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FEWER BURRITOS, MORE BARGAINS: CONSUMERS FLASH HOLIDAY WARNING SIGNS

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✍️ High-income consumers are trading down, Gen Z is spending less, and low-income shoppers are still struggling, according to recent quarterly results from consumer companies. Retailers are adapting by offering deals and promotions, and some are even attracting higher-income shoppers.

👉 High-income consumers are trading down and seeking value 👉 Gen Z is spending less due to job market and student loan concerns 👉 Low-income shoppers are still struggling 👉 Retailers are adapting by offering deals and promotions 👉 Some retailers are attracting higher-income shoppers

-- #ChrisKempczinski #JohnPeyton #MarkWalsh #JoannaRangarajan #DaveGilboa #AllisonShrivastava #PatriceJeanLouisLouvet #ChristineBarone #KevinHochman #KevinMcCrain #MarkMathews #NewYorkCity #Atlanta #Manhattan #Commerce,California #business

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Chris Kempczinski John Peyton Mark Walsh Joanna Rangarajan Dave Gilboa Allison Shrivastava Patrice Jean Louis Louvet Christine Barone

11/14/2025

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SEASONAL RETAIL JOBS ARE SET TO DROP TO LOWEST LEVEL IN 15 YEARS

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✍️ Retailers are expected to hire fewer seasonal workers this holiday season, with the National Retail Federation predicting 265,000 to 365,000 hires, down from 442,000 last year.

👉 Retailers are expected to hire fewer seasonal workers this holiday season 👉 The National Retail Federation predicts 265,000 to 365,000 hires, down from 442,000 last year 👉 Holiday sales are expected to hit a record $1 trillion 👉 The labor market is showing signs of strain, with some businesses holding off on adding new workers

-- #MarkMathews #JackKleinhenz #AimeePicchi #economy

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Mark Mathews Jack Kleinhenz Aimee Picchi economy mainstream:perspective

11/7/2025

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RETAILERS' HOLIDAY HIRING TO HIT LOWEST LEVEL SINCE THE GREAT RECESSION, SAYS MAJOR INDUSTRY TRADE GROUP

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✍️ Retailers are expected to hire fewer seasonal workers this year, with estimates ranging from 265,000 to 365,000, the lowest number in at least 15 years, due to a softening labor market.

👉 Retailers are expected to hire fewer seasonal workers this year, with estimates ranging from 265,000 to 365,000. 👉 The NRF attributes this to the softening labor market. 👉 Some companies may have hired seasonal workers early to support sales events. 👉 Retailers have tried to limit spending due to higher costs from tariffs. 👉 The NRF is optimistic about holiday spending, expecting a record $1.1 trillion to $1.2 trillion.

-- #MatthewShay #MarkMathews #DonaldTrump #WalnutCreek,California #business

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Matthew Shay Mark Mathews Donald Trump Walnut Creek, California business mainstream:perspective

11/6/2025

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CONSUMERS EXPECTED TO RETURN NEARLY $850 BILLION IN MERCHANDISE IN 2025

https://media.zenfs.com/en/wwd_409/0eefe1662fa442a48dec70235adb26b6

✍️ Online retailers are facing a significant challenge with returns, with 15.8% of annual sales expected to be returned this year, totaling $849.9 billion.

👉 15.8% of annual sales expected to be returned this year, totaling $849.9 billion 👉 Gen Z's influence on returns is growing, with 7.7 returns on average made by those between 19 and 30 👉 Consumers value immediacy and free returns, with 82% citing them as a major consideration when making a purchase 👉 Return fraud continues to be an ongoing problem for the industry, with 9% of all returns being fraudulent

-- #KatherineCullen #MarkMathews #JackKleinhenz #DavidSobie #business

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Katherine Cullen Mark Mathews Jack Kleinhenz David Sobie business mainstream:perspective

10/17/2025

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HOME DEPOT AND LOWE'S EARNINGS FACE HOUSING SLOWDOWN, TARIFFS TEST

https://media.zenfs.com/en/reuters-finance.com/aa1f6e16fad2bda7b9beeb9537cbb536

✍️ Home Depot and Lowe's report earnings amid challenging conditions, including a stalled housing market recovery, tariffs, and consumer caution.

