Podcasts about Sticker shock

Grab your Tickets to the IPO Tour: Our In-Person OfferingSan Francisco 9/23: https://www.ticketmaster.com/event/1C0064AFB5F688BDBoston 10/14 (21+): https://tickets.citywinery.com/event/tboy-the-ipo-tour-in-person-offering-8cdhupSeattle 11/4 (21+): https://www.axs.com/events/1446394/the-best-one-yet-ticketsCoors Banquet beer sales surged 31%... cause CowboyCore beats Gen Z Sobriety.Everyone's getting AI Sticker Shock… Tokenmaxxing is officially over.We were right: David Protein is launching ice cream *today*... so Founder Peter Rahal joined the show to reveal if he paid Bella Hadid to eat it.Plus, the one business word that wins the Scripps National Spelling Bee is… Bro******tine.$TAP $DELL $SWOLNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.

Your 60-second money minute. Today's topic: Consumer Sticker Shock Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Global soccer fans are bracing for high U.S. transportation costs during next month's World Cup. Correspondent Gethin Coolbaugh reports.

Send us Fan MailIn this episode of Spectator Mode, we discuss a packed week of gaming and tech news, including Valve finally giving the new Steam Controller a release date, while still leaving everyone wondering what is going on with the long-rumored Steam Machine.We also talk about Xbox Game Pass changes, Xbox reportedly looking at adjustments to its exclusivity deals, recent PlayStation DRM concerns, and the price hikes surrounding the Lenovo Legion Go 2 and Legion Go S. Plus, The Outerhaven made an appearance in the MOUSE: P.I. For Hire accolades trailer, which was a pretty cool moment for the site.Topics Discussed:-The Outerhaven appears in the MOUSE: P.I. For Hire accolades trailer-Valve reveals the Steam Controller release date-Still no real update on the Steam Machine-Xbox Game Pass changes-Xbox exclusivity deal discussions-Recent PlayStation DRM concerns-Lenovo Legion Go 2 and Legion Go S price hikesFor more gaming news, reviews, interviews, and tech coverage, visit The Outerhaven: https://www.theouterhaven.net#SteamController #XboxGamePass #PlayStation #LenovoLegionGo #GamingPodcast #SpectatorMode #TheOuterhavenSupport the showYou can find the Spectator Mode podcast on the following podcast platforms. Please consider leaving a review on Apple Podcast, as it will go a long watch in more people discovering us. Thank you!Apple PodcastsYouTubeSpotifyAmazon Music

Matt and Doug discuss signs of consumer strain in the U.S.—record-low sentiment, rising delinquencies, and high prices—alongside a stock market at all-time highs, comparing the disconnect to historical episodes like Germany's 1923 hyperinflation. They argue official inflation measures are unreliable, deficits and money printing persist, foreign holders are cutting U.S. Treasuries, and gold benefits while mining stocks remain cheap; Doug remains long gold, oil, and commodities and warns the AI/data-center boom may be a debt-fueled bubble. The conversation turns to widening inequality, debt-based consumption tools, weaker job prospects even for top graduates, and fears of social unrest and potential civil conflict. They criticize what they describe as escalating corruption under Trump, including a DOJ settlement structure and extensive trading disclosures suggesting insider activity, then discuss elections, AIPAC/Israel influence, speech taboos, and rising generational and ethnic tensions. 00:00 Everybody Wants Love 00:08 Economy vs Market Highs 01:34 Sticker Shock in America 04:28 Inflation Numbers Doubt 05:57 Treasuries to Gold Rush 07:12 Mining Stocks and ESG 08:36 AI Data Center Bubble 10:32 Haves and Have Nots 12:08 Buy Now Pay Later Living 13:23 Decades of Debt Warnings 17:10 Trump Corruption Claims 17:50 DOJ Settlement Slush Fund 24:25 Insider Trading Allegations 25:50 Epstein and Ukraine Talk 28:59 Elections and Voter Trust 32:17 Israel Influence and AIPAC 36:38 Hate Speech and Taboo Topics 40:32 Tribalism and Protected Classes 44:22 Civil War and Generational Rift 47:22 Wrap Up and Next Guest

Steak and Rusty discuss the rising costs of World Cup tickets and the logistical challenges facing host cities like Atlanta. They also analyze the Atlanta Braves' elite performance and Spencer Strider's latest start before covering Matthew Stafford's contract extension and NBA playoff results. 01:00 - Travel and World Cup 06:17 - Super Bowl Venue News 09:28 - Braves Baseball Analysis 12:44 - NFL and NBA Recap

AP correspondent Julie Walker reports President Trump returns from his Chinese state visit to face escalating inflation in the US.

