Bill Peters
@wpeters.bsky.social
Reporter covering retail etc. at MarketWatch. Rescues cats, drums on things. Author of a novel that critics appeared to like. Tell me what you like and dislike about going to the store at bpeters@marketwatch.com
Reposted by Bill Peters
Andor this, Andor that...you guys should stop posting and/or touch grass!!!
May 10, 2025 at 2:30 AM
Andor this, Andor that...you guys should stop posting and/or touch grass!!!
Wonder if the new pope will just be like 38 and have a beard, will just reference "The Wire" in his speeches
May 8, 2025 at 4:19 PM
Wonder if the new pope will just be like 38 and have a beard, will just reference "The Wire" in his speeches
"I would expect that for most, Netflix is lower on the list of things you might look to for savings," analyst says
www.marketwatch.com/story/will-m...
www.marketwatch.com/story/will-m...
Ride out a trade war with Netflix? The streamer’s results will offer clues.
With quarterly results due Thursday, analysts will be looking for signs of indirect impacts of tariffs on the streaming platform.
www.marketwatch.com
April 14, 2025 at 7:15 PM
"I would expect that for most, Netflix is lower on the list of things you might look to for savings," analyst says
www.marketwatch.com/story/will-m...
www.marketwatch.com/story/will-m...
My White Lotus take is that it's just weird that Mike White named the show after himself
April 10, 2025 at 10:50 PM
My White Lotus take is that it's just weird that Mike White named the show after himself
Reposted by Bill Peters
Exclusive: In a highly unusual move, the Trump administration plans to seek federal oversight of Columbia University
Exclusive | Trump Administration Wants to Install Federal Oversight of Columbia University
In an unusual move, the government is aiming to legally bind the school to changes as they negotiate over federal funding
buff.ly
April 10, 2025 at 6:23 PM
Exclusive: In a highly unusual move, the Trump administration plans to seek federal oversight of Columbia University
Reposted by Bill Peters
markets soar as investors realize that mommy didn't actually disappear, she was just hiding behind her hands
April 9, 2025 at 6:19 PM
markets soar as investors realize that mommy didn't actually disappear, she was just hiding behind her hands
Levi's says it has enough jeans and other clothes already stocked up to dodge the hit from any of Trump's tariffs. But execs said they're still figuring out the longer-term impact.
www.marketwatch.com/story/levis-...
www.marketwatch.com/story/levis-...
Levi’s needs to ‘see where the dust settles’ on tariffs. But here’s why they’ll have ‘minimal’ near-term impact.
Levi Strauss & Co. on Monday reported a higher adjusted quarterly profit than Wall Street expected, and the denim and jeans maker said it was sticking with its full-year outlook — one that doesn’t inc...
www.marketwatch.com
April 8, 2025 at 11:25 PM
Levi's says it has enough jeans and other clothes already stocked up to dodge the hit from any of Trump's tariffs. But execs said they're still figuring out the longer-term impact.
www.marketwatch.com/story/levis-...
www.marketwatch.com/story/levis-...
Following earlier reports, Cal-Maine said it had been contacted by the DOJ in its investigation over egg prices. Still, it said it "greatly" appreciates the Trump administration's efforts to shore up the industry.
Quarterly results missed estimates. Stock down
www.marketwatch.com/story/cal-ma...
Quarterly results missed estimates. Stock down
www.marketwatch.com/story/cal-ma...
Cal-Maine stock drops as results fall short; egg producer talking to DOJ probe
Shares of Cal-Maine Foods fell after hours on Tuesday after the egg producer reported fiscal third-quarter results that missed Wall Street’s estimates.
www.marketwatch.com
April 8, 2025 at 11:17 PM
Following earlier reports, Cal-Maine said it had been contacted by the DOJ in its investigation over egg prices. Still, it said it "greatly" appreciates the Trump administration's efforts to shore up the industry.
Quarterly results missed estimates. Stock down
www.marketwatch.com/story/cal-ma...
Quarterly results missed estimates. Stock down
www.marketwatch.com/story/cal-ma...
Got to see the Tindersticks again last night, a band that for 30 yrs has kinda sounded like if Burt Bacharach were overcome with loss
April 7, 2025 at 11:20 PM
Got to see the Tindersticks again last night, a band that for 30 yrs has kinda sounded like if Burt Bacharach were overcome with loss
Unrelated to Apple, but the sense one gets, from listening to execs talking about tariffs on earnings calls over the past few months, is that they'll try shuffling manufacturing to a bunch of different places before reshoring to the U.S.
