92. Tariffs and US Holiday Season 2025 with Richard Kestenbaum
Oct 21, 2025•32 min•Ep. 93
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Episode description
In this episode, Paula Macaggi sits down with Richard Kestenbaum, Partner at Triangle Capital, and Forbes contributor, to break down what’s really shaping the 2025 holiday season. From tariffs and inflation to shifting consumer confidence and cautious spending, Richard shares his perspective on why “flat is the new up,” how retailers can navigate uncertainty, and what signals in M&A reveal about the health of the retail industry heading into 2026.
Check Richard's full article here
See here KPMG's tariffs report
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