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Tariff impact will be the headwind for retail in 2026, says top retail analyst Dana Telsey
CNBC Television· 2025-11-07 21:59
And on the earnings front, names like Tapestry, TX, CarMax, and ELF all fell big on earnings, taking the XRT down for the week. For more on the consumer, let's bring in Telsey Advisory Group CEO Dana Telsey. Dana, these University of Michigan uh consumer confidence numbers three weeks before Black Friday don't feel great.So, can the luxury consumer save the season. >> Well, thank you for having me, John, and I agree. They don't feel great.When you see numbers hitting the lows on consumer sentiment, there's ...
Ethan Allen CEO on weak earnings: Impacted by government shutdown's impact on consumer confidence
CNBC Television· 2025-10-30 18:46
Joining me now to discuss is Ethan Allen, chairman and CEO Farooqari. Farooq, thank you for being here. Uh, how do you explain the miss this quarter.>> Well, first of all, good to see you and good to be on the call. Well, you know that these are very interesting times as you just reported. We did have our first quarter and were impacted by the shutdowns had an impact on consumer confidence. It had impact on our traffic. Our traffic was down.But interestingly, our sales written sales in our retail division w ...
X @Bloomberg
Bloomberg· 2025-10-28 14:08
US consumer confidence fell in October for a third straight month on dimmer views about the outlook for the economy and labor market. https://t.co/kmkCpEBY6c ...
X @Bloomberg
Bloomberg· 2025-09-10 17:45
Delta CEO Ed Bastian said that consumer confidence has rebounded following a “big impact” from tariffs and the economic upheaval earlier this year https://t.co/7wDaWQVPNc ...
X @CNN Breaking News
CNN Breaking News· 2025-07-29 14:48
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]
X @Bloomberg
Bloomberg· 2025-07-29 14:17
US consumer confidence increased in July after declining last month as concerns eased about the outlook for the broader economy and the labor market https://t.co/uEcNDpyuaG ...
Delta CEO Ed Bastian on 2025 outlook and consumer demand
CNBC Television· 2025-07-10 14:45
Right. What's changed in the last 6 months that you're looking at full year now coming in lower than where you were expecting things to be in January. Well, given the level of turbulence that we have seen, whe there's geopolitical conflicts going on in multiple regions around the world, you have the impact that we've seen from the tariff battles and all the global trade wars that are being waged.There's been a big pullback over the start of the year starting to wne a little bit but in terms of overall corpo ...