This week on the Omni Talk Retail Fast Five podcast, sponsored by the A&M Consumer and Retail Group, Simbe, Mirakl, and Ocampo Capital, we examine how tariff-driven inflation threatens the upcoming holiday season.
Inflation rose to 2.7% in June, its highest level since February, as President Trump's sweeping tariffs push up costs across furniture, clothing, and large appliances. Core inflation climbed to 2.9% annually, creating massive uncertainty for retailers planning holiday inventory and pricing strategies. With nobody knowing what tariffs will be in place during peak season, retailers face unprecedented challenges.
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β© Topics Covered:
π 00:00 β Headline Introduction
π 01:45 β Breaking Down the 2.7% Inflation Numbers
π 04:30 β David Brown: Playing Chicken with the World
π 07:15 β Holiday Season Impact Predictions
π 10:20 β Chad Lusk on Cost Reduction Strategies
π 13:35 β Pricing Precision vs Blanket Moves
π 16:50 β Inventory Planning Under Uncertainty
π 19:25 β Small Business vs Mass Retailer Challenges
For the full episode head here: https://youtu.be/sgweq_AtMms
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