Those who bet on the most obvious short in the history of mankind got the heads handed to them.
Their buying binge in the US goes into the “Contrarian Indicators” category.
All the big gorillas are trying, but consumers just don’t want to.
Six quarters in a row of year-over-year declines.
Aldi’s $5 billion bet at a brutal time.
A 15-month downturn, longest since 2009, and no end in sight. What gives?
Just as the deflating Farmland bubble leaves its marks.
Big Beer, dogged by sagging brands, tries to control the market.
This thermometer for discretionary spending is the first to react when consumers hit their limits.
“Flat sales” are now a “welcome change.” The New Normal.