The Compounding Consumer Crunch
Apr 28, 2025•29 min
Episode description
Lower income consumers are already struggling, and the end of the de minimis exemption will make things even harder for them.
(00:21) David Meier and Dylan Lewis discuss:
- Domino’s earnings sending the same warning signals as Chipotle – lower income eaters aren’t ordering as often..
- Temu and Shein pushing tariff increases to American consumers over the weekend.
- Old Dominion Freight Lines and Saia signaling fewer goods are coming into the U.S.
(15:53) Motley Fool Analyst Anthony Schiavone and Ricky Mulvey take a look at homebuilders and the four major economic forces hitting those stocks. .
Companies discussed: DPZ, CMG, PDD, SAIA, ODFL, DHI, DFH.
Host: Dylan Lewis
Guests: David Meier
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
For the best experience, listen in Metacast app for iOS or Android
Open in Metacast