Looking for a new car? Get ready to pay up. We're seeing record high prices for new vehicles around the country, including here in New England. It's rare to find one that comes in under $30,000, with more luxury vehicles, SUV's, and pickup trucks on the lots than affordable sedans. Why the change, especially when so many Americans are struggling to get by? Nichole spoke with John Marthinsen, Professor of Economics and International Business at Babson College in Wellesley, to get insight and answers.See omnystudio.com/listener for privacy information.

Yup- Blind Hog and Acorn took the stock trailer to Menard's to get treated lumber for the fencing project, the greenhouse and a french drain.  Holy moley!  Good thing prices were checked online first, or there would have been even more grumbling!Nasturtium baskets are up, orioles and grosbeaks at the feeders, four pair of martins in the gourds.All four of the goslings have gone to their new homes- Acorn was saved from raising a pair of males thanks to a last minute reply from a person on the waiting list.  Yay!

Florida is one of the most expensive Southern states in which to live. But why? We're looking into a recent report on affordability in Florida. Plus, the special session, kids and civics, and BTS.Website: https://www.wusf.orgSign up for our daily newsletter: https://www.wusf.org/wakeupcall-newsletterFollow us on social media:Facebook: https://www.facebook.com/WUSFInstagram: https://www.instagram.com/wusfpublicmedia/YouTube: https://www.youtube.com/channel/UCsN1ZItTKcJ4AGsBIni35gg

How much should routine blood work cost? Producer Matt was caught off-guard by how much he might have had to spend recently.

On this episode: The price of many products and services is up. How are you dealing with it in retirement? What are the hidden costs of retirement that may give you “Sticker Shock?” Like this episode? Hit that Follow button and never miss an episode!

On this episode: The fallacy of “When you do better, we do better.” Hidden costs that may surprise you in retirement. Many happy retirees have established this bucket of money. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

What do I do when a client keeps changing their mind? What do I do when we're halfway through a project and they want to add five more things? What do I do when I present a price to a prospect and they get sticker shock and start trying negotiating with me or taking things out?These were the kinds of questions I heard in the Q & A sessions during a recent 3-day workshop. And while I can and did give advice on what to do in those specific situations, wouldn't it be better to prevent them from happening in the first place?Anything I could tell you to do to fix those problems as they come up is just a Band-Aid. You have to go back to the source if you don't want to keep running into them over and over again with future clients. And the source of the problem isn't your clients. It's your process. Tune into this episode to hear:Why so-called “difficult clients” are usually created before the project even startsThe real reason scope creep and endless back-and-forth keep happeningHow to eliminate sticker shock (without awkward sales conversations)What to put in place before you start a project to avoid burnout laterHow a simple shift in your process can completely change your client experienceMentioned:Grab the first chapter of my new book Scale Solo: scalesolobook.comProgram: No BS Mastery: https://nobsmastery.com/programNo BS Clients Lab: https://nobsclientslab.com/Resources:Grab a copy of my book: Badass Your Brand - https://www.badassyourbrand.com/Program: No BS Agency Mastery: https://join.nobsmastery.com/agency-masteryThe Price to Freedom Calculator™ - http://nobsmastery.com/price

L.A. city councilmembers say they were blindsided by Olympics ticket surcharges. Does that billboard look extra nice? Fine art comes to L.A. in some unexpected places. You can submit your own names for Big Bear's baby eagles. Plus, more from Evening Edition. Support The L.A. Report by donating at LAist.com/join and by visiting https://laist.comSupport the show: https://laist.com

It’s Tax Day — and if you just filed and got hit with sticker shock... Greg and Holly walk through what you can do if you can't pay your tax bill. Plus, what to do if you need more time to file altogether. Susan Spiers, CPA and CEO of Utah Association of Certified Public Accountants, joins with what to do.

Bruce & Gaydos discuss the cost of all goods and services that have risen steadily over the past year.

