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Retailers look past inflation fatigue and high inventories, while conditions worsen for seaborne shipping
Manage episode 384955908 series 3009601
Retailers in North America and Europe are looking forward to another bustling holiday shopping season—but consumers may not be as eager this year as stores have hoped amid fairly high inflation, even with a strong labor market. Will 2024 get any better for retailers and makers of apparel? Later we look at the global transport sector—where container shipping continues to struggle, even while other modes of transportation look for improved earnings in 2024.
Guests: Christina Boni, Senior Vice President; Mickey Chadha, Vice President-Senior Credit Officer; and Daniel Harlid, Vice President-Senior Credit Officer, all from the Corporate Finance Group of Moody’s Investors Service.
Host: Tania Hall, Senior Vice President – Senior Research Writer, Moody’s Investors Service.
To read more on this topic, visit Moodys.com. (Some content available only to registered users or subscribers.)
Related Research:
- Retail & Apparel – Global: Recovery delayed to 2024 as inflation fatigue hurts spending; outlook still stable
- Retail & Apparel – Global: Outlook is stable as profits set to recover from lower costs and inventory realignment
- Retail – US: Stronger than expected September retail sales pushes Q3 higher, but year to date spending remains muted
- Retail & Apparel – EMEA: Quarterly Update: Trading conditions remain difficult despite some retailers' positive results
- Transportation – Global: Outlook stable despite weakening business conditions for container shipping
- Shipping – Global: Tougher Panama Canal drought restrictions will have mixed credit effects for shipping
- Macroeconomics – US: US GDP revisions confirm economic resilience, but consumer spending momentum dipped in Q3
37 odcinków
Manage episode 384955908 series 3009601
Retailers in North America and Europe are looking forward to another bustling holiday shopping season—but consumers may not be as eager this year as stores have hoped amid fairly high inflation, even with a strong labor market. Will 2024 get any better for retailers and makers of apparel? Later we look at the global transport sector—where container shipping continues to struggle, even while other modes of transportation look for improved earnings in 2024.
Guests: Christina Boni, Senior Vice President; Mickey Chadha, Vice President-Senior Credit Officer; and Daniel Harlid, Vice President-Senior Credit Officer, all from the Corporate Finance Group of Moody’s Investors Service.
Host: Tania Hall, Senior Vice President – Senior Research Writer, Moody’s Investors Service.
To read more on this topic, visit Moodys.com. (Some content available only to registered users or subscribers.)
Related Research:
- Retail & Apparel – Global: Recovery delayed to 2024 as inflation fatigue hurts spending; outlook still stable
- Retail & Apparel – Global: Outlook is stable as profits set to recover from lower costs and inventory realignment
- Retail – US: Stronger than expected September retail sales pushes Q3 higher, but year to date spending remains muted
- Retail & Apparel – EMEA: Quarterly Update: Trading conditions remain difficult despite some retailers' positive results
- Transportation – Global: Outlook stable despite weakening business conditions for container shipping
- Shipping – Global: Tougher Panama Canal drought restrictions will have mixed credit effects for shipping
- Macroeconomics – US: US GDP revisions confirm economic resilience, but consumer spending momentum dipped in Q3
37 odcinków
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