When boycuts go your way.

From Marketplace, I'm Sabri Beneshore in for David Brancaccio.

Later today, after the stock market closes, Costco, the Warehouse Membership Club, will release its latest quarterly earnings.

Now, while some retailers and grocery chains have backed away from commitments related to diversity, equity, and inclusion,

Costco has very publicly dug in, leading some consumers and groups to promise to spend

more at the big box stores. But will that impact the bottom line? Marketplace's Kimberly

Adams reports. When it comes to shifts in consumer spending, particularly

at specific retailers, it can be hard to parse exactly what's behind it. Katie Thomas leads

the Carney Consumer Institute. I think we'll see that some consumers have shifted more purchases

to Costco because they are in favor of the DE and I announcements.

But at the same time, and for the same reason, some consumers have shifted their shopping

dollars away from Costco. So says Ivan Feinseth, Director of Research at Tigris Financial Partners.

I don't think you'll see in effect. I think guidance may be more impacted by the

potential tariffs. But over time, says Deirdre Popovich, who teaches marketing at Texas Tech University,

I do think that we will be able to see indicators for corporate success in the next few months.

And that will tell us just how consumers are voting with their wallets when it comes to

companies and their DEI commitments. In Washington, I'm Kimberly Adams for Marketplace.

In a major geopolitical shift, Europe is going to be spending a lot more on defense.

European leaders are meeting in Brussels today for emergency talks on the war in Ukraine.

That is after the Trump administration announced this week, the OS will pause military aid to Ukraine.

As marketplaces, Henry Ep reports.

Germany could soon ramp up its military spending after the country's likely next chancellor announced a plan this

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