William Blair macro analyst Richard de Chazal and specialty retail analyst Dylan Carden unpack why retail stocks are under pressure despite solid earnings, exploring the impact of tariffs, supply chain shifts, and what it means for the holiday season.

This episode was recorded on August 22, 2025.

William Blair macro analyst Richard de Chazal and specialty retail analyst Dylan Carden unpack why retail stocks are under pressure despite solid earnings, exploring the impact of tariffs, supply chain shifts, and what it means for the holiday season. This episode was recorded on August 22, 2025.

Monthly Macro: Retail’s Reality Check

The William Blair Thinking Podcast aims to provide in-depth expertise on today's financial and economic landscape.

William Blair Thinking Podcast features two series:

-William Blair Thinking Presents, a new podcast series that dives deep into conversation with our award-winning equity research and capital advisory experts.

-Biotech Breakthroughs, a new podcast series from our equity research group that explores the news and trends shaping the biotech industry.

For more, go to https://www.williamblair.com/Thinking

Copyright 2025 William Blair & Company. L.L.C. “William Blair” and R Docs are registered trademarks of William Blair & Company, L.L.C. As used on this podcast, William Blair refers to William Blair & Company LLC, William Blair Investment Management, LLC and affiliates. For more information about William Blair, go to www.williamblair.com.

This content is for informational and educational purposes only and not intended as investment advice or recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines and restrictions.

The views and opinions expressed are those of the speakers, and are subject to change over time as market and other factors evolve.

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The William Blair Thinking Podcast aims to provide in-depth expertise on today's financial and economic landscape. William Blair Thinking Podcast features two series: -William Blair Thinking Presents, a new podcast series that dives deep into conversation with our award-winning equity research and capital advisory experts. -Biotech Breakthroughs, a new podcast series from our equity research group that explores the news and trends shaping the biotech industry. For more, go to https://www.williamblair.com/Thinking Copyright 2025 William Blair & Company. L.L.C. “William Blair” and R Docs are registered trademarks of William Blair & Company, L.L.C. As used on this podcast, William Blair refers to William Blair & Company LLC, William Blair Investment Management, LLC and affiliates. For more information about William Blair, go to www.williamblair.com. This content is for informational and educational purposes only and not intended as investment advice or recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines and restrictions. The views and opinions expressed are those of the speakers, and are subject to change over time as market and other factors evolve.

The William Blair Thinking Podcast aims to provide in-depth expertise on today's financial and economic landscape.

William Blair Thinking Podcast features two series:

-William Blair Thinking Presents, a new podcast series that dives deep into conversation with our award-winning equity research and capital advisory experts.

-Biotech Breakthroughs, a new podcast series from our equity research group that explores the news and trends shaping the biotech industry.

For more, go to https://www.williamblair.com/Thinking

Copyright 2025 William Blair &amp; Company. L.L.C. “William Blair” and R Docs are registered trademarks of William Blair &amp; Company, L.L.C. As used on this podcast, William Blair refers to William Blair &amp; Company LLC, William Blair Investment Management, LLC and affiliates. For more information about William Blair, go to www.williamblair.com.

This content is for informational and educational purposes only and not intended as investment advice or recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines and restrictions.

The views and opinions expressed are those of the speakers, and are subject to change over time as market and other factors evolve.

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Monthly Macro: Retail’s Reality Check

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