Consumer Spending
Housing's Rate Problem Is Still Here, But the Cracks Aren't Everywhere
July housing starts plunged 12.4% while permits gained 5%. High rates are squeezing big-ticket, debt-dependent projects, but smaller jobs and Pro demand are keeping home improvement grounded.
Market Rumor - Apple is not get a favor on pricing with CXMT?
According to Korea's Digital Daily source, CXMT is not lowering prices for Apple...
Results Review - LVMH 2Q2026, did it fail to reassure on luxury recovery?
LVMH reported H1 2026 on July 27 — a "solid but uneven" print by the company's own framing, with a genuine inflection in Fashion & Leather Goods undercut by a miss against consensus and an unusually harsh stock reaction for a division showing sequential improvement.
Results Review - FY2026, P&G forecasts slower annual sales growth as costs weigh
P&G's fiscal Q4 2026 broke from the beat-heavy run of prints this earnings season: revenue and organic sales fell short as value-conscious consumers kept trading down, margins compressed for the full year, and next year's guidance came in below Street expectations.
Results Review - Coca-Cola, strong 2Q2026, a beverage that weathers through cycles?
Coca-Cola reports strong 2Q2026 results and raises full-year guidance, thanks to strong demand driven by FIFA World Cup and water breaks.
Consumer Pulse - Vinted Wants to Bring Its Buyer-Fee Resale Model to the US
Vinted is bringing its buyer-fee resale model to the US, testing whether American shoppers will embrace the platform and whether secondhand fashion can keep gaining ground on traditional retail.
Breaking News - Nike cutting off thousands of online distributors in China, will it work? - July 2026
Nike is planning to cut off thousands of online distributors in China and restructure its online presence to create a more consistent consumer experience (July 2026).
Macro & Micro Compass - New-Home Sales, June 2026: The Cheaper House That Costs More
June’s new-home report looks like a small win for affordability. Let’s follow the lower price through to the buyer’s monthly bill.
Nestle nears sale of Perrier unit stake at close to €5 billion valuation
July 22 (Reuters) - Private equity firm Platinum Equity is nearing a deal to acquire about a 50% stake in Nestle's European water business in a transaction that would value the joint venture at almost €5 billion ($5.71 billion), the Financial Times reported on Wednesday.
Macro & Micro Compass - Two Consumers, One GDP Print: Here’s What to Expect From July 30 GDP and PCE Releases
Retail sales rose just 0.2% in June, but the gap between resilient headline data and squeezed households is widening. What to watch in the July 30 GDP and PCE releases.
Alibaba Joins Apple To Bring Qwen AI To Devices In China
BEIJING, July 15 (Reuters) - China's cyberspace regulator said on Wednesday that Apple's on-device generative AI service, Apple Intelligence, has been registered for use on iPhones in China, paving the way for the long-anticipated rollout of the service in the country.
Silicon Bakery - Apple Expands Broadcom Partnership with $30 Billion U.S. Supply Chain Commitment
Apple announced it will expand its partnership with Broadcom through a more than US$30 billion commitment focused on strengthening its U.S. supply chain. As part of the initiative, Apple will also invest US$1.5 billion in Broadcom's manufacturing facility in Fort Collins, Colorado.
