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cover of episode Retail Pulse Check: Inventory Approaches, Price Moves, and What Q2 is Trying to Tell Us | Reimagining Retail

Retail Pulse Check: Inventory Approaches, Price Moves, and What Q2 is Trying to Tell Us | Reimagining Retail

2025/6/4
logo of podcast Behind the Numbers: an EMARKETER Podcast

Behind the Numbers: an EMARKETER Podcast
AI Deep Dive AI Chapters Transcript
People
B
Blake Droesch
S
Sarah Lebow
Z
Zach Stambor
Topics
Blake Droesch: 我认为Q1财报季可以用“忧虑的”来形容，虽然情况并非灾难性的，但对未来感到担忧。零售商们正努力应对供应链的优化，以便能够更快地响应消费者行为的变化。如果经济形势不好，消费者行为发生变化，零售商优化供应链的能力将受到严峻考验。 Zach Stambor: 我认为Q1财报季可以用“怪异和时髦的”来形容，因为其中有很多不寻常的因素，例如加州野火、冬季风暴和特朗普政府的关税政策。特朗普政府宣布、暂停和留有谈判空间的策略，导致关税问题变得模糊不清。零售商面临着艰难的平衡，既要避免库存过多，又要避免因关税而导致的价格上涨。他们可以通过采取稍微保守的策略来应对不确定性，避免受到政策波动或消费者行为的影响。零售商可能会通过提高利润率、依靠供应商或最终将成本转嫁给消费者来应对更高的成本。 Sarah Lebow: 我认为消费者并不清楚关税的实际情况，因此他们的行为就像最高关税已经或即将生效一样。消费者对关税的反应是减少消费或为未来可能上涨的关税做准备而增加支出。10%的全面关税似乎将成为新常态，这与过去一个世纪的环境截然不同。即使作为零售业播客的主持人，我也对每天甚至每个品类的具体情况感到不确定。

Deep Dive

Chapters
The eMarketer team discusses the unusual dynamics of Q1 2025, including the impact of unexpected events like California wildfires and political changes on retail earnings. They highlight the uncertainty surrounding tariffs and their effect on consumer behavior and retailer strategies.
  • Q1 2025 earnings season was described as "trepidatious", "weird", and "funky"
  • California wildfires, winter storms, and political changes influenced Q1 results
  • Tariffs created uncertainty, impacting consumer behavior and retailer strategies
  • Consumers reacted by pulling back on spending or stockpiling goods

Shownotes Transcript

On today’s podcast episode, we check in on how retailers’ financials are looking this year, different approaches to inventory, and what Q2 is telling us. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analysts Blake Droesch and Zak Stambor.

 

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For a transcript of this episode click here: https://www.emarketer.com/content/)podcast-reimagining-retail-retail-pulse-check-inventory-approaches-price-moves-what-q2-is-telling-us

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