Today on America in the MorningMelania Denies Epstein Relationship First Lady Melania Trump delivered a six-minute stunning statement Thursday from the White House and resurrected the Jeffrey Epstein controversy, denying any links to him or his crimes, and calling on Congress to hold a public hearing and let the victims tell their stories.  Washington correspondent Sagar Meghani reports.   Ceasefire's Lebanon Problem The fragile ceasefire between the U-S and Iran enters a critical stage with planned talks this weekend to be held in Pakistan.  Correspondent Clayton Neville reports the situation between Israel and Lebanon is becoming intertwined with the US-Iran ceasefire.   Missing Woman's Husband Arrested Authorities in the Bahamas are considering criminal charges against American Brian Hooker.  Correspondent Rich Johnson has more on the Michigan man and the disappearance of his wife.   Updating The Draft The Selective Service System plans to automatically register eligible American men between ages 18 and 26 for a US military draft by December, nearly a half-century after compulsory registration for the draft for that age group became law.    Judges Reviewing Combs Sentence New York judges are taking a second look at the prison term of disgraced music mogul Sean Diddy Combs.  Ed Donahue reports.   Latest On Iran War Questions are surfacing regarding the US-Iran ceasefire and how it impacts Lebanon.  A surprise move by Israeli leader Benjamin Netanyahu has Israel asking for direct negotiations with Beirut for both peace and de-arming Hezbollah, a move rebuffed by both of those parties.  Vice President JD Vance says Lebanon was never discussed in any US-Iran ceasefire, but the Prime Minister of Canada says the ceasefire should include Lebanon, but the terror group must also stop its attacks against Israel.  Washington correspondent Sagar Meghani reports.   Betting On War An interesting aspect of what has come out of the situation in the Middle East is what has been happening on betting sites.  Some new accounts on the prediction market Polymarket made highly specific and well-timed bets on the U.S. and Iran ceasefire, as well as events tied to surprise actions by the U.S. military.  Correspondent Ken Sweet reports.   California Fire Arrest The employee who's believed to have started a massive warehouse in California has been charged with felony crimes.  Joan Jones reports.   Gas Prices Go Higher Gas prices continue to climb in all 50 states.  Inflation A Problem Making matters worse for the average person is that inflation is sapping the purchasing power of Americans.  Correspondent Donna Warder reports. Finally   All systems are a go for the crew of Artemis II spacecraft, which will return to Earth today following their historic 9-day mission that took them around the moon and are now speeding towards a Pacific Ocean splashdown.  Correspondent Jennifer King reports. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Sure there are a few 28 dollar tickets for the olympics, but chances are you wont find them and you'll have to pay hundreds to thousands to see the olympicsSee omnystudio.com/listener for privacy information.

LA realtor Matt Tilley reacted to the prices he's seeing for the upcoming Summer Olympics in Los Angeles in 2028 and spoke with Audacy station KNX.

Good Morning, I'm Nelson John, and on today's episode of Top of the Morning, we break down five stories shaping the business world right now. Oil is above $110 a barrel and the ripple effects are everywhere, from inflation concerns to airline ticket prices surging across India. India's consulting and IT sector is grappling with AI-driven layoffs as firms like KPMG, McKinsey, and Accenture cut thousands. The government has dropped a major overhaul of TV ratings, replacing 12-year-old rules with tighter controls, bigger sample sizes, and real penalties. And Oracle just executed what could be the largest layoff in its history, cutting up to 30,000 jobs globally, with 12,000 in India, all while posting record profits. Five stories. One theme: the great restructuring is here. Tune in now. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's always been important to monitor your credit reports, and now - more so. The number of inaccuracy complaints is up dramatically, and such mistakes can impede your ability to buy a home, get a car, or even land a job. Clark shares the latest research on how the bureaus are responding (or not) and offers direction for dealing with credit report errors. Also - Pressures in the chip industry have led to shortages and higher costs for smart phones. Should you upgrade now or wait?     Credit Bureau Errors: Segment 1 Ask Clark: Segment 2 The Price Of New Cell Phones: Segment 3 Ask Clark: Segment 4 Mentioned on the show: Experian and TransUnion Are Leaving More Mistakes on Credit Reports — ProPublica Why You Need To Check Your Credit Report Today - Clark Howard What Is a Good Credit Score? - Clark Howard Clark Deals: Cell Phones & Smartphones Archives 5 Tax Scams You Need To Watch Out for in 2026 - Clark Howard What's the Best Savings Account for a Teenager? - Clark Howard What Brokerage Do You Recommend for First-Time Investors or Kids? Clark.com resources: Episode transcripts Community.Clark.com  /  Ask Clark Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices. Visit megaphone.fm/adchoices

Ahead of the busy spring travel period, it's quickly become more expensive and inconvenient to fly. With war dragging on in the Middle East, rising fuel prices are increasing costs for airlines and forcing some to steer clear of the region. Meanwhile, a partial government shutdown in the U.S. is causing long lines at busy air-travel hubs as TSA employees quit or call in sick. Host Luke Vargas speaks to aviation reporter Benjamin Katz and airlines reporter Alison Sider to consider whether there's an end to the disruption in sight. And check out WSJ's Take On the Week for an in-depth conversation on oil and the broader energy markets from an investor's perspective. Further Reading: Airfares Have Doubled on Some Flights. The Sticker Shock for Spring Travel Is Upon Us. European Airlines Extend Middle East Flight Suspensions Airlines Offer Glimpse Into Operations as Middle East Conflict Weighs on Fuel Prices Airline Executives Urge Congress to End Partial Government Shutdown Learn more about your ad choices. Visit megaphone.fm/adchoices

Ryan, Dana, Chris Trenkmann, and Rory O'Neill discuss the continued rise in gas prices as Florida approaches $4 per gallon.

