Show notes
Lower income consumers are already struggling, and the end of the de minimis exemption will make things even harder for them. (- 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.(Companies discussed: DPZ, CMG, PDD, SAIA, ODFL, DHI, DFH.Host: Dylan LewisGuests: David MeierProducer: Ricky MulveyEngineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices