G2 Weather Intelligence | Paul Walsh | Substack

G2 Weather Signal™ Report: March 23, 2026

The roof is on fire ...

Mar 23 • Paul Walsh

Macy's Didn't Mention the Weather. They Didn't Need To

Macy's beats the street, Bloomingdale's posts best holiday quarter on record — but doesn't mention the weather that helped make it happen

Mar 18 • Paul Walsh

G2 Weather Signal™ Report: March 16, 2026

The Report Just Got More Precise. Here's What Changed.

Mar 16 • Paul Walsh

No Shrinkage Here: DKS Beats on Top and Bottom Line

Breaking down the weather impact on this week's retail earnings

Mar 13 • Paul Walsh

Burlington Stores, $1 Billion in a Day, and the Weather Secret Every Retailer Keeps

The cold Northeast winter supported Burlington's holiday sales results but didn't make the earnings narrative. It rarely does when the weather helps.

Mar 11 • Paul Walsh

G2 Weather Intelligence

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