Ryan, Dana, Chris Trenkmann, and Rory O'Neill discuss the continued rise in gas prices as Florida approaches $4 per gallon. See omnystudio.com/listener for privacy information.

From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored and reported by CNBC's Jessica Ettinger. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

If you have sticker shock at the grocery store, you’re not alone. In Seattle, the cost of groceries is about 30% higher today than before the pandemic. Those high prices are straining family budgets and causing many people to change how they shop. Today, creative hacks for putting food on the table now that your dollar doesn’t go as far as it used to. GUESTS:Rebecca Chobat, Dollar Tree DinnersJames McCafferty, Director of Western Washington University's Center for Economic and Business ResearchThank you to the supporters of KUOW, you help make this show possible! If you want to help out, go to kuow.org/donate/boomingnotes.Booming is a production of KUOW in Seattle, a proud member of the NPR Network. Our editor is Carol Smith. Our producers are Lucy Soucek and Alec Cowan. Our hosts are Joshua McNichols and Monica Nickelsburg.Support the show: https://kuow.org/donateSee omnystudio.com/listener for privacy information.

Swanny reacts to the eye-popping $514 get-in price for Clemson at Duke and revisits his conversation with Tim Bure about just how tough Cameron Indoor has been for the Tigers historically. Can Brad Brownell's group reset after the Virginia Tech loss and steal one in Durham? Plus, baseball opens at Doug Kingsmore with a weather-forced doubleheader, recruiting realities in the NIL era, and why Clemson's pitch on the trail may need to evolve.

In this episode, Marcos Lopez shifts gears from our recent debate on the technicalities of swapping shocks to the literal "shocks" currently rattling the automotive industry. We dive into a market defined by soaring prices and the disappearance of the entry-level vehicle, alongside a deep dive into the legal tug-of-war over the Scout brand's revival. From the friction of tariffs and supply chain snags to the surprising consumer pivot toward hybrid reliability, this discussion explores how global pressures are making the road ahead feel a lot bumpier than a set of worn-out dampers.#AutomotiveIndustry #CarMarket #ScoutLawsuitFollow & Support:Apple Podcasts: https://podcasts.apple.com/us/podcast/life-tech-and-sundry/id1527317641Spotify: https://open.spotify.com/show/0LufzYND0SqKOGyogIyutL?si=hmb3VXH2T-yZchJ8_-LF_QYouTube: Just search @LTSnco in any search bar or YouTube to find us.IG: https://bit.ly/IG-LTSLTS on X: https://bit.ly/LTSTweetsBuy Me Coffee: https://www.buymeacoffee.com/LTS2020

The price tag for a new Rays ballpark in Tampa tops $2.3 billion, so who will pay? Tampa Bay Business Journal Editor-At-Large Ashley Kritzer joins us with the latest on the stadium saga and other local business stories.

The price tag for a new Rays ballpark in Tampa tops $2.3 billion, so who will pay? Tampa Bay Business Journal Editor-At-Large Ashley Kritzer joins us with the latest on the stadium saga and other local business stories.See omnystudio.com/listener for privacy information.

Greg Brady spoke to Greg Layson, Automotive News Canada about why car prices have risen so sharply post-pandemic. Learn more about your ad choices. Visit megaphone.fm/adchoices

On the Wednesday, Dec. 10 edition of Georgia Today: The Georgia State Election Board rejects proposed new rules for paper ballots; a Democrat flips a Republican state House district in Georgia; small business owners face sticker shock on health insurance plans.

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In this episode of The Liquidity Event, AJ and Shane regroup after a failed recording attempt and dive straight into Thanksgiving chaos, rising ACA premiums, and the political fight over healthcare subsidies. Shane shares his 35% insurance shock while AJ breaks down what subsidy cuts mean for millions of Americans. They also explore the push to privatize federal student loans, Google's plan to run AI models in space, and why real estate inheritances are a wealth-management minefield. The episode wraps with estate-planning talk, holiday-table conversations no one wants to have, and a reminder that the U.S. tax and policy machine rarely chooses the simplest path. Key Timestamps: (00:00) Recording chaos, travel mishaps, and Thanksgiving greetings (02:01) Epstein's accountant and the episode's finance lineup (03:05) Holiday plans: Mexico City, Palm Springs, and stove-top traditions (04:27) Notion, favorites tracking, and the Clueless digital closet dream (08:51) What AJ and Shane are grateful for this year (14:22) ACA subsidy expiration and national healthcare fallout (14:59) Shane's 35% health-insurance surge and enrollment nightmare (19:41) Student loan privatization and servicer failures (26:15) Google's Project SunCatcher and AI computing in space (29:48) $5M inheritance question and real-estate-heavy estate planning

