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  • So my dad tried to retire the other day and my mom told him, "No." I'm kidding. She actually said, "Let's talk about it in a few years." That's all we've got time for this episode. Thank you so much to my guests. Thank you to Oscar. Oscar Orozco:. Thanks, Marcus. Thanks for having me. Marcus Johnson:. Of course, sir. Thank you to Rahul. Rahul Chadha:. Always a pleasure. Thanks, Marcus.

    Audio
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    Oct 6, 2023
  • I would be remiss if I didn't say that after our brick and mortar episode, my mom texted me and said that she no longer has a bag of expired Bed Bath and Beyond coupons in her car. She threw them away. Suzy Davidkhanian:. Well, if she did, she could use them at Target. Sara Lebow:. They're gone. Suzy Davidkhanian:. Your poor mom. Sara Lebow:.

    Audio
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    Jul 26, 2023
  • My mother-in-law has already exceeded that within six months of my daughter's birth, so I believe it. Marcus Johnson:. All right, let's move to the final question in this round. TikTok, it's what we're talking about. We covered TikTok a fair amount this month in our August 2nd re-imagining retail episode. We discussed the TikTok flywheel. We talked about its text only posts on the daily on the 7th.

    Audio
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    Aug 30, 2023
  • And when asked by a journalist why the company wasn’t pursuing solutions to make it possible for him to share video clips with his Android-device-using mother, Apple CEO Tim Cook told the reporter “buy your mom an iPhone.”. So how valid is RCS as a messaging platform?

    Article
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    Oct 4, 2022
  • American paychecks rose 0.7% MoM and 0.4% MoM when adjusted for inflation, up from 0.3% and 0.0% in September. Inflation eased. The PCE price index, the US Federal Reserve’s preferred inflation gauge, without food and energy prices rose 0.2% MoM, down from 0.5% in September. The US economy grew more than initially thought in Q3.

    Article
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    Dec 1, 2022
  • Food at home prices rose 0.3% MoM in February, down from a 0.4% MoM increase in January. Prices for meat, poultry, fish, and eggs fell 0.1% MoM, helped by a 6.7% drop in the cost of eggs. The labor market is still incredibly tight.

    Article
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    Mar 14, 2023
  • The news: The increasing cost of food was a key factor that drove prices to rise 8.6% year-over-year (YoY) in May, and 1.0% month-over-month (MoM), per the US Bureau of Labor Statistics. Food prices were up 10.1% YoY and 1.2% MoM. Grocery prices soared to 11.9% YoY, the highest level since April 1979, and 1.4% MoM. May was the fifth straight month that the MoM increase was at least 1%.

    Article
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    Jun 10, 2022
  • Even though the Federal Reserve’s preferred measure for core inflation came in hotter than expected—rising 0.6% MoM after being flat in July—post-tax personal income edged up 0.4% MoM, a tick above the headline 0.3% inflation.

    Article
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    Sep 30, 2022
  • Core CPI, which strips out the volatile food and energy components, rose 0.7% MoM, and 5.9% YoY. Consumers' spending power is declining as real average hourly earnings for all employees decreased 1.0% MoM in June, and 3.6% YoY, per the Labor Department. The situation is causing consumers to pull back on some discretionary purchases.

    Article
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    Jul 13, 2022
  • Retail sales in China fell 6.7% MoM in May, per China’s National Bureau of Statistics. That said, China’s May numbers were a marked improvement from an 11.1% MoM decline in April, when millions of residents were confined to their homes due to COVID-19 lockdowns.

    Article
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    Jun 15, 2022
  • US household spending fell 0.2% month-over-month (MoM) in December, per the US Commerce Department. After adjusting for inflation, spending fell 0.3% MoM. That followed a downwardly revised 0.1% MoM decrease in November (or 0.2% after adjusting for inflation).

    Article
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    Jan 27, 2023
  • You hear that, Mom and Dad? Google Search is pretty old, and at this point, it's the US government that's the one that's kicking it off the health plan. But what that means is the parents, as in the US government, is getting pretty strict with Google. Google, at this point, still controls 90% of search advertising in the US.

