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Fed Chair Powell’s Jackson Hole speech hinted at possible rate cuts. Inflation and tariffs are reshaping consumer behavior, and value remains king. Even if rates dip, cautious, price-sensitive spending is here to stay. #RetailSales #Tariffs #FedWatch

.@JharonneMartis believes there are pockets of strength in the retail space. She points investors to $ANF, $DKS, $FIVE. On $M, Martis mentions a "sea of red" in analyst expectations.

So far, 159 retailers have reported Q4 2024 #earnings; 56% of them have discussed the impact of #tariffs . Department stores $M and $KSS will report Q4 earnings soon. According to @LSEG StarMine, the negative outlook may persist: https://t.co/3v9Wffcug1

Retailers had a very jolly holiday season. Discussing #tariffs, #retailsales and #earnings expectations for @LSEGplc on @CNBCWEX $wmt https://t.co/NZOXH4zu9H

So far 70 #retailers reported Q4 2024 #earnings; many cited higher prices and a cautious #consumer About 57% of retailers discussed the impact of #tariffs. The @LSEGplc Retail & Restaurant index is expected to show a 13% growth for Q4 2024 $AMZN $WMT https://t.co/UEWvBXCRKG

What to expect this #BlackFriday ? November has the lowest amount of merchandise on sale since 2016, as retailers attempt to preserve margins.  @LSEG discoved in a collaboration with @Centric_PLM Discussing this on @SchwabNetwork with @Cline_Woods https://t.co/DtJ76VbNr7

.@Walmart has the upper hand over @Target with value and convenience for @LSEGplc Via @CNBC $WMT $TGT: https://t.co/KEBfPzusCX

$WMT outperformed $TGT, benefiting from consumers’ preference for value and convenience. While purchasing more affordably-priced groceries, consumers also splurged on discretionary items, turning @Walmart into a one-stop shop. $GPS $TJX $WSM https://t.co/GSr7yxpf2c

Retailers are reporting Q3 #Earnings, and according to @LSEGplc StarMine data, $WMT and $GPS are likely to beat their Q3 earnings estimates and post a positive surprise! Full story here: https://t.co/D46XJHxTxS

Q3 2024 U.S. Retail #Earnings Preview; What's in store for retailers, and $AMZN earnings? #RetailSales $WMT $ANF $GPS $HD https://t.co/RlcnvojkKY

What happens when you mix #candy with #fashion? @mmschocolate + @katespadeny = Gen Z Magnet. Full Story Via @Bagable_com + @ParijaKavilanz #retailsales #nostalgia :

Kamala Harris wants to take on price gouging. It's hard to find agreement on what it even is. Thanks @CNBC and @melissa_repko for the interview. #pricegouging Full article:

"There is a slowdown in consumer spending and lower retail profit growth expected for the second half of the year," says @jharonnemartis regarding restaurant and retail profits.

Fo’i NASA pa London Stock Exchange: Jharonne Martis di Aruba cosechando exito na New York

Stocks edging higher ahead of the FOMC decision on Wednesday. Plus the tapped out consumer and My Take on why 1913 was an awful year for Americans. @JharonneMartis @davidnelsoncfa @biancoresearch @FedGuy12 @SeemamShah @GaryKaltbaum @GregDaco Making Money Please Tune In 3PM

We cordially invite you to join us for @LSEGplc Q3 Macro webinar. Our panel of experts will discuss the current challenges for the capital markets with a particular focus on equity markets. Register now: https://t.co/K3UVTjKY71

Value, value, value 🛍️ The consumer has become increasingly value-oriented when shopping for discretionary items, says @JharonneMartis, as she gives an overview of the retail space with @NPetallides: "Unless you're getting a 40% discount, you're not really getting a discount."

"The consumer is definitely very value-oriented," LSEG director of consumer research @JharonneMartis says on retail headwinds following $DG, $DLTR earnings. "It's not just the low-end consumer ... it's also the middle-class consumer."

To date, 79% of companies in our @LSEGplc #Retail #Restaurant Index have reported #earnings results. The Q2 2024 earnings growth estimate now stands at 13.9% $TGT $M $TJX $LOW $KSS

Assessing the strength of the U.S. consumer 💪 🛍️ @JharonneMartis outlines the key takeaways from today’s retail sales data, and breaks down what retail earnings reveal about the consumer with @J_B_Horne & @AlexCoffeyCS: 📊 $HD $TGT $WMT $COST $AMZN