Key Insights
Why are American consumers hesitating to make big purchases before the election?
Presidential elections often lead to big changes in tax policy, causing a wait-and-see approach.
Why did Whirlpool's sales slump before the election?
Consumers were deterred by the negativity from political ads, leading to a depressed outlook on the future.
Why did Keurig Dr. Pepper acquire Ghost energy drink?
Ghost's appeal to GenZennials and quadrupled net sales over three years made it a hot commodity.
Why is gold experiencing a surge in popularity?
Geopolitical instability and uncertainty have pushed countries towards the safety of gold as a reserve currency.
Why did Philip Morris International's stock reach a record high?
The popularity of its oral nicotine pouches, Zin, drove significant sales growth and market expansion.
Why did Polymarket face scrutiny during the election?
A single foreign player spent over $28 million betting on Trump, potentially skewing the platform's probabilities.
Why did Tesla's stock surge significantly?
Renewed optimism about its core business and solid Cybertruck sales numbers boosted investor confidence.
Why did Yum! Brands and Burger King remove onions from some of their restaurants?
A precautionary measure due to an E. coli outbreak linked to McDonald's onions.
Why was the merger between Tapestry and Capri blocked?
The FTC sued to block it, fearing it would make the handbag market less accessible.
Chapters
- Consumers tend to pull back on purchases in the weeks leading up to Election Day.
- Businesses are pausing orders and projects due to uncertainty.
- Housing sales data shows a dip in even years (election years) and a rebound in odd years.
Shownotes Transcript