    Audio
     | 
    Sep 22, 2023
  • But looking at the month-over-month (MoM) trend line offers a different view, as retail sales fell 0.4% MoM in February. The picture looks slightly better (flat MoM growth) once you exclude auto and gas. Another way to look at what’s going on is to gauge executive sentiment.

    Article
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    Mar 15, 2023
  • The news: US retail sales fell 0.6% month-over-month (MoM) in November, the biggest drop in 2022, per the Commerce Department, as consumers continued to ease up on discretionary spending. The drop is considerably more than the 0.2% expected by economists, according to Bloomberg, and a significant slump after sales rose 1.3% MoM in October.

    Article
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    Dec 16, 2022
  • The food at home index rose 1.3% MoM thanks to price increases across all six major grocery food groups. Online grocery prices grew more than any other category, rising 1.4% MoM and 13.4% YoY, for the 30th consecutive month of growth.

    Article
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    Aug 10, 2022
  • Moreover, sales in several categories that consumers turn to for gifts saw disappointing results, including apparel and accessories stores (-0.3% MoM, 2.9% YoY), electronics and appliance stores (-1.1% MoM, -5.6% YoY), and department stores (-6.6% MoM, -0.6% YoY).

    Article
     | 
    Jan 18, 2023
  • Food-at-home prices continued to soar, rising 0.7% month-over-month (MoM) and 13.5% YoY. No cost savings for the weary: Online prices rose 2.1% MoM in August, per Adobe, reversing last month’s decline breaking a 25-month streak of price increases.

    Article
     | 
    Sep 14, 2022
  • Eurozone households’ retail spending in October fell 1.8% month-over-month (MoM), the largest MoM decline since July 2021, according to Eurostat. On an annualized basis, spending declined 2.7%.

    Article
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    Dec 5, 2022
  • The news: US shoppers’ retail spending was flat month-over-month (MoM) in September as consumers dealt with inflation and rising interest rates, per the US Commerce Department. Signs of challenges ahead: Although US consumers have generally shrugged off higher prices and rising interest rates in recent months, there are signs that their ability to do so may be starting to wane.

    Article
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    Oct 14, 2022
  • Helping Black mothers in Georgia: In January, Johnson & Johnson Consumer Health teamed up with Walmart to support CareSource’s Mom and Baby Beginnings program. The program provides a range of maternity products, education, and services for Black women and all pregnant people.

    Article
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    Mar 2, 2023
  • The news: Inflation is starting to weigh on US consumers’ spending as household consumer spending rose 0.2% month-over-month (MoM) in May, a slowdown from a downwardly revised 0.6% increase in April, per the US Commerce Department. But when those numbers are adjusted for inflation, that translates to a 0.4% drop.

    Article
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    Jun 30, 2022
  • The company aims to normalize a job trend that began as a way for mothers to return to the workforce in the ’70s and has been gaining popularity among corporate workers in the UK. What you need to know: The norms of the talent marketplace are changing, and brand image is important for job candidates.

    Article
     | 
    Jul 27, 2022
  • Analysts expect retail sales to be up 1.5% MoM in January, which would be a notable turnaround after tumbling 1.1% MoM in December, per a Reuters survey of economists. A deeper look: Strong jobs numbers and lower inflation helped US consumer sentiment reach a 13-month high this month, per data from the University of Michigan.

    Article
     | 
    Feb 10, 2023
  • Both measures rose 0.6% MoM. Consumer confidence ticks up. Consumer sentiment rose modestly in February, per the University of Michigan. While that’s the third consecutive month of gains, sentiment remains far below its historical average.

    Article
     | 
    Feb 24, 2023
  • Excluding food and energy, the consumer price index (CPI) rose 0.2% month-over-month (MoM), the smallest increase since August 2021, per the Labor Department. Overall CPI was 7.1% higher year-over-year (YoY), a significant easing from October’s 7.7% inflation rate.

    Article
     | 
    Dec 14, 2022
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