Marketplace A sluggish spin cycle
10 snips
Oct 27, 2025 
In this discussion, Marketplace reporters Matt Levin and Justin Howe dive into the state of the appliance market, focusing on Whirlpool’s recent lukewarm earnings. They examine the impact of high beef prices on restaurateurs and ranchers, along with how small businesses are adjusting staffing amidst economic uncertainties. The conversation takes a turn towards the consolidation of regional banks and the shifts in consumer demand for high-end appliances versus cheaper models. It’s a lively exploration of modern economic challenges and strategies.
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Appliance Sales Mirror Housing Slowdown
- Whirlpool sales reflect weakness in housing-driven demand for big-ticket home goods.
- Tariffs haven't shifted market share because Asian competitors haven't fully raised prices, says Rafe Jadrasich.
High-End Appliances Outperform At Retail
- Mackenzie Dahl sees high-end appliance brands selling while cheaper Whirlpools lag at her Kitchen Kings store.
- She attributes that to remodels replacing home purchases in a sluggish housing market.
Low Water Cuts Barge Capacity
- River shipping demand stays high but low water levels cut cargo capacity and revenue per tow.
- Austin Golding says prolonged low water exposes infrastructure vulnerabilities and affects supply chains.