Exclusive: Apple plans to send more iPhones to the U.S. from India to offset the high cost of China tariffs
Exclusive | Apple Plans to Source More iPhones From India as Potential Tariff Fix
Levies on Chinese goods have created worst three-day rout for iPhone maker in about 25 years.
www.wsj.com
April 7, 2025 at 7:51 PM
Unrelated to Apple, but the sense one gets, from listening to execs talking about tariffs on earnings calls over the past few months, is that they'll try shuffling manufacturing to a bunch of different places before reshoring to the U.S.
Thought the Yanks-Dodgers WS would be closer than it was but that's why they call it sports
Trump: When you ran out the healthy arms, you ran out of really healthy— they had great arms but they ran out. It’s called sports. It’s called baseball in particular and pitchers I guess you could say, really particular
April 7, 2025 at 5:47 PM
Thought the Yanks-Dodgers WS would be closer than it was but that's why they call it sports
Lot of companies could be tearing up their forecasts in the weeks ahead due to tariffs.
“There is simply not enough visibility for these companies to tell us precisely how their June quarter will unfold, how their September or the rest of the year will be."
www.marketwatch.com/story/first-...
“There is simply not enough visibility for these companies to tell us precisely how their June quarter will unfold, how their September or the rest of the year will be."
www.marketwatch.com/story/first-...
Q1 earnings will focus on tariffs and the economy. Are forecasts worth anything?
JPMorgan and Delta Air Lines report this week — but “you can throw most forecasts out the door, if this tariff rate stays on for an extended period of time,” one analyst says.
www.marketwatch.com
April 7, 2025 at 5:04 PM
Lot of companies could be tearing up their forecasts in the weeks ahead due to tariffs.
“There is simply not enough visibility for these companies to tell us precisely how their June quarter will unfold, how their September or the rest of the year will be."
www.marketwatch.com/story/first-...
“There is simply not enough visibility for these companies to tell us precisely how their June quarter will unfold, how their September or the rest of the year will be."
www.marketwatch.com/story/first-...
Reposted by Bill Peters
i miss the early internet. people were like “you gotta see this dude. this cat sure is long.” and they were right. it was really long. it never shoulda gotten any more complicated than that.
April 4, 2025 at 9:10 PM
i miss the early internet. people were like “you gotta see this dude. this cat sure is long.” and they were right. it was really long. it never shoulda gotten any more complicated than that.
Via Dow Jones Market Data: The Dow Jones Industrial Average is down 11.9% since Inauguration Day, the worst first 75 days in office on record based on data going back to 1896.
April 4, 2025 at 9:31 PM
Via Dow Jones Market Data: The Dow Jones Industrial Average is down 11.9% since Inauguration Day, the worst first 75 days in office on record based on data going back to 1896.
Reposted by Bill Peters
Breaking: Whirlpool announces they are laying off 651 American workers in Iowa, citing the economic conditions under Trump.
Whirlpool Corp. announces Iowa's largest layoff of 2025 in Amana manufacturing facility
A statement from Whirlpool said the layoffs are the result of reduced consumer demand for products made in Amana, primarily refrigeration units.
www.desmoinesregister.com
April 3, 2025 at 3:42 PM
Breaking: Whirlpool announces they are laying off 651 American workers in Iowa, citing the economic conditions under Trump.
Reposted by Bill Peters
In which Michael Kay explains the characters and plot of Japanese manga and anime series "One Piece" to Paul O'Neill
April 1, 2025 at 11:54 PM
In which Michael Kay explains the characters and plot of Japanese manga and anime series "One Piece" to Paul O'Neill
Reposted by Bill Peters
Lutnick: "European Union won't take chicken from America ... they hate our beef because our beef is beautiful and theirs is weak."
April 3, 2025 at 1:21 AM
Lutnick: "European Union won't take chicken from America ... they hate our beef because our beef is beautiful and theirs is weak."
Also, a footwear industry group is unsurprisingly unhappy about Trump's new tariffs.
www.aafaglobal.org/AAFA/AAFA_Ne...
www.aafaglobal.org/AAFA/AAFA_Ne...
