denis Villeneuve’s new movie based on the 1965 book stands apart from other sci-fi for its realist take on wealth, power and commodities. → Read More

General Mills Shows Food Is Still Glorious

Upbeat results from the food company suggest that the sector can emerge from the latest bout of inflation with even stronger earnings power. → Read More

Campbell Gets Left Out in the Cold

The maker of soups and snacks is finally making the right moves, but the changes might not be enough. → Read More

Ride the Global Construction Boom With Caterpillar

The world-wide infrastructure binge bodes well for the maker of construction equipment. → Read More