Trucking Industry Insights: Demand, Margins, and Economic Forecasts

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

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