Winners, Losers, and $400M on the Line: How Weather Moved Retail in Fall 2024
Home Depot cashed in on storms, Burlington lost to warmth — proof that weather remains a predictable driver of consumer behavior.
Editor’s note: This is a recap of Q3 2024 earnings season. I’m sharing it again as we enter this year’s fall quarter because the patterns we saw last year — hurricanes, heat, and the tug-of-war between seasonal demand and unseasonable weather — remain instructive for what lies ahead.
