10min chapter

Bloomberg Intelligence cover image

A US Recession and Retail Report

Bloomberg Intelligence

CHAPTER

Assessing the Fiscal Year End and Quarterly Earnings

This chapter discusses the fiscal year end for retailers, the importance of December in assessing inventory and returns, and the cautious consumer spending during the recent quarterly earnings period. It also explores the impact of discounting, inventory control, and the shift towards experiences in retail. The chapter ends with reflections on the decline of Brooks Brothers and the performance of different retail companies across market segments.

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