Bloomberg Businessweek Bloomberg Businessweek Weekend - August 23rd, 2025
Aug 23, 2025
Featuring Joe Doe, an expert on economic statecraft, who delves into the intersection of national security and corporate governance. Jay Patel shares financial strategies for sustainable transit at the MTA while Nicola Willis discusses New Zealand's trade and investment initiatives. Amrita Ahuja offers insights into consumer spending at Block, and Josh Aviv unveils innovations in mobile EV charging. The conversation spans retail dynamics, emerging technologies, and the evolving landscape of international relations, making for a thought-provoking analysis.
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Consumer Resilience Amid A K-Shaped Divide
- U.S. consumers are holding up but acting conservatively amid uncertainty and tariff-driven price changes.
- Higher-income households maintain spending while lower-income shoppers face pressure, deepening a K-shaped split.
Winners And Losers Among Shoppers
- Lower-income shoppers show declining traffic and average tickets at discount retailers.
- Higher-income households still spend but hunt deals, benefiting retailers like Walmart.
Walmart Plus Strengthens The Flywheel
- Walmart Plus creates loyalty and incremental revenue even among Amazon Prime members.
- That recurring model fuels digital orders and advertising revenue, strengthening Walmart's flywheel.