Clark shares a warning about booking any future travel, whether it's a cruise, rental house, tour or flight - and has two specific guidelines to help protect your money. Also - Vehicles have become increasingly expensive. The average cost for a new automobile has reached an all time high. Know the Clark smart strategies for car buyers. Travel Booking: Segment 1 Ask Clark: Segment 2 Clark Smart Car Buying: Segment 3 Ask Clark: Segment 4 Mentioned on the show: Why You Should Never Pay for Travel with a Debit Card Travel Insurance Checklist: 5 Types of Coverage To Consider InsureMyTrip Review: Why We Like It and How to Use It Elliott Report: Home Report: The Average Price of a New Vehicle Cars Archives - Clark Howard  /  How To Buy a Used Car How To Find a Trustworthy Mechanic Clark.com resources: Episode transcripts Community.Clark.com  /  Ask Clark Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

There's a political power play across the country to redistrict for control of Congress. Purplish explores if it could actually happen here, and whether it should. Then, what do car prices say about a possible "silent recession" in Colorado? Plus, a freshman at Lafayette's Centaurus High School lands in the top ten of the National Civics Bee finals. 

Sticker Shock At The Grocery Store (11/17/25) by 96.5 WKLH

The Moneywise Radio Show and Podcast Tuesday, November 4th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management

The news to know for Thursday, October 30, 2025! We'll explain President Trump's announcement about nuclear weapons testing, made just before his highly anticipated meeting with the Chinese president. Also, sticker shock as Obamacare window shopping begins. And what to know about the latest interest rate cut. Plus: an unprecedented milestone for an American tech company, which major AI platform is now banning teens, and the "word of the year" that you probably won't understand if you're over the age of 15. Those stories and even more news to know in about 10 minutes! Join us every Mon-Fri for more daily news roundups! See sources: https://www.theNewsWorthy.com/shownotes Become an INSIDER to get AD-FREE episodes here: https://www.theNewsWorthy.com/insider Get The NewsWorthy MERCH here: https://thenewsworthy.dashery.com/ Sponsors: Save 25% on your first month of subscription by going to dosedaily.co/NEWSWORTHY or entering NEWSWORTHY at checkout. Get 15% off OneSkin with the code NEWSWORTHY at oneskin.co/HAIR #oneskinpod To advertise on our podcast, please reach out to ad-sales@libsyn.com

Sam interviews Tim Cool of Smart Church Solutions to dig into a hidden but pressing crisis facing many North American churches: deferred maintenance. Too often, churches delay costly but necessary facility repairs until the problems become overwhelming. This pattern of neglect can saddle pastors with impossible burdens and even push congregations toward closure. Yet, church buildings remain vital assets for kingdom work, providing gathering spaces, anchoring communities, and making ministry possible. We'll explore both the challenges of sticker shock and practical strategies for churches to get ahead of the curve—budgeting wisely, prioritizing projects, and cultivating generosity that keeps facilities vibrant for generations. The post Many Churches Face Future Sticker Shock with Deferred Maintenance appeared first on Church Answers.

Today: our health and environment reporters talk about shockingly high costs for people buying health insurance on Colorado's exchange, and whether climate change is disrupting the schedules of the buds and the bees on Pikes Peak.See omnystudio.com/listener for privacy information.

TALK TO ME, TEXT ITA quiet weekend winds into a not-so-quiet question: what happens when your neighbor's choices flood your home? We unpack a striking D.C. case where a 76-year-old resident won a court order stopping secondhand cannabis smoke from seeping into her space. She wasn't chasing a payout; she wanted breathable air. The ruling affirms a growing legal view that your right to enjoy your home can trump your neighbor's right to light up, and it offers a blueprint for anyone dealing with odor, smoke, or other nuisances in apartments and townhomes.Then we pivot to the sticker shock sitting on your plate. From $17 egg sandwiches to $23 for seven tacos, we break down the why behind restaurant prices without drowning you in jargon. Think simple margin math, rising labor and input costs, and a tightrope operators walk to keep the doors open. You'll come away with a clearer sense of how menus are priced, why some items feel steep, and how to spot value without being overwhelmed by percentages.Finally, we taxi to the gate with Southwest's big change: assigned seats and a Wilma-style boarding flow that brings windows first, then middles, then aisles, layered with elite and priority groups. We look at what this means for overhead bin space, mid-cabin seats, and your pre-boarding strategy. If bin anxiety is real for you, we've got practical tips to keep your sanity intact and your essentials within reach.Hit play, trade your own shared-space stories, and tell us where your carry-on lives: overhead bin or under the seat? If this breakdown helped, follow the show, share it with a friend, and leave a quick review so more listeners can find us.Buzzsprout - Let's get your podcast launched!Start for FREE Thanks for listening! Liberty Line each week on Sunday, look for topics on my X file @americanistblog and submit your 1-3 audio opinions to anamericanistblog@gmail.com and you'll be featured on the podcast. Buzzsprout - Let's get your podcast launched!Start for FREESupport the showTip Jar for coffee $ - Thanks Music by Alehandro Vodnik from Pixabay Blog - AnAmericanist.comX - @americanistblog

