The Compounding Consumer Crunch

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 28 April 2025

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Lower income consumers are already struggling, and the end of the de minimis exemption will make things even harder for them. (00:21) David Meier and Dylan Lewis discuss: - 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. (15:53) Motley Fool Analyst Anthony Schiavone and Ricky Mulvey take a look at homebuilders and the four major economic forces hitting those stocks. . Companies discussed: DPZ, CMG, PDD, SAIA, ODFL, DHI, DFH. Host: Dylan Lewis Guests: David Meier Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Timu makes the price of tariffs known.
0:06.9	Motleyful money starts now.
0:08.5	I'm Dylan Lewis, and I'm joined over the airwaves by Motley Fool analyst David Meyer.
0:24.1	David, thanks for joining me.
0:25.4	Thank you for having me.
0:27.0	Today we're going to be talking results from Domino's, some of the major logistics providers weighing in on the macro, and a bit more pressure on the American consumer.
0:35.6	Last week, we saw results from Chipotle.
0:39.1	This week, this morning, we see results from Domino's.
0:42.2	And I got to be honest, David, I feel like we're seeing a lot of the same things with both
0:46.2	these results.
0:46.9	The consumer is not eating out quite as much as it used to.
0:50.0	Yes.
0:50.7	In fact, it's almost eerie how close their US same source sales decline were, both
0:56.2	and the mid single digits decline. For the dominoes, it was a half a percent, and for
1:04.2	Chipotle, it was 0.6%. Yes, it is, both companies talked about lower income folks are not eating out as much.
1:14.9	And it's probably because they're trying to figure out where they can save money in their budgets.
1:20.0	And these two companies are feeling that effect right now.
1:24.7	If you are looking for bright spots in the report here, I think, you know,
1:29.9	it was largely a downer report, but looking for the bright spots, the company did reiterate
1:34.6	its 3% annual growth target for U.S. comps very far away from where it was for this recent
1:40.6	quarter. And I guess they feel like on the back half of the year, if the picture
1:44.4	solidifies more, if they get more insight into what pricing might be, they might be able to
	...

Transcript will be available on the free plan in 24 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.