Archive - G2 Weather Intelligence

A Near-Perfect May Setup for Home Depot and Lowe’s—But the War Changes Everything

The weather is doing its part for Home Depot and Lowe's. Gas prices, tariff inflation, and a shooting war in Iran are doing their best to undo it.

Apr 16 • Paul Walsh

Stop Reacting to Weather. Start Using It

The margin opportunity most retailers haven't touched yet

Apr 13 • Paul Walsh

The Human in the Loop

What a rocket explosion in 1986 taught me about AI, weather, and why the human behind the forecast matters

Apr 12 • Paul Walsh

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 • Paul Walsh

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 • Paul Walsh

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 • Paul Walsh

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

The Weather Decision Layer No One Built — Until Now

Forecasts are a commodity. Decisions are not. One company is changing that.

Mar 26 • Paul Walsh

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

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