April 3, 2025 at 12:08 AM
Also, a footwear industry group is unsurprisingly unhappy about Trump's new tariffs.
www.aafaglobal.org/AAFA/AAFA_Ne...
www.aafaglobal.org/AAFA/AAFA_Ne...
Amid the broader tariff Wall Street freakout, at least one CEO, RH's Gary Friedman, said today that the extra import taxes could deliver longer-term benefits despite near-term pain, and said "we’ve got a very smart administration" at work on negotiations.
www.marketwatch.com/story/rhs-fo...
www.marketwatch.com/story/rhs-fo...
RH’s stock slammed by new tariffs and outlook, but CEO offers this praise for Trump administration
Shares of RH fell sharply after hours on Wednesday after the luxury furniture chain’s full-year sales outlook came in shy of expectations, amid a forecast of what it characterized as a “higher-risk bu...
www.marketwatch.com
April 3, 2025 at 12:00 AM
Amid the broader tariff Wall Street freakout, at least one CEO, RH's Gary Friedman, said today that the extra import taxes could deliver longer-term benefits despite near-term pain, and said "we’ve got a very smart administration" at work on negotiations.
www.marketwatch.com/story/rhs-fo...
www.marketwatch.com/story/rhs-fo...
Fitch on Trump's tariff announcement: "Many countries will likely end up in a recession. You can throw most forecasts out the door, if this tariff rate stays on for an extended period of time."
April 2, 2025 at 10:50 PM
Fitch on Trump's tariff announcement: "Many countries will likely end up in a recession. You can throw most forecasts out the door, if this tariff rate stays on for an extended period of time."
Wedbush analyst Dan Ives, who is generally upbeat on tech, says "we would characterize this slate of tariffs as 'worse than the worst case scenario' the Street was fearing."
Piper Sandler: “The tariffs came in higher/worse than we’d expected, so we are lowering our 2Q real GDP estimate from 0% to -1%. And given where the big tariff hikes are concentrated -- China, Vietnam, Taiwan, etc.-- the risks to consumer inflation are much higher than initially thought.”
April 2, 2025 at 10:14 PM
Wedbush analyst Dan Ives, who is generally upbeat on tech, says "we would characterize this slate of tariffs as 'worse than the worst case scenario' the Street was fearing."
Reposted by Bill Peters
Piper Sandler: “The tariffs came in higher/worse than we’d expected, so we are lowering our 2Q real GDP estimate from 0% to -1%. And given where the big tariff hikes are concentrated -- China, Vietnam, Taiwan, etc.-- the risks to consumer inflation are much higher than initially thought.”
April 2, 2025 at 9:51 PM
Piper Sandler: “The tariffs came in higher/worse than we’d expected, so we are lowering our 2Q real GDP estimate from 0% to -1%. And given where the big tariff hikes are concentrated -- China, Vietnam, Taiwan, etc.-- the risks to consumer inflation are much higher than initially thought.”
Story here from last week from me about why Dollar Tree agreed to sell Family Dollar.
www.marketwatch.com/story/dollar...
www.marketwatch.com/story/dollar...
Dollar Tree is selling Family Dollar after a decade together. Here’s why it didn’t work.
Analysts cite a number of reasons for Family Dollar’s difficulties, including low-income shoppers who are wrestling with inflation, competition with other retailers, and issues including poorly mainta...
www.marketwatch.com
March 31, 2025 at 10:46 PM
Story here from last week from me about why Dollar Tree agreed to sell Family Dollar.
www.marketwatch.com/story/dollar...
www.marketwatch.com/story/dollar...
It's usually tough to get through even a single sentence in Wall Street analyst notes without running into abbreviations and squishy language. Today, we got one from Cantor Fitzgerald that was very clear in trashing RFK.
www.marketwatch.com/story/in-a-r...
www.marketwatch.com/story/in-a-r...
In a rare move, Wall Street analysts get pointed in their criticism of RFK Jr.
Two Wall Street analysts on Monday called on the Trump administration to “re-evaluate” Robert F. Kennedy Jr.’s role as the secretary of the U.S. Health and Human Services department, saying his “appar...
www.marketwatch.com
March 31, 2025 at 10:44 PM
It's usually tough to get through even a single sentence in Wall Street analyst notes without running into abbreviations and squishy language. Today, we got one from Cantor Fitzgerald that was very clear in trashing RFK.
www.marketwatch.com/story/in-a-r...
www.marketwatch.com/story/in-a-r...