Plus: The Trump administration says immigrants seeking to live and work in the U.S. will now have their social media scrutinized for so-called “anti-American ideologies.” And, Elon Musk backpedals on plans to launch his political party. Caitlin McCabe hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Original Release Date: July 11, 2025As U.S. retailers manage the impacts of increased tariffs, they have taken a number of approaches to avoid raising prices for customers. Our Head of Corporate Strategy Andrew Sheets and our Head of U.S. Consumer Retail and Credit Research Jenna Giannelli discuss whether they can continue to do so.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley.Jenna Giannelli: And I'm Jenna Giannelli, Head of U.S. Consumer and Retail Credit Research.Andrew Sheets: And today on the podcast, we're going to dig into one of the biggest conundrums in the market today. Where and when are tariffs going to show up in prices and margins?It's Friday, July 11th at 10am in New York.Jenna, it's great to catch up with you today because I think you can really bring some unique perspective into one of the biggest puzzles that we're facing in the market today. Even with all of these various pauses and delays, the U.S. has imposed historically large tariffs on imports. And we're seeing a rapid acceleration in the amount of money collected from those tariffs by U.S. customs. These are real hard dollars that importers – or somebody else – are paying. Yet we haven't seen these tariffs show up to a significant degree in official data on prices – with recent inflation data relatively modest. And overall stock and credit markets remain pretty strong and pretty resilient, suggesting less effect.So, are these tariffs just less impactful than expected, or is there something else going on here with timing and severity? And given your coverage of the consumer and retail sectors, which is really at the center of this tariff debate – what do you think is going on?Jenna Giannelli: So yes, this is a key question and one that is dominating a lot of our client conversations. At a high level, I'd point to a few things. First, there's a timing issue here. So, when tariffs were first announced, retailers were already sitting on three to four months worth of inventory, just due to natural industry lead times. And they were able to draw down on this product.This is mostly what they sold in 1Q and likely into 2Q, which is why you haven't seen much margin or pricing impact thus far. Companies – we also saw them start to stock up heavily on inventory before the tariffs and at the lower pause rate tariffs, which is the product you referenced that we're seeing coming in now. This is really going to help mitigate margin pressure in the second quarter that you still have this lower cost inventory flowing through.On top of this timing consideration, retailers – we've just seen utilizing a range of mitigation measures, right? So, whether it's canceled or pause shipments from China, a shifting production mix or sourcing exposure in the short run, particularly before the pause rate on China. And then really leaning into just whether it's product mix shifts, cost savings elsewhere in the PNL, and vendor negotiations, right? They're really leaning into everything in their toolbox that they can.Pricing too has been talked about as something that is an option, but the option of last resort. We have heard it will be utilized, but very tactically and very surgically, as we think about the back half of the year. When you put this all together, how much impact is it having? On average from retailers that we heard from in the first quarter, they thought they would be able to mitigate about half of the expected tariff headwind, which is actually a bit better than we were expecting.Finally, I'll just comment on your comment regarding market performance. While you're right in that the overall equity and credit markets have held up well, year-to-date, retail equities and credit have fared worse than their respective indices. What's interesting, actually, is that credit though has significantly outperformed retail equities, which is a relationship we think should converge or correct as we move throughout the balance of the year.Andrew Sheets: So, Jenna, retailers saw this coming. They've been pulling various levers to mitigate the impact. You mentioned kind of the last lever that they want to pull is prices, raising prices, which is the macro thing that we care about. The thing that would actually show up in inflation.How close are we though to kind of running out of other options for these guys? That is, the only thing left is they can start raising