If one theme connected fourth-quarter earnings calls across consumer packaged goods companies and discretionary brands, such as toymakers, it was the emergence of a consumer...
The latest inflation data released Friday (Feb 13) point to a continued easing of price pressures, particularly in categories that define household necessity rather than...
The consumer in the United States is no longer one market. It’s two. And corporate earnings calls are increasingly where the split shows up first....
Foreign exporters paid a growing share of the cost of new tariffs in 2025, though U.S. importers continued to pay for most of that cost,...
The Bureau of Labor Statistics’ January employment report, released Wednesday (Feb. 11), delivered the kind of headline that suggests calm. Payrolls rose by 130,000 and...
The 21st century retail battle is no longer being waged primarily over assortment, price, or even brand equity. Get the Full Story Complete the form...
Flat retail sales at year end ran counter to the growth momentum many analysts expected upon the release of the latest report on Tuesday (Feb....
Households’ perceptions of inflation and the labor market improved slightly in January, the Federal Reserve Bank of New York said Monday (Feb. 9). Get the...