Macro situation
$AEO (-0.91%) had a similar pattern in 2008 as it is again today and since in 2008 the macroeconomic numbers were also revised downwards later, as soon as the numbers get even worse, the Fed will lower interest rates (which in combination with tariffs will lead to inflation) but encourage buying on credit, which could lead to "Revenge Spending" (spending extra money on credit to distract itself from its own bad financial situation).
"Empty Stores"
It generally looks as if all stores are "empty", but I think that the target group mostly buys online.
Marketing and social media - indicators I look at
- As soon as clothing of the brand becomes a point of conflict outside (i.e. a confrontation between 2 people because of the clothing, which is then published on social media. Shows me that the clothing has become so politicized that the price becomes "irrelevant".
- Google searches (number)
$AEO (-0.91%) Could also be used by Trump as a propaganda tool
- Could be excluded from tariffs
- further mentions
