Marketplace

Off-price retailers shine as consumer moods sour

November 21, 2025·25 min·5-min readconversationalbusiness
Podzilla Summary (5 min)
TLDR
The U.S. economy in late 2023 shows signs of stagnation, with sluggish job growth, rising unemployment, and missing inflation data due to a government reporting delay. Despite political polarization affecting consumer sentiment, underlying economic indicators suggest a 'no hire, no fire'

Sign up to read the full summary

Free AI-powered recaps of every episode, delivered to your inbox.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.

Mentions

Books, people, and resources mentioned in this episode.

People

Greg IpKai RizdahlHector SandovalJoanne HsuSophia BeggZach RogersMegan SchoenbergerTom GoldsbyJanet KloppenbergNicole DeHoraciusPeter ZaleskiStephanie SigelskyToto AlamasiNajjar RothmanJeremy Peaches

Companies

TJXTargetPlanet ForwardDescartesKPMGMorning ConsultJJK ResearchUniversity of MichiganUniversity of FloridaColorado State UniversityUniversity of Tennessee, KnoxvilleColumbia Business SchoolVillanovaICSCHouston Food BankUSDAFederal ReserveWall Street JournalBureau of Labor Statistics

Topics

Business NewsEconomicsFederal ReserveInflationSmall BusinessSupply Chain

Listen to This Episode

Get summaries like this every morning.

Free AI-powered recaps of Marketplace and your other favorite podcasts, delivered to your inbox.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.