prices?Jenna Giannelli: So closer is what I would say. We're likely not going to see a huge impact in 2Q, more likely as we head into 3Q and more heavily into the all-important fourth quarter holiday season. This is really when those higher cost goods are going to be flowing through the PNL and retailers need to offset this as they've utilized a lot of their other mitigation strategies. They've moved what they could move. They've negotiated where they could, they've cut where they could cut. And again, as this last step, it will be to try and raise price.So, who's going to have the most and least success? In our universe, we think it's going to be more difficult to pass along price in some of the more historically deflationary categories like apparel and footwear. Outside of what is a really strong brand presence, which in our universe, historically hasn't been the case.Also, in some of the higher ticket or more durable goods categories like home goods, sporting goods, furniture, we think it'll be challenging as well here to pass along higher costs. Where it's going to be less of an issue is in our Staples universe, where what we'd put is less discretionary categories like Beauty, Personal Care, which is part of the reason why we've been cautious on retail, and neutral and consumer products when we think about sector allocation.Andrew Sheets: And when do you think this will show up? Is it a third quarter story? A fourth quarter story?Jenna Giannelli: I think this is going to really start to show up in the third quarter, and more heavily into the fourth quarter, the all-important holiday season.Andrew Sheets: Yeah, and I think that's what's really interesting about the impact of this backup to the macro. Again, returning to the big picture is I think one of the most important calls that Morgan Stanley economists have is that inflation, which has been coming down somewhat so far this year is going to pick back up in August and September and October. And because it's going to pick back up, the Federal Reserve is not going to cut interest rates anymore this year because of that inflation dynamic.So, this is a big debate in the market. Many investors disagree. But I think what you're talking about in terms of there are some very understandable reasons, maybe why prices haven't changed so far. But that those price hikes could be coming have real macroeconomic implications.So, you know, maybe though, something to just close on – is to bring this to the latest headlines. You know, we're now back it seems, in a market where every day we log onto our screens, and we see a new headline of some new tariff being announced or suggested towards countries. Where do you think those announcements, so far are relative to what retailers are expecting – kind of what you think is in guidance?Jenna Giannelli: Sure. So, look what we've seen of late; the recent tariff headlines are certainly higher or worse, I think, than what investors in management teams were expecting. For Vietnam, less so; I'd say it was more in line. But for most elsewhere, in Asia, particularly Southeast Asia, the rates that are set to go in effect on August 1st, as we now understand them, are higher or worse than management teams were expecting.Recall that while guidance did show up in many flavors in the first quarter, so whether withdrawn guidance or lowered guidance. For those that did factor in tariffs to their guide, most were factoring in either pause rate tariffs or tariff rates that were at least lower than what was proposed on Liberation Day, right?So, what's the punchline here? I think despite some of the revisions we've already seen, there are more to come. To put some numbers around this, if we look at our group of retail consumer cohort, credits, consensus expectations for calling for EBITDA in our universe to be down around 5 percent year-over-year. If we apply tariff rates as we know them today for a half-year headwind starting August 1st, this number should be down around 15 percent year-over-year on a gross basis…Andrew Sheets: So, three times as much.Jenna Giannelli: Pretty significant. Exactly. And so, while there might be mitigation efforts, there might be some pricing passed along, this is still a pretty significant delta between where consensus is right now and what we know tariff rates to be today – could imply for earnings in the second half.Andrew Sheets: Jenna, thanks for taking the time to talk.Jenna Giannelli: My pleasure. Thank you.Andrew Sheets: And thank you as always for your time. If you find Thoughts to the Market useful, let us know by leaving a review wherever you listen. And also tell a friend or colleague about us today.

