

BI Weekend: A Preview of 2025
4 snips Dec 27, 2024
Julia Coronado, founder and president of Macropolicy Perspectives, analyzes the recent Fed policy meeting and its implications for economic policy moving into 2025. She discusses how potential Trump administration strategies might shape the economy and affect the stock market. Other fascinating topics include projections for consumer spending trends in the retail sector and the evolving challenges homebuilders face amidst rising interest rates. Expect insightful predictions on companies to watch as we look ahead to the new year.
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Value-Focused Retail
- Consumers are prioritizing value in their purchases.
- Retailers are adapting by focusing on value-oriented strategies.
Private Label Growth
- Private label brands had a successful 2024 and this trend will continue.
- Consumers now view private labels as trusted brands, not just alternatives.
Retail Media Boom
- Retail media, including ads and search results, is booming.
- This high-margin revenue stream helps retailers monetize their data.