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