Insight
The Regional Banking Earnings Paradox
Q4 2025: Record Profits, Rising Risks, and the Race Nobody Is Talking About The Quarter That Should Worry You
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Matt Katz, Managing Partner and Head of Retail & Consumer Packaged Goods was quoted in RetailDive about how COVID-19 impacted Black Friday shopping this year. Matt looked at trends that winning retailers put in place this year noting, “As we saw throughout 2020, retailers deemed critical with accelerated omnichannel capabilities outperformed. This trend will continue.”
He also explained the consumer trends that shifted, “Unseasonably warm weather may help outdoor centers, but consumers will browse online and pick up in-store.”
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Q4 2025: Record Profits, Rising Risks, and the Race Nobody Is Talking About The Quarter That Should Worry You
Learn MorePrivate equity entered 2025 with a familiar set of expectations: meaningful rate relief, a broad rebound in deal
Learn MoreExcess inventory exists not because strategy is unclear, but because trade-offs are fragmented. A planner adds buffer to protect service. A plant batches to
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