👉 Home Depot and Lowe's report earnings amid challenging conditions 👉 Stalled housing market recovery, tariffs, and consumer caution are major headwinds 👉 Sales and revenue are expected to decline 👉 Home Depot and Lowe's are in decent shape compared to smaller competitors 👉 The companies are expanding their professional contractor business 👉 They have plans to diversify their supply chain to mitigate the impact of tariffs

-- #NicholasP.Brown #SavyataMishra #BillyBastek #MarkMathews #JoeFeldman #SherazMian #NewYork #Bengaluru #business

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Nicholas P. Brown Savyata Mishra Billy Bastek Mark Mathews Joe Feldman Sheraz Mian New York Bengaluru

8/18/2025

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BIGGEST GETS BIGGER: WALMART LEADS ALL RETAILERS AS SALES GREW 7% IN 2024

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✍️ Walmart led the rankings of the top 100 retailers with a 7% sales growth to $568.70 billion in 2024, followed by Amazon and Costco Wholesale.

👉 Walmart led the rankings of the top 100 retailers with a 7% sales growth to $568.70 billion in 2024. 👉 Amazon retained its second position with sales of $273.66 billion. 👉 The top 13 chains remained mostly unchanged from the previous year. 👉 Rite Aid slid from No. 29 to No. 40 due to a drop in front-store sales. 👉 PetSmart and Petco experienced slight decreases in their U.S. store numbers and sales.

-- #MarkMathews #DavidMarcotte #StuartChirls #business

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Mark Mathews David Marcotte Stuart Chirls business mainstream:perspective

7/10/2025

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WHY 'UNCERTAIN' CONSUMERS ARE RETAILERS' BIGGEST CHALLENGE

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✍️ Retailers are divided on how to handle tariffs, with some raising prices and others absorbing the costs, leading to uncertainty in consumer spending patterns.

👉 Retailers are taking different approaches to tariffs, with some raising prices and others absorbing the costs. 👉 Consumer uncertainty is shaping spending patterns, with some retailers pulling forward purchases due to tariff concerns. 👉 Low consumer sentiment is a challenge for retailers, who need to offer value to attract customers.

-- #MarkMathews #business

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Mark Mathews business mainstream:perspective

6/5/2025, 1 engagement

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TEPID HOME IMPROVEMENT SALES PUT HOME DEPOT, LOWE'S UNDER MICROSCOPE

https://media.zenfs.com/en/reuters-finance.com/ffcfaeede503b23aeae6cdf9b8bb5105

✍️ Home improvement spending in the US is showing signs of slowing down, with Home Depot and Lowe's reporting declining sales in April, sparking concerns about the likelihood of a recession.

👉 Home improvement spending in the US is slowing down 👉 Home Depot and Lowe's reported declining sales in April 👉 April credit and debit card sales fell 2% year-over-year at building and garden supply stores 👉 Consumers' intention to shop at these stores in the future also fell slightly in April 👉 Experts are keeping a close eye on how the companies will manage the impact of tariffs on their financial health

-- #NicholasP.Brown #MarkMathews #CourtneyYakavonis #JaimeKatz #DonaldTrump #business

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Nicholas P. Brown Mark Mathews Courtney Yakavonis Jaime Katz Donald Trump business mainstream:perspective

5/19/2025

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RETAIL CONUNDRUM: DEFLATION AND A SLOWING CONSUMER

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✍️ Retailers are facing a challenge as many categories experience deflation, requiring them to sell more to show profits, while consumer spending slows.

👉 Deflation is affecting many retail categories 👉 Retailers must sell more to show profits 👉 Consumer spending is slowing 👉 Inflation in services is influencing consumer behavior 👉 Uncertainty around tariffs is affecting retail dynamics