nhryanhickey Profile Banner
Ryan Hickey CPA Profile
Ryan Hickey CPA

@nhryanhickey

Followers
1K
Following
971
Media
32
Statuses
215

Notre Dame MBA l Accountant by Trade l Analyzing Financial Statements One Number at a Time

Joined July 2013
Don't wanna be here? Send us removal request.
@nhryanhickey
Ryan Hickey CPA
14 days
And I think we expect those kind of dynamics and headwinds to kind of continue through the rest of the year…”.
1
0
4
@nhryanhickey
Ryan Hickey CPA
14 days
so a little bit better than Q1 and then we've got the kind of higher income consumer who continues to kind of grow visits, I think, positively and consistently. So I think that is what we touched on upfront. You've got a bit of this kind of bifurcated consumer environment. .
1
0
4
@nhryanhickey
Ryan Hickey CPA
14 days
consumer. But if you think just about the consumer environment, I mean, we've got lower-income consumers that remain under pressure. Their visits to QSR were down double-digits again in Q2. I think the middle-income consumer was marginally positive in visits in Q2. .
1
0
1
@nhryanhickey
Ryan Hickey CPA
14 days
McDonald’s CFO on customer trends during CC "Look, I think as you said, the industry environment certainly remains challenging. I think we saw overall QSR traffic in Q2 negative, which is consistent with what we saw in Q1. I think Chris certainly touched on a little bit the. .
1
0
22
@nhryanhickey
Ryan Hickey CPA
20 days
“There's a lot of pressure to say you're using AI. Sometimes that pressure takes the shape of flat-out lies,” said Emily Bender, a professor at the University of Washington who studies the field. “A key component of hype is playing on people's fear of missing out.” -Bloomberg.
1
0
18
@nhryanhickey
Ryan Hickey CPA
20 days
CFO Susan Li on the META CC, " On the genAI side, we are clearly much, much earlier on the return curve, and we don't expect that the genAI work is going to be a meaningful driver of revenue this year or next year.".
1
1
32
@nhryanhickey
Ryan Hickey CPA
22 days
season. Given that, we are not providing any forward-looking revenue or earnings guidance.".
0
0
23
@nhryanhickey
Ryan Hickey CPA
22 days
may be able to thwart the impact of rising costs due to tariffs, many of our SMB customers may not. Further, peak plans have not yet been submitted by our customers, which is an indication that they, too, are having difficulty in forecasting demand for the holiday selling. .
1
1
22
@nhryanhickey
Ryan Hickey CPA
22 days
Interesting commentary on UPS CC: "Now moving to our outlook. For our sector, this remains a very unsettling time. Changes in trade policy have not been cemented and the impact on customer demand and the overall economy is unknown. While our customers, who have scale. .
2
0
38
@nhryanhickey
Ryan Hickey CPA
22 days
Upper-income Americans are increasingly falling behind on credit card and auto loan payments, signaling an underlying vulnerability in the US economy
Tweet card summary image
bloomberg.com
Upper-income Americans are increasingly falling behind on credit card and auto loan payments, signaling an underlying vulnerability in the US economy as the labor market slows.
0
9
62
@nhryanhickey
Ryan Hickey CPA
22 days
of critical technology initiatives, suggest to us that companies may not have sufficient capacity and an expanding economic environment that is free of the current significant macro uncertainties.”.
0
0
3
@nhryanhickey
Ryan Hickey CPA
22 days
Unemployment claims have remained low, which suggest that companies, broadly speaking, continue to be reluctant to lay off workers after allowing natural attrition to downsize their workforce over the last 3 years. These data points, when combined with the increasing backlog. .
1
0
3
@nhryanhickey
Ryan Hickey CPA
22 days
in a handful of sectors, healthcare, leisure and hospitality, construction, education and government. These areas have driven the bulk of the labor market growth. Outside of these sectors where our client presence is modest, job creation has been minimal to nonexistent. .
1
0
2
@nhryanhickey
Ryan Hickey CPA
22 days
constrained environment. With that said, our clients continue to carry a significant backlog of strategically imperative technology investments that they expect to execute once greater positive visibility exists. Over the past 3 years, job gains have been concentrated. .
1
0
2
@nhryanhickey
Ryan Hickey CPA
22 days
U.S. consumer and broader U.S. economy remain highly uncertain as exhibited by continued mix economic data. Conversations with our clients, which are predominantly market-leading companies, and our operating trends suggest that we are continuing to operate in a demand. .
1
0
3
@nhryanhickey
Ryan Hickey CPA
22 days
Kforce macro and labor comments on CC, “While the enactment of the One Big Beautiful Bill removed some uncertainty related to tax policy, the global trade negotiations and potential retaliatory measures are far from settled and the potential derivative negative effects on the. .
1
0
9
@nhryanhickey
Ryan Hickey CPA
28 days
we can say AI has not impacted how we've performed.”.
1
3
35
@nhryanhickey
Ryan Hickey CPA
28 days
concluded so far, no association between AI and jobs growth with the possible exception of tech companies that you read a lot about. But part of that, they're selling their own book. And so at least so far, when you look at the staffing industry and Robert Half specifically. .
1
2
33
@nhryanhickey
Ryan Hickey CPA
28 days
other roles. Interestingly, the NFIB just did a technology survey of its constituents. 98% reported that AI had no impact to their number of employees. There are other studies that have come out recently, and the National Bureau of Economic Research being one of them, that has. .
1
3
29