The Compounding Consumer Crunch

Motley Fool Staff, The Motley Fool

Thu, May 1, 2025, 11:41 AM 26 min read

In this podcast, Motley Fool analyst David Meier and host Dylan Lewis discuss:

• Domino's earnings sending the same warning signals as Chipotle -- lower-income people aren't ordering as often.

• Temu and Shein pushing tariff increases to American consumers.

• Old Dominion Freight Lines and Saia signaling fewer goods are coming into the U.S.

Motley Fool Analyst Anthony Schiavone and host Ricky Mulvey take a look at homebuilders and the four major economic forces hitting their stocks.

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A full transcript is below.

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This video was recorded on April 27, 2025

Dylan Lewis: Temu makes the price of tariffs known. Motley Fool Money starts now. I'm Dylan Lewis, and I'm joined with airwaves by Motley Fool analyst David Meier. David, thanks for joining me.

David Meier: Thank you for having me.

Dylan Lewis: Today, we're going to be talking results from Domino's, some of the major logistics providers weighing in on the macro and a bit more pressure on the American consumer. Last week, we saw results from Chipotle. This morning, we see results from Domino's. I got to be honest, David, I feel like we're seeing a lot of the same things with both these results. The consumer is not eating out quite as much as it used to.

David Meier: Yes. In fact, it's almost eerie how close their US same source sales decline were both in the mid-single digits decline. For the Domino's, it was a half a percent, and for Chipotle, it was 0.6%. Yes, it is both companies talked about lower income folks are not eating out as much, and it's probably because they're trying to figure out where they can save money in their budgets. These two companies are feeling that effect right now.