Suzanne Kapner
speaker
353 appearances
8 recordings
1 series
first heard Apr 2020
last heard Feb 2024
Suzanne Kapner’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsNo recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.
Appearances
In the first quarter, we had a lot of companies reporting margins that were growing for the first time in about six quarters, which suggests that the price increases are greater than their cost increases.
Well, I think it's, you know, what the market will bear and it's sort of the way capitalism works, right?
As long as consumers are willing to pay the price, companies are going to charge that price and they're going to keep raising prices until they kind of see some pushback from consumers.
Well, I think we saw with Disney announcing plans to close one of its experiential resorts at Disney World that it was very expensive and consumers were sort of not willing to pay that much.
So you are starting to see some signs where consumers are balking and companies have to kind of walk back a little bit.
Well, it's a sign to investors and the stock market that your brand is strong.
So like Tapestry, which owns Coach and Kate Spade, they talk about brand heat.
And they actually started their price increases before the pandemic.
It had nothing at the time to do with inflation.
They were trying to elevate their brand by reducing supply, reducing discounts, improving quality, and all those things allowed them to raise prices.
And it's a sign that your brand is hot.
And that is something that companies want to signal to investors.
Well, I think the key in all of this is the job market.
And if we really start to see unemployment tick up, that's going to really impede on consumers' ability to spend.
A lot of shoppers, especially when their budgets are a bit stretched, they're waiting until the last minute to shop and that's making some retailers nervous and nervous enough to start offering deep discounts.
Thanks for having me.
Two words, excess inventory.
Retailers, especially apparel retailers, are sitting on way too much stuff.
That's the result of those bottlenecks in the supply chain finally loosening up just as consumers started to pull back on their shopping.
And that left big chains like Target and Gap with simply just too much stuff that they need to discount to clear out.
Showing 101–120 of 353 · page 6 of 18
← Previous
Next →