Marketplace Why we've got an eye on this week's corporate earnings
11 snips
Nov 17, 2025 
This week features Mahira Rivers, a taste expert, diving into the rising trend of sour foods. She explains how flavors are evolving from childhood nostalgia to adult sophistication. Joining her is Mitchell Hartman, who sheds light on Nvidia's anticipated earnings and its pivotal role in the AI boom. Henry App discusses how upcoming big-box retailer earnings will reflect consumer behavior as the holiday season approaches, while Caitlin Tan explores the economic transitions in coal towns pivoting to nuclear projects.
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Retail Earnings As A Data Proxy
- Big-box retailer earnings can act as a proxy for missing retail sales data from the Census Bureau.
- Analysts will watch unit sales versus revenue to see if consumers are buying fewer items at higher prices.
Consumers Feel K-Shaped Pressure
- Lower-income shoppers report being squeezed by high food, rent, and utility costs and focus on bargain hunting.
- Some survey data still show rising incomes and improved savings for many households, suggesting mixed pressure across the consumer base.
Housing Rebound May Favor Well-Equipped Buyers
- The National Association of Realtors predicts a 14% jump in home sales next year driven by pent-up demand and possible rate declines.
- Gains may skew to higher-end and retiring homeowners, while first-time buyers face persistent affordability challenges.