Companies’ income forecasts, the confidence of the income for reaching a 12-year lower level in the future

• While the spending continues in FebruaryThe revenue raised, raising the ratio of deposits and increased more cautiously among Americans. As the growth slowed, some enterprises predict the concerns about consumer behavior.

Like confidence in the economic outlook, consumers slow their costs and reduce the forecasts of enterprises.

Personal income increased by 0.8% last month, while spending increased by 4.6% in spending, increasing time in spending. This is more cautious since June 2024, the highest and signal recipients.

“The information spent on February confirms the slowdown in consumer activity in the first quarter of 2025” Commermera The Bank said that the Chief Economist Bill Adams was noted.

The weak January expenses are “dragging one at once,” said, “But February,” he said.

At the same time, the consumer is sinking, although the sentiment does not translate to the actual spending.

The expectations of the conference council fell to a 12-year low level in the latest consumer confidence survey. The index has pledged to 65.2, which is below 80 in lower than 80 gives an upcoming recession signal“

In addition, the University of Michigan, this week’s consumer survey was released by 11%.

“This month’s decline is a clear consensus on all demographic and political affiliations,” The director of the survey said.

As consumers grow older economic headings, companies in the industries feel heat.

Some throw earning forecasts, while others affect tariffs, inflation and consumer behavior.

Fedex On December 20-22 to $ 22, he lowered a full annual forecast for a share of $ 18-16 per share from $ 18.60 to $ 18-60 to $ 18-60.

During the quarterly the call of earningsCFO John Dietrich, a low outlook “Problems in the global industrial economy, belongs to the ongoing problems, inflationary pressure and uncertainty around the global trade policy.

Delta Air Lines In the first quarter, it is now waiting for a profit in the first quarter and a profit of the first quarter, which is now 30 kopecks in January and $ 1 to 1,000 cents.

According to a Regulation film in MarchDelta, Dimmer’s management, injecting the domestic demand, as a result of an increase in economic uncertainty, he said.

“Consumers do not like uncertainty in a business,” Delta Ceo Ed said about Bastian CNBC. “And when we believe it, this will be a period of time, which is something we need to understand and receive calm water.”

In addition, American Airlines reduced growth forecasts after a weak demand in the household leisure segment, and continued after the plane crash on the Potomac River in January. The company is waiting for revenues to extend the first quarry revenue from 3% to 5% more than a year ago.

‘Tariff headwinds’

Elsewhere, other companies are in charge of disappointing. Mull
lulhemon He sees more slow foot traffic to “self-manifest” consumer feelings. The company, $ 2.39 billion, $ 2.39 billion, $ 2.36 billion in revenues in the first quarter.

The company spent a survey with Ismos in the early month this month, and “consumers spend less due to increased inconveniences related to the economy.”

CFO Meghan Frank said that they called “tariff headlines” during the earnings, he said that in 2025 could lead to slower. In fact, management varies from $ 11.1 billion in revenues this year between $ 10.59 billion in 2024 Analysts’ expectations $ 11.31 billion.

Retail Diamatic A stock has offered a $ 2.50-60 worth of $ 2.50-60 per projection.

CEO Doug McMillon also warned about consumer confidence on February 27 conversation At Chicago’s economic club. He noted that “budget pressure” clients reduced the costs and showed “stressing behavior.”

The American eagle is affected by the slowdown, and the tariffs for the fiscal year are $ 5 million – $ 10 million worth of $ 10 million, he said.

CEO Jay Schottenstein has contributes to “Unknown fear,” he said.

“Not only tariffs, but not only inflation, we see the government cut people,” he said. “They don’t know how to affect them.”

This story was first displayed Fortune.com

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