Peloton downplays tariffs and embraces AI
Peloton said it’s not sweating tariffs in its Q3 2025 earnings today, noting it is “predominantly a subscription business” while acknowledging that macroeconomic uncertainty could impact demand for its pricey bikes and treadmills. “During the period of GDP decline between 2008 and 2009, external data showed that us spend[ing] on
In Uncertain Times, Ralph Lauren Embraces ’80s Excess
Trend watchers lately are abuzz about “boom boom,” a fun, if loosely defined way to describe a last spasm of gaudy, ’80s-style consumption before Trump’s tariffs or a recession prematurely ends the party. The change in mood presents something of a challenge for Ralph Lauren: If it takes hold beyond
