Beat and Guide Lower — What It Means for the Market ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
Retail earnings were looking solid to start the year. Walmart, Amazon, TJX, Domino's — strong holiday sales, stocks at highs. But now? A new trend is emerging. Companies are reporting good numbers… and lowering guidance for 2025. They're all saying the same thing: consumers are "value-conscious," and retailers are getting "more promotional." That's a warning sign. But this is where Jeff Macke shines. He grew up in retail. He's seen every cycle, every shift in consumer behavior, and he knows when something bigger is happening. If you want to understand the real trends in retail — and what they mean for the market — Jeff's blog is where you need to be. Deep dives, videos, earnings breakdowns, and more. Check out Jeff's latest videos and blog posts here. |
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JC Parets, CMT | Founder, All Star Charts |
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