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Schwab Network

Retail Earnings Amid Tariff Back and Forth

6 min7 mars 2025

"Earnings show that the consumer is spending but not wildly or out of control and the signs of fatigue are starting to show," notes Greg Portell. He talks about what we learned from this week's retail earnings. He highlights how the tariff back and forth is impacting retailers. He then goes over the outlook for discount retail.


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