US consumer confidence declined in January to its lowest level in 12 years: Here’s your Evening Briefing https://t.co/gR1AhcBjig ...

Let's bring in Julia Coronado. She's the founder of Macropolicy Perspectives. Julia, it's great to see you and and feel free to layer in your own thoughts about the consumer confidence number on top of all this.>> Yeah, absolutely. So, the conference board is extremely valuable for exactly what you pointed out, assessments of labor market conditions. Um, we've got a long history.It's got a pretty reliable track record mapping into actual labor market data. So, while I agree with Steve, the the confidence do ...

US consumer confidence declined in January to the lowest level in more than a decade on more pessimistic views of the economy and labor market. https://t.co/M8DIIjJWlk ...

US consumer confidence declined for a fifth consecutive month on more pessimistic views of the labor market and business conditions. https://t.co/pGTBscsBiP ...

Donald Trump is still obsessing over tariffs, the centerpiece of his economic agenda. And now he is bracing for a Supreme Court decision that could blow up all of his trade plans. Today, Trump posted on Truth Social that tariffs have made the country quote rich, strong, powerful, and safe.Adding that evil Americanhating forces are fighting us at the sup at the US Supreme Court. pray to God that our nine justices will show great wisdom and do the right thing for America. His urging comes as Americans face ec ...

Consumer Sentiment & Economic Impact - University of Michigan consumer confidence numbers are not strong three weeks before Black Friday [1] - Low consumer sentiment is observed, but upper-middle and luxury consumer spending remains strong [2] - Government shutdown negatively impacts lower to middle-income consumers, widening the K-shaped economy [3] Retail & Inventory - Overall inventory levels appear to be in good shape, with some inventories brought in early to manage tariff impacts [5] - Managing margins against higher costs due to tariffs will be a headwind in the first half of 2026 [5] - Promotions are not significantly increasing heading into Black Friday, and Amazon Prime Day in October was solid but not exceptionally strong [6][7] Value & Off-Price Retail - Lower-income consumers are focusing on necessities and value pricing [7] - Value is constituted by brand and price, with off-price retailers, Walmart, and Costco representing value options [8] - Retail real estate landlords are seeing strength in leasing from value players [9]

Financial Performance - The company experienced impact from shutdowns on consumer confidence and traffic in the first quarter [1] - Despite shutdowns, written sales in the retail division increased by 52% [2] - The company increased marketing spend to 34% from 23% [3] - The company ended the quarter with $194 million in cash, up from $187 million last year, even after paying $10 million in regular dividends (39 cents) and $6 million in special dividends [4] Operational Highlights - The company manufactures almost 80% of its products in North America [4][5] - The company delivers products at one price throughout North America [6] - The company is continuously monitoring the impact of tariffs, leveraging manufacturing in Mexico and Honduras [7] - The company emphasizes its vertically integrated structure as a strength [3][5][7]

Economic Outlook - US consumer confidence declined for the third consecutive month in October [1] - The decline is attributed to a less optimistic perspective on the economy [1] - Labor market outlook also contributed to the decreased confidence [1]

Market Trends - Delta CEO Ed Bastian stated consumer confidence has rebounded following a "big impact" from tariffs and economic upheaval earlier this year [1]

Consumer Sentiment - US consumer confidence increased in July [1] - Americans feel more confident about the economy [1] Economic Factors - The increase in confidence is potentially linked to President Trump's tariff agreements [1]