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The Most Favorable Spring Setup in 132 Years. Then Trump Started a War.
Home Depot and Lowe's just caught the strongest spring weather tailwind in 132 years. Whether they can outrun a trade war and a shooting war is another…
Apr 8
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Paul Walsh
1
1
But for Trump, This Would Have Been a Boffo Spring
Retail sales will suffer. But historically warm spring weather — the kind Trump calls a hoax — may be the backstop nobody expected.
Apr 3
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Paul Walsh
2
1
February Retail Sales Beat. The Weather Was Already Telling You This.
Discount retail wins the weather-macro squeeze. Home centers face a split signal.
Apr 1
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Paul Walsh
2
1
March 2026
G2 Weather Signal™ Flash Report: March 30, 2026
Warm Easter Boosts Home Centers, But Wet April Clouds Apparel and Dining.
Mar 30
•
Paul Walsh
1
1
The Weather Decision Layer No One Built — Until Now
Forecasts are a commodity. Decisions are not. One company is changing that.
Mar 26
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Paul Walsh
1
G2 Weather Signal™ Report: March 23, 2026
The roof is on fire ...
Mar 23
•
Paul Walsh
1
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
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Paul Walsh
2
1
G2 Weather Signal™ Report: March 16, 2026
The Report Just Got More Precise. Here's What Changed.
Mar 16
•
Paul Walsh
2
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
2
1
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
1
1
G2 Weather Signal™ Flash Report — March 9, 2026
Spring Breaks (finally!) as Trump's "Special Military Operation" Threatens to Break Spring Retail
Mar 9
•
Paul Walsh
1
1
GAP's Weather Problem Isn't the Weather
G2 Weather Signal | Q4 Earnings Dispatch | March 6, 2026
Mar 6
•
Paul Walsh
2
1
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