Manufacturing in the US has been contracting for most of the last three years.Chipotle has a younger customer base that is struggling economically and thus eating at home more often.Its share price is down 47% this year.Starbucks comparable sales finally turn positive – just.Introducing the PM Loser Index.McDonald’s sales tick down a bit but still in positive territory.Traffic from low-income consumers was down almost 10%.Inflation pressuring margins but profitability still rose.Clorox sales ...
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Manufacturing in the US has been contracting for most of the last three years.Chipotle has a younger customer base that is struggling economically and thus eating at home more often.Its share price is down 47% this year.Starbucks comparable sales finally turn positive – just.Introducing the PM Loser Index.McDonald’s sales tick down a bit but still in positive territory.Traffic from low-income consumers was down almost 10%.Inflation pressuring margins but profitability still rose.Clorox sales ...
Post 334: Coffee, Airlines, and Lululemon: Signals of Strain
Paulitical Economy™
45 minutes
1 month ago
Post 334: Coffee, Airlines, and Lululemon: Signals of Strain
Tariffs are sending coffee prices soaring.A tax for American consumers with no benefit.Delta Airlines passenger revenue growth has been grinder lower for the last couple of years and is now flat:And now falling in economy class for two straight quarters.Lululemon has not grown comparable store sales in the US for a year and a half.And sales are accelerating downwards.The Canadian government has wisely scrapped next year’s quotas for new cars that must be low emission.Future targets may also f...
Paulitical Economy™
Manufacturing in the US has been contracting for most of the last three years.Chipotle has a younger customer base that is struggling economically and thus eating at home more often.Its share price is down 47% this year.Starbucks comparable sales finally turn positive – just.Introducing the PM Loser Index.McDonald’s sales tick down a bit but still in positive territory.Traffic from low-income consumers was down almost 10%.Inflation pressuring margins but profitability still rose.Clorox sales ...
