Marketplace All-in-One Why we've got an eye on this week's corporate earnings
Nov 17, 2025
Henry App, a Marketplace retail reporter, dives into upcoming big-box retailer earnings, offering insights into consumer behavior just in time for the holidays. Mitchell Hartman discusses NVIDIA's earnings and the hype surrounding AI-driven chips. Caitlin Tan shares the economic implications of a new nuclear project in Kemmerer, Wyoming, highlighting its transition from coal. Meanwhile, food writer Mahira Rivers explores the booming trend of sour snacks, linking their popularity to millennial nostalgia and online engagement.
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Retail Earnings As Data Proxy
- Big-box retailer earnings can act as a proxy for missing government retail data from September and October.
- Analysts will watch units sold versus revenue to see if consumers bought fewer items at higher prices.
K-Shaped Consumer Recovery Continues
- Lower-income shoppers report being pinched by high food, rent, and utility costs and are hunting bargains early.
- Some surveys show rising incomes and savings for other segments, suggesting uneven consumer strength.
Why Home Sales Could Surge In 2026
- The NAR predicts a 14% jump in home sales next year driven by pent-up demand and possible mortgage-rate dips below 6%.
- Affordability will keep first-time buyers sidelined while higher-end and retiring homeowners likely lead sales.