Starbucks continues to impress with +9% same-store-sales growth in North America, revealing that spending from its higher-income guests is very strong despite ongoing economic stress.
Starbucks a Diamond in the Rough
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Corporate Insights
Will Netflix’s New Low Cost Plan Save Them?
The ongoing decline in its user base is troublesome for the brand because it raises the question of whether the drop is due to economic weakness or whether it reflects a change in consumer behavior.
Bank of America Signals Blue Skies to Markets
Maybe we are old-fashioned, but we would like to see consumer spending grow (and not because inflation is driving prices higher) while consumer debt decreases.
Carmax Provides Valuable Insight on Consumer Confidence
Carmax management reported that consumer confidence is currently even lower than at the height of covid.
Cracker Barrel Reports FY4Q22
Cracker Barrel delivered a stressed 4.4% operating income margin as expected, reflecting inflationary cost pressures and uncertain consumers.
Is FedEx a “canary in a coal mine”?
As a bellwether for the domestic & global economy, FedEx provides key insights into shipping volumes.
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