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Retail
CMG and SFM Results - Are the cracks in the consumer closing?
Thomas Paulson
·
April 30, 2026
Retail
Resti Earnings: SBUX, EAT, YUM, & SYY: March did not slow. April also strong
Thomas Paulson
·
April 30, 2026
Retail
Amazon’s Q1 Results:Acceleration and a $204B run-rate grocery business
Thomas Paulson
·
April 30, 2026
Retail
Starbucks New Loyalty Program: Unlocking growth and strengthening the Starbucks ecosystem
Thomas Paulson
·
March 25, 2026
Retail
March’s Retail Sales & Previewing April The US consumer is remarkable
Thomas Paulson
·
April 23, 2026
Retail
March Retail Sales: The slowdown is less than had been reported
Thomas Paulson
·
April 14, 2026
Retail
Previewing March Retail Sales – Dampened by Weather and Geopolitical Discombobulation
Thomas Paulson
·
April 2, 2026