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StockWaves > Global Markets > What client CEOs are saying about costs, tariffs and the economic system
Global Markets

What client CEOs are saying about costs, tariffs and the economic system

StockWaves By StockWaves Last updated: May 21, 2025 8 Min Read
What client CEOs are saying about costs, tariffs and the economic system
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Older homebuyers are spending rather a lotSurge in automobile shopping for on tariff fears is over: Carvana CEOPinterest sees shift to ‘price range’ gadgets

The outlook on client spending continues to get cloudier. Final week, client sentiment slid to its second-lowest studying on report whereas current bank card information confirmed that many Individuals are beginning to reduce.  

Walmart, Microsoft and Subaru are simply among the firms which have warned of worth will increase associated to tariffs, which may lead price-sensitive buyers to tug again much more. 

Nevertheless, there are many firms and sectors that also see sturdy demand, particularly within the wake of the broader market rebound following the Trump tariff pause, most just lately prolonged to the steepest China import taxes. 

“The patron is coming again with a vengeance,” airline CEO Barry Biffle of Frontier Group mentioned on “Cash Movers” on Tuesday. 

On the CNBC CEO Council Summit in Arizona on Monday and Tuesday, a number of CEOs with shut reads on key client spending areas — homebuilding, automobile shopping for, promoting and journey — shared their newest views on the state of the economic system.

Older homebuyers are spending rather a lot

Homebuilder and developer Taylor Morrison, which operates throughout 12 states together with Texas, Florida and North Carolina, serves a number of distinct demographics, in response to CEO Sheryl Palmer. This contains the youthful first-time homebuyer, the upgrading barely older purchaser, and the group that she referred to as “fifty-five and higher.” 

It is that latter group, which represents greater than $114 trillion in complete belongings, Palmer mentioned, the place the corporate is seeing large curiosity in new properties. 

“Covid actually modified this group,” she mentioned. For these consumers, it is about “I would like what I would like, I can afford what I would like, and I do not know what tomorrow brings so I need to reside day-after-day to the fullest,” she added. 

Amongst one of these homebuyer, who’s closely excited by issues like house upgrades and the group facilities, Palmer mentioned she has not seen any indicators of stress of their capacity to purchase properties, or in credit score profiles.  

Nevertheless, she famous, if the house is “a extra discretionary buy, there’s simply much more thoughtfulness, which is sensible.” 

The primary-time homebuyer is coping with questions round value, Palmer mentioned. “Can I afford it? What can I afford?” she mentioned, are the issues amongst these consumers. 

Whereas Palmer pointed to increased house costs and sticky rates of interest as contributing to a “risky interval,” — mortgages charges had been again above 7% this week — she mentioned rising costs of almost every thing from insurance coverage to groceries are what’s making youthful consumers extra hesitant.

Surge in automobile shopping for on tariff fears is over: Carvana CEO

With issues of potential tariff-driven worth will increase hitting the automotive business exhausting, shoppers have rushed to purchase each new and used automobiles in current months.

Carvana has been an enormous recipient of that, just lately reporting a 46% year-over-year gross sales improve, resulting in report quarterly outcomes. CEO and co-founder Ernie Garcia mentioned on the CEO Council Summit mentioned that when the tariffs had been introduced “there was some pull ahead particularly of recent automobile gross sales” however that has began to even out. Pricing of used automobiles has additionally began to return down, particularly in comparison with the will increase seen in recent times, Garcia mentioned. 

However in relation to any indicators of rising client weak point, Garcia mentioned “we do not see any proof of that; it feels very sturdy.” 

Carvana CEO on how the 'car vending machine' began

Garcia mentioned that Carvana sells autos to consumers throughout a variety of age teams, and total, “client credit score seems to be fairly secure.” 

“I feel it at all times appears like credit score is getting worse, however I do not suppose there’s a number of proof but that it is getting rather a lot worse,” Garcia mentioned. 

Pinterest sees shift to ‘price range’ gadgets

Since becoming a member of Pinterest in June 2022, CEO Invoice Prepared has overseen a push into Gen Z, who now make up 40% of the social media platform’s userbase and who’re overwhelmingly on the platform to hunt assist with buying inspiration. 

Prepared, who mentioned that Pinterest is a platform “for intentional selections,” mentioned he’s beginning to see “some shifts in client habits.” 

That’s coming to life by searches for “budget-related gadgets” in areas like attire and residential items, that are up over 200%, Prepared mentioned. 

“Customers have gotten extra considerate and planning for the potential improve in prices or are possibly beginning to expertise that already,” he mentioned. 

Pinterest CEO on the company's shift toward positivity: using AI to reduce social media harms

Throughout and popping out of the pandemic, the overarching narrative has been that many patrons had shifted their spending from items to experiences, with the most important advantages of that being the leisure and journey industries. 

NFL Commissioner Roger Goodell and Marriott Worldwide CEO Anthony Capuano, who spoke on the CNBC CEO Council Summit about their long-term partnership, mentioned they’ve seen continued energy from sports activities followers and journey lovers. 

Whereas Goodell mentioned the demand across the NFL’s current schedule launch and the greater than 600,000 individuals who traveled to Inexperienced Bay, Wisconsin, for the NFL Draft displays how “sports activities is in a special place” and isn’t anticipated to be impacted by client uncertainty, he acknowledged among the challenges dealing with the broader leisure business. 

NFL Commissioner Roger Goodell on international expansion, team valuations and private equity

Capuano mentioned that at Marriott, which operates throughout 144 international locations, there was a robust journey increase in the beginning of the yr, and after a slight lull in March, it has come again sturdy in April at the same time as issues over client confidence have grown. 

The will to journey, particularly amongst younger folks, Capuano mentioned, will not be displaying many indicators of slowing down. 

Nevertheless, Capuano mentioned he’s monitoring job and unemployment developments extra broadly, and if there continues to be sturdy job creation and comparatively low unemployment, he’ll “really feel moderately good concerning the client.”

“The fact is that this; our enterprise thrives in instances of stability and excessive client confidence,” Capuano mentioned. “Neither of these have been in ample provide in current months.”  

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