Paul Walsh
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paulewalsh.bsky.social
Paul Walsh
@paulewalsh.bsky.social
Weather Strategy Expert / Veteran (101st Airborne) / Former Weather Channel On-Air Expert / ex-Google / Granddad 👶👶/ Dog dad 🐕
Same quarter. Same macro. Same 1% weather drag.

Lowe’s beat. Home Depot missed.

That’s not weather — that’s execution.

My full analysis just dropped.

Read it here: www.g2weather.com/p/same-weath...
Same Weather. Same Sector. Opposite Outcomes.
What Q3 Revealed About Home Depot, Lowe’s, and Weather-Driven Retail
www.g2weather.com
November 19, 2025 at 7:04 PM
The Fall Weather Dividend That Shouldn’t Surprise You — But Might Surprise Wall Street

cc: @carlquintanilla.bsky.social @steveliesman.bsky.social

www.g2weather.com/p/the-fall-w...
The Fall Weather Dividend That Shouldn’t Surprise You — But Might Surprise Wall Street
Cooler back-to-school and a colder Halloween week, were all expected--the retail results may catch the market off guard.
www.g2weather.com
November 17, 2025 at 2:51 PM
November 11, 2025 at 12:07 PM
Reposted by Paul Walsh
Who’s eating the tariffs? You, mostly.

@cnbc.com
www.cnbc.com/2025/10/16/t...
October 16, 2025 at 7:53 PM
October 15, 2025 at 4:33 PM
Reposted by Paul Walsh
October 8, 2025 at 11:23 AM
Reposted by Paul Walsh
PEGGY NOONAN: “.. You know why people say something’s wrong with this guy? Because it appears something is wrong with this guy.”

@wsj.com
www.wsj.com/opinion/the-...
October 5, 2025 at 4:36 PM
Reposted by Paul Walsh
These are precedented times and the precedent is a loud ass warning

www.nytimes.com/1939/02/04/a...
Goebbels Ends Careers of Five 'Aryan' Actors Who Made Witticisms About the Nazi Regime (Published 1939)
www.nytimes.com
September 18, 2025 at 3:15 PM
Mind the Gap: The Missing Link in the Weather Forecasting Revolution

www.g2weather.com/p/mind-the-g...
Mind the Gap: The Missing Link in the Forecasting Revolution
The innovations reshaping weather prediction will fall short unless businesses build the strategies to capture value.
www.g2weather.com
September 9, 2025 at 3:08 PM
Kohl’s Q2 Beat: Solid Execution Sets the Stage for a Fall "Weather-Driven" Upside Surprise

www.g2weather.com/p/kohls-q2-b...
Kohl’s Q2 Beat: Solid Execution Sets the Stage for a Fall "Weather-Driven" Upside Surprise
Softer May sales from chilly, wet weather gave way to stronger June and July — now Kohl’s is primed to ride a major demand lift when colder comps arrive this fall
www.g2weather.com
August 28, 2025 at 5:16 PM
The AI agent race isn't about better forecasts. It's about building personal concierges that make your current weather app look like a wall thermometer.

www.g2weather.com/p/your-weath...
Your Weather App Is About to Become Obsolete
The AI agent race isn't about better forecasts. It's about building personal concierges that make your current weather app look like a wall thermometer.
www.g2weather.com
August 25, 2025 at 2:10 PM
Forget tariffs, interest rates, or consumer confidence—the biggest swing factor in retail is weather

www.g2weather.com/p/forget-tar...
Forget tariffs, interest rates, or consumer confidence—the biggest swing factor in retail is weather
Home Depot’s Q2 call proves it. July’s heat and rain were the difference between sluggish sales and growth momentum.
www.g2weather.com
August 25, 2025 at 2:09 PM
Lowe’s Q2: Weather Shifts Spark a Late-Quarter Comeback

www.g2weather.com/p/lowes-q2-w...
Lowe’s Q2: Weather Shifts Spark a Late-Quarter Comeback
After a slow, weather-challenged spring, Lowe’s finished Q2 with momentum — contrasting with Home Depot’s softer rebound.
www.g2weather.com
August 25, 2025 at 2:07 PM
TJX Defies the Heat, But October Could Tell the Real Story
www.g2weather.com/p/tjx-defies...
TJX Defies the Heat, But October Could Tell the Real Story
With minimal Q2 weather impact, TJX is positioned for a stronger Q3 as falling temperatures boost apparel and seasonal sales.
www.g2weather.com
August 25, 2025 at 2:06 PM
Cooler temperatures shift consumer psychology into fall mode, giving retailers a tailwind heading into Q3.

www.g2weather.com/p/cooler-tem...
Cooler temperatures shifts consumer psychology into fall mode
This dip in temperatures provides a short-term comp advantage that could boost consumer spending in key categories...just in time for back-to-school!
www.g2weather.com
August 25, 2025 at 2:04 PM
Reposted by Paul Walsh
One of the most significant heat waves of the summer continues to build across the eastern half of the U.S.

Heat alerts are in place for just shy of 100 million people in two dozen states. wapo.st/3IJGqHy
July 23, 2025 at 9:51 PM
When Warnings Aren't Enough: AI's Role in Revolutionizing Disaster Preparedness
www.g2weather.com/p/when-warni...
When Warnings Aren't Enough: AI's Role in Revolutionizing Disaster Preparedness
How Intelligent Agents are Bridging the Gap Between Forecasts and Real-Time Safety for Vulnerable Communities.
www.g2weather.com
July 15, 2025 at 2:45 PM
Reposted by Paul Walsh
Forecasts were fine but new information emerging on major NWS staff shortages (doubled since Jan) in Texas offices that may have hindered communication with local emergency officials. Also, learning there was no local warning system in affected areas. www.nytimes.com/2025/07/05/u...
As Floods Hit, Key Roles Were Vacant at Weather Service Offices in Texas
www.nytimes.com
July 6, 2025 at 11:38 AM
Reposted by Paul Walsh
My deep dive on whether there were adequate weather warnings for the catastrophic flooding in Texas. Mentions Alan Gerard Balanced Weather and Jordan McLeod. I am really interested in your thoughts on my take.
www.forbes.com/sites/marsha...
Catastrophic Flooding In Texas - Were There Warnings?
Deadly flooding in the flash flood alley of Texas is raising questions about warnings. Here's a preliminary (but not conslusive) analysis.
www.forbes.com
July 5, 2025 at 3:07 PM
Reposted by Paul Walsh
Sitting awkward 😎
June 18, 2025 at 9:49 PM