No Result
View All Result
SUBMIT YOUR ARTICLES
  • Login
Thursday, October 23, 2025
TheAdviserMagazine.com
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
No Result
View All Result
TheAdviserMagazine.com
No Result
View All Result
Home Market Research Business

US consumers back in focus as retailers get earnings ready

by TheAdviserMagazine
2 months ago
in Business
Reading Time: 3 mins read
A A
US consumers back in focus as retailers get earnings ready
Share on FacebookShare on TwitterShare on LInkedIn


Wall Street will get a close look at how American consumers are faring in the early days of President Donald Trump’s tariff regime when the biggest US retailers like Walmart Inc and Target Corp report earnings next week.

Consumer spending accounts for roughly two-thirds of America’s gross domestic product. Over the past few years, its resilience has also helped power the S&P 500 Index to record after record. And that appears to be continuing, with retail sales rising in July after posting upwardly revised gains in June.

What investors need to know is how long consumers can hold on with the Trump administration’s trade wars, weak job growth and sticky inflation. Consumer sentiment dropped this month and inflation expectations rose, according to preliminary data from the University of Michigan released Friday. So the earnings reports and forward outlooks from Walmart and Target, as well as Home Depot Inc and Lowe’s Companies Inc, will give the market a valuable read on how economic conditions are affecting consumers and the places they shop.”These reports are going to be very important,” said Keith Lerner, co-chief investment officer at Truist Advisory Services. “The question that Wall Street and investors are trying to figure out is: We see the tariff numbers going up, are they being passed through, or are the companies’ profit margins getting squeezed?”

More than 90% of S&P 500 companies have reported their results this earnings season. They’re on track for an eighth-straight quarter of growth, with profits estimated to climb by nearly 11% – more than triple the preseason estimate, according to data compiled by Bloomberg Intelligence.

Live Events

But a bunch of major retailers have yet to release results, meaning there’s still some key data coming on where the economy and stock market are headed. Home Depot reports Tuesday, followed by Target, Lowe’s and Estee Lauder Companies Inc. on Wednesday, and then Walmart on Thursday. Best Buy Co Inc, Dick’s Sporting Goods Inc. and Kohl’s Corp. hit the following week, by which time the consumer picture should be far clearer.

Weaker Spending

“Consumer spending growth has slowed from last year but continues to grow at a moderate pace,” Morgan Stanley economists led by US chief Michael Gapen wrote in a note to clients on Friday. “We expect spending to weaken more later this quarter and in (the fourth quarter) as price increases from tariffs weigh on consumer purchasing power.”For example, Tapestry Inc. has been one of the stars of the retail world, with its shares soaring more than 50% this year after last year’s 77% climb. But investors dumped the stock on Thursday as it tumbled 16%, its biggest drop in two years, after the company said that weakness at its Kate Spade brand and rising tariff costs would weigh on its bottom line. And Advance Auto Parts Inc shares also slumped on Thursday after Chief Executive Shane O’Kelly said on an earnings call that the company anticipates that tariffs “will have a more pronounced impact in the second half of this year.”Despite meaningful tariff-related costs, retailers have largely managed to protect their margins so far. But “the full impact of tariffs has yet to be felt,” analysts led by Irene Tunkel, chief US equity strategist at BCA Research Inc, told clients in a note on August 11.

“Companies are not sounding the alarm about the economy, and recession fears have eased,” Tunkel wrote. “Still, many report that economic uncertainty is weighing on customer behavior and delaying decision making.”

The key consumer event this quarter is back-to-school shopping. It’s particularly important for Target, which cut its sales outlook in May due to tariff uncertainty and has seen its stock price tumble 24% this year. With inflation remaining stubbornly high, consumers are carefully “picking and choosing” what they buy, said Marshal Cohen, chief retail industry adviser for Circana.

“Spending shifts that are occurring across categories, and the consumer’s current prioritization hierarchy, will bring more volatility to this year’s back-to-school and holiday shopping seasons,” he said.

Companies selling necessary goods like food and toilet paper are more insulated from these dislocations than discretionary retailers, which rely more on the willingness of consumers to spend.



Source link

Tags: ConsumersearningsFocusReadyretailers
ShareTweetShare
Previous Post

Gemini Reveals IPO Details Amid Rising Losses and Ripple Loan

Next Post

It’s time to put these three crypto IPOs on your radar after Circle and Bullish’s big debuts

Related Posts

edit post
Tesla’s weak earnings show how the ‘Musk Magic’ Premium is inflating its share price

Tesla’s weak earnings show how the ‘Musk Magic’ Premium is inflating its share price

by TheAdviserMagazine
October 23, 2025
0

Over the past year, on the day after Tesla unveils its latest quarterly report, this writer has calculated a metric...

edit post
One Nation, One Workforce: Govt plans integrated system to ensure social-security portability for all workers

One Nation, One Workforce: Govt plans integrated system to ensure social-security portability for all workers

by TheAdviserMagazine
October 23, 2025
0

New Delhi: The ministry of labour and employment plans to build a unified One Nation Integrated Workforce Architecture that will...

edit post
NYC mayoral candidates turn on each other in final debate: ‘Zohran, your resume could fit on a cocktail napkin. And, Andrew, your failures could fill a public school library in New York City’

