Inside Finance | Mar 2026
March 5, 2026
A fragile revenue recovery is facing pressure from tariffs, higher operating costs, and the cost of ongoing transformation programs.
MARKETS
Solid consumer spending and a resilient labor will continue to prop up the economy in the coming year, economists at Goldman Sachs said in a year-ahead forecast.
However many people from industry are less confident.
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Markets
A fragile revenue recovery is facing pressure from tariffs, higher operating costs, and the cost of ongoing transformation programs.
In uncertain markets, heritage brands are rediscovering that reputation, craft, and continuity can outperform reinvention.
Asia and South America are driving retail expansion, but success will depend on precise positioning in the value-driven mid-market.
Winning retailers are abandoning expansion for expansion’s sake, focusing instead on tightly defined assortments built around clear customer value.
Earnings reports are showing a clear line between brands that stayed close to their core customer – and those now paying to recover that connection.
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