OPERATORS E140: Black Friday Just Got Wild
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Nov 19, 2025 The hosts dive into the holiday shopping landscape, unraveling consumer trends amid economic softness. They debate the impact of early sales versus the Cyber Five, sharing brand strategies and insights. There's a deep dive into forecasting growth for 2025 and 2026, and the difference between sustainable growth versus trend-based excitement. With case studies from iconic brands, they also discuss the pivotal role of CEOs in prioritizing initiatives and making impactful decisions for long-term success.
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Holiday Shoppers Waiting For Big Deals
- Consumers are highly deal-driven this holiday season and are waiting for deep discounts.
- Expect heavier discounting and more conservative spending due to weak macro signals and layoffs.
Don't Sacrifice Margin To Hit Public Targets
- If you're a public company, prioritize hitting forecasts to avoid severe consequences.
- Private companies can preserve margin by being flexible on revenue targets instead of forcing top-line numbers.
Inventory Drives Early Discount Behavior
- Inventory lead times determine how aggressively brands must discount.
- Companies with long overseas cycles are more likely to start big discounts earlier to move stock.