The Alan Cox Show

The Alan Cox ShowSee omnystudio.com/listener for privacy information.

As U.S. retailers manage the impacts of increased tariffs, they have taken a number of approaches to avoid raising prices for customers. Our Head of Corporate Strategy Andrew Sheets and our Head of U.S. Consumer Retail and Credit Research Jenna Giannelli discuss whether they can continue to do so.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley.Jenna Giannelli: And I'm Jenna Giannelli, Head of U.S. Consumer and Retail Credit Research.Andrew Sheets: And today on the podcast, we're going to dig into one of the biggest conundrums in the market today. Where and when are tariffs going to show up in prices and margins? It's Friday, July 11th at 10am in New York. Jenna, it's great to catch up with you today because I think you can really bring some unique perspective into one of the biggest puzzles that we're facing in the market today. Even with all of these various pauses and delays, the U.S. has imposed historically large tariffs on imports. And we're seeing a rapid acceleration in the amount of money collected from those tariffs by U.S. customs. These are real hard dollars that importers – or somebody else – are paying. Yet we haven't seen these tariffs show up to a significant degree in official data on prices – with recent inflation data relatively modest. And overall stock and credit markets remain pretty strong and pretty resilient, suggesting less effect.So, are these tariffs just less impactful than expected, or is there something else going on here with timing and severity? And given your coverage of the consumer and retail sectors, which is really at the center of this tariff debate – what do you think is going on?Jenna Giannelli: So yes, this is a key question and one that is dominating a lot of our client conversations. At a high level, I'd point to a few things. First, there's a timing issue here. So, when tariffs were first announced, retailers were already sitting on three to four months worth of inventory, just due to natural industry lead times. And they were able to draw down on this product.This is mostly what they sold in 1Q and likely into 2Q, which is why you haven't seen much margin or pricing impact thus far. Companies – we also saw them start to stock up heavily on inventory before the tariffs and at the lower pause rate tariffs, which is the product you referenced that we're seeing coming in now. This is really going to help mitigate margin pressure in the second quarter that you still have this lower cost inventory flowing through. On top of this timing consideration, retailers – we've just seen utilizing a range of mitigation measures, right? So, whether it's canceled or pause shipments from China, a shifting production mix or sourcing exposure in the short run, particularly before the pause rate on China. And then really leaning into just whether it's product mix shifts, cost savings elsewhere in the PNL, and vendor negotiations, right? They're really leaning into everything in their toolbox that they can. Pricing too has been talked about as something that is an option, but the option of last resort. We have heard it will be utilized, but very tactically and very surgically, as we think about the back half of the year. When you put this all together, how much impact is it having? On average from retailers that we heard from in the first quarter, they thought they would be able to mitigate about half of the expected tariff headwind, which is actually a bit better than we were expecting. Finally, I'll just comment on your comment regarding market performance. While you're right in that the overall equity and credit markets have held up well, year-to-date, retail equities and credit have fared worse than their respective indices. What's interesting, actually, is that credit though has significantly outperformed retail equities, which is a relationship we think should converge or correct as we move throughout the balance of the year.Andrew Sheets: So, Jenna, retailers saw this coming. They've been pulling various levers to mitigate the impact. You mentioned kind of the last lever that they want to pull is prices, raising prices, which is the macro thing that we care about. The thing that would actually show up in inflation. How close are we though to kind of running out of other options for these guys? That is, the only thing left is they can start raising prices?Jenna Giannelli: So closer is what I would say. We're likely not going to see a huge impact in 2Q, more likely as we head into 3Q and more heavily into the all-important fourth quarter holiday season. This is really when those higher cost goods are going to be flowing through the PNL and retailers need to offset this as they've utilized a lot of their other mitigation strategies. They've moved what they could move. They've negotiated where they could, they've cut where they could cut. And again, as this last step, it will be to try and raise price.So, who's going to have the most and least success? In our universe, we think it's going to be more difficult to pass along price in some of the more historically deflationary categories like apparel and footwear. Outside of what is a really strong brand presence, which in our universe, historically hasn't been the case.Also, in some of the higher ticket or more durable goods categories like home goods, sporting goods, furniture, we think it'll be challenging as well here to pass along higher costs. Where it's going to be less of an issue is in our Staples universe, where what we'd put is less discretionary categories like Beauty, Personal Care, which is part of the reason why we've been cautious on retail, and neutral and consumer products when we think about sector allocation.Andrew Sheets: And when do you think this will show up? Is it a third quarter story? A fourth quarter story?Jenna Giannelli: I think this is going to really start to show up in the third quarter, and more heavily into the fourth quarter, the all-important holiday season.Andrew Sheets: Yeah, and I think that's what's really interesting about the impact of this backup to the macro. Again, returning to the big picture is I think one of the most important calls that Morgan Stanley economists have is that inflation, which has been coming down somewhat so far this year is going to pick back up in August and September and October. And because it's going to pick back up, the Federal Reserve is not going to cut interest rates anymore this year because of that inflation dynamic. So, this is a big debate in the market. Many investors disagree. But I think what you're talking about in terms of there are some very understandable reasons, maybe why prices haven't changed so far. But that those price hikes could be coming have real macroeconomic implications.So, you know, maybe though, something to just close on – is to bring this to the latest headlines. You know, we're now back it seems, in a market where every day we log onto our screens, and we see a new headline of some new tariff being announced or suggested towards countries. Where do you think those announcements, so far are relative to what retailers are expecting – kind of what you think is in guidance?Jenna Giannelli: Sure. So, look what we've seen of late; the recent tariff headlines are certainly higher or worse, I think, than what investors in management teams were expecting. For Vietnam, less so; I'd say it was more in line. But for most elsewhere, in Asia, particularly Southeast Asia, the rates that are set to go in effect on August 1st, as we now understand them, are higher or worse than management teams were expecting. Recall that while guidance did show up in many flavors in the first quarter, so whether withdrawn guidance or lowered guidance. For those that did factor in tariffs to their guide, most were factoring in either pause rate tariffs or tariff rates that were at least lower than what was proposed on Liberation Day, right? So, what's the punchline here? I think despite some of the revisions we've already seen, there are more to come. To put some numbers around this, if we look at our group of retail consumer cohort, credits, consensus expectations for calling for EBITDA in our universe to be down around 5 percent year-over-year. If we apply tariff rates as we know them today for a half-year headwind starting August 1st, this number should be down around 15 percent year-over-year on a gross basis…Andrew Sheets: So, three times as much.Jenna Giannelli: Pretty significant. Exactly. And so, while there might be mitigation efforts, there might be some pricing passed along, this is still a pretty significant delta between where consensus is right now and what we know tariff rates to be today – could imply for earnings in the second half.Andrew Sheets: Jenna, thanks for taking the time to talk.Jenna Giannelli: My pleasure. Thank you.Andrew Sheets: And thank you as always for your time. If you find Thoughts to the Market useful, let us know by leaving a review wherever you listen. 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