The Quiet Crisis: How Extreme Weather Hits Your Wallet, And How AI Can Help

Companies may be downplaying climate risks, but the escalating cost to consumers is real. Weather-intelligent AI agents offer a powerful new defense.

As parts of the U.S. endure punishing temperatures and erratic weather, a surprising trend is emerging from corporate America: a noticeable decline in the frequency with which companies discuss extreme weather risks in their public filings.

According to a Wall Street Journal analysis of over 200,000 securities documents, mentions of terms related to droughts, floods, wildfires, and extreme heat declined 31% in the first five months of 2025 compared to the same period last year. References to "climate change" itself also saw a similar 32% drop over that time.

The weather … an excuse or a material impact?

Historically, cynical industry analysts have penalized retailers for mentioning the adverse effects of weather (the “weather excuse”) on earnings calls, regardless of the context. The most thoughtful, however, understand that while the weather c…