The Compounding Consumer Crunch

04/28/25 • 29 min

2 Listeners

Lower income consumers are already struggling, and the end of the de minimis exemption will make things even harder for them.

(00:21) David Meier and Dylan Lewis discuss:

Domino’s earnings sending the same warning signals as Chipotle – lower income eaters aren’t ordering as often..

Temu and Shein pushing tariff increases to American consumers over the weekend.

Old Dominion Freight Lines and Saia signaling fewer goods are coming into the U.S.

(15:53) Motley Fool Analyst Anthony Schiavone and Ricky Mulvey take a look at homebuilders and the four major economic forces hitting those stocks. .

Companies discussed: DPZ, CMG, PDD, SAIA, ODFL, DHI, DFH.

Host: Dylan Lewis

Guests: David Meier

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Lower income consumers are already struggling, and the end of the de minimis exemption will make things even harder for them.

(00:21) David Meier and Dylan Lewis discuss:

Domino’s earnings sending the same warning signals as Chipotle – lower income eaters aren’t ordering as often..

Temu and Shein pushing tariff increases to American consumers over the weekend.

Old Dominion Freight Lines and Saia signaling fewer goods are coming into the U.S.

(15:53) Motley Fool Analyst Anthony Schiavone and Ricky Mulvey take a look at homebuilders and the four major economic forces hitting those stocks. .

Companies discussed: DPZ, CMG, PDD, SAIA, ODFL, DHI, DFH.

Host: Dylan Lewis

Guests: David Meier

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Previous Episode

The Rise of Prediction Markets

This past presidential election was the first where Americans could legally bet on the outcome. That event proved prediction markets to be a source of truth.

This episode offers two looks at prediction markets. In the first half of the show, Kalshi CEO Tarek Mansour joins Ricky Mulvey to discuss:

What he learned about Kalshi from this past election.

The difference between an events contract and gambling.

How prediction markets could disrupt sports betting.

Then, New York Magazine Features writer, Jen Wieczner, joins Mary Long to discuss her reporting on the billion-dollar betting platform Polymarket, and its legal challenges in the United States.

Read Wieczner’s piece on Polymarket here: https://nymag.com/intelligencer/article/is-polymarket-legal-politics-betting-shayne-coplan.html

Company discussed: HOOD

Hosts: Mary Long, Ricky Mulvey

Guests: Tarek Mansour, Jen Wieczner

Engineers: Rick Engdahl, Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices