margins

The era of quality is dead, replaced by the systematic degradation of consumer value to maximize short-term margins.

Shrinkflation is the physical act of reducing quantity while keeping the price stable, a tactic widely observed in cereal boxes, detergent bottles, and snack bags where the unit volume is quietly shaved down to avoid triggering consumer sticker shock. Skimpflation is the qualitative act of gutting the product from the inside, often by swapping premium …

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The general public massively overestimates the profit margins businesses actually make (UK Study)

The general public massively overestimates the profit margins businesses actually make (UK Study) byu/Anen-o-me inLibertarian Socialism feeds on this popular economic illusion. People see all this money coming on, they don’t see the expenses draining it out an assume owners are pocketing far more than they actually do. Worker salary is on average 30%-35% of …

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Reddit growth vs traffic risk — Strong margins face distribution pressure

This is not a simple “bull vs bear” earnings setup It is a fight between clean-looking unit economics and fragile distribution control The bull case is built on a very tight story Fast margin expansionHigh gross profitabilityRising ARPUStrong cash positionBuyback authorization On paper, it looks like a business that has already “solved” monetization But that …

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AI spending spree triggers global memory crisis. Sony delays PlayStation, Apple warns on margins, laptop prices jump 20%, and DRAM costs explode 170%

Ricardo @Ric_RTP AI companies just BROKE the global supply chain for every piece of technology you own. And the fallout is way worse than anyone predicted… Sony is delaying the next PlayStation to 2028 or 2029. Nintendo is hiking the Switch 2 price mid-cycle. Apple warned investors that iPhone margins are getting crushed. Cisco just …

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CME hikes margins on all precious metals, gold up 33%, silver 36%

CME MARGIN HIKE ALERT ON ALL PRECIOUS METALS A Second MARGIN increase in 3 days.Maintenance increasesA 33% increase for gold futuresA 36% increase for silver futuresA 25% increase for platinum futuresA 14% increase for palladium futures This is going into effect Monday Feb… pic.twitter.com/2TMNN88D9C — bob coleman (@profitsplusid) January 30, 2026 The CME officially confirmed …

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Nvidia reports nearly $32B in profit while inventory piles up, AR jumps, and cash flow lags at $24B. A blockbuster quarter masks sliding margins, recycled financing between tech giants

Giant jumps in $nvda inventory and AR levels 🚩🚩🚩 Huge discrepancy between net income declared of nearly $32B and operating cash flow of $24B Accounting stays creative pic.twitter.com/3JlYNbXqiS — 🏴‍☠️ (@calvinfroedge) November 19, 2025 Valuation is 10x forward sales and a lot of the sales are to related parties Good luck — 🏴‍☠️ (@calvinfroedge) November …

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Tariffs are squeezing margins. Recession and job loss squeezing consumers

That earnings report was garbage. Now it’s being exposed. https://t.co/xnDHuxUjwZ — QE Infinity (@StealthQE4) August 21, 2025 They need to hike very soon before this runs away from them. PPI and inflation expectations both lead CPI. Prices paid are still rising. Tariffs coming in gradually and will unanchor expectations further. Just remember that I was …

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Shiller PE near 40, Buffett indicator at 200 percent of GDP, and tariffs choke margins while consumer demand stalls

If consumer demand is frozen and margins are squeezed, are stocks about to fall? Data and full report here: https://t.co/pxYDtGgI1a