NYC mayoral candidates turn on each other in final debate: ‘Zohran, your resume could fit on a cocktail napkin. And, Andrew, your failures could fill a public school library in New York City’

by TheAdviserMagazine
October 23, 2025
0

 Zohran Mamdani was attacked over his thin resume, Republican Curtis Sliwa strove to prove his seriousness as a candidate and...

edit post
Corporate debt surge: Commercial paper issuances hit highest since April

Corporate debt surge: Commercial paper issuances hit highest since April

by TheAdviserMagazine
October 23, 2025
0

Indian companies increased their reliance on the debt money market for their short-term working capital needs with the issuance value...

edit post
Kim Kardashian invests in micro-drama platform GammaTime

Kim Kardashian invests in micro-drama platform GammaTime

by TheAdviserMagazine
October 23, 2025
0

Israeli-US startup GammaTime, founded by Israeli gaming entrepreneur Slava Mudrykh, Miramax CEO Bill Block and Alex Montalvo, is joining...

edit post
Israeli joint venture wins huge Indian army rifle deal

Israeli joint venture wins huge Indian army rifle deal

by TheAdviserMagazine
October 23, 2025
0

The Indian Army is procuring 425,000 CQB carbine assault rifles from PLR Systems, a joint venture between Israel Weapons...

Next Post
edit post
It’s time to put these three crypto IPOs on your radar after Circle and Bullish’s big debuts

It's time to put these three crypto IPOs on your radar after Circle and Bullish's big debuts

edit post
ECB’s rebel voice bows out with plea for transparency

ECB's rebel voice bows out with plea for transparency

  • Trending
  • Comments
  • Latest
edit post
77-year-old popular furniture retailer closes store locations

77-year-old popular furniture retailer closes store locations

October 18, 2025
edit post
Pennsylvania House of Representatives Rejects Update to Child Custody Laws

Pennsylvania House of Representatives Rejects Update to Child Custody Laws

October 7, 2025
edit post
What to Do When a Loved One Dies in North Carolina

What to Do When a Loved One Dies in North Carolina

October 8, 2025
edit post
Probate vs. Non-Probate Assets: What’s the Difference?

Probate vs. Non-Probate Assets: What’s the Difference?

October 17, 2025
edit post
California Attorney Pleads Guilty For Role In 2M Ponzi Scheme

California Attorney Pleads Guilty For Role In $912M Ponzi Scheme

October 15, 2025
edit post
Baby Boomers Are Flocking to This Florida Town — but Not for the Weather

Baby Boomers Are Flocking to This Florida Town — but Not for the Weather

October 9, 2025
edit post
How Some Retirees Are Finding Happiness Again After Age 60

How Some Retirees Are Finding Happiness Again After Age 60

0
edit post
Analyst Explains Why He Likes Advanced Micro Devices (AMD) – Says There Are ‘Other Options’ Beyond Nvidia

Analyst Explains Why He Likes Advanced Micro Devices (AMD) – Says There Are ‘Other Options’ Beyond Nvidia

0
edit post
Why under-resourced tax departments face more penalty risks

Why under-resourced tax departments face more penalty risks

0
edit post
Will Harris | The EDU Ledger

Will Harris | The EDU Ledger

0
edit post
One Nation, One Workforce: Govt plans integrated system to ensure social-security portability for all workers

One Nation, One Workforce: Govt plans integrated system to ensure social-security portability for all workers

0
edit post
How the IBX biosimilar strategy lowers specialty drug costs

How the IBX biosimilar strategy lowers specialty drug costs

0
edit post
How Some Retirees Are Finding Happiness Again After Age 60

How Some Retirees Are Finding Happiness Again After Age 60

October 23, 2025
edit post
Tesla’s weak earnings show how the ‘Musk Magic’ Premium is inflating its share price

Tesla’s weak earnings show how the ‘Musk Magic’ Premium is inflating its share price

October 23, 2025
edit post
‘Cash, precious metals, crypto’ is new norm for peak stock market risk

‘Cash, precious metals, crypto’ is new norm for peak stock market risk

October 23, 2025
edit post
One Nation, One Workforce: Govt plans integrated system to ensure social-security portability for all workers

One Nation, One Workforce: Govt plans integrated system to ensure social-security portability for all workers

October 23, 2025
edit post
Reward and Retribution Is the New U.S. Policy for Latin America

Reward and Retribution Is the New U.S. Policy for Latin America

October 23, 2025
edit post
Glassnode identifies concentrated Bitcoin selling amid market consolidation

Glassnode identifies concentrated Bitcoin selling amid market consolidation

October 23, 2025
The Adviser Magazine

The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.

CATEGORIES

  • 401k Plans
  • Business
  • College
  • Cryptocurrency
  • Economy
  • Estate Plans
  • Financial Planning
  • Investing
  • IRS & Taxes
  • Legal
  • Market Analysis
  • Markets
  • Medicare
  • Money
  • Personal Finance
  • Social Security
  • Startups
  • Stock Market
  • Trading

LATEST UPDATES

  • How Some Retirees Are Finding Happiness Again After Age 60
  • Tesla’s weak earnings show how the ‘Musk Magic’ Premium is inflating its share price
  • ‘Cash, precious metals, crypto’ is new norm for peak stock market risk
  • Our Great Privacy Policy
  • Terms of Use, Legal Notices & Disclosures
  • Contact us
  • About Us

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In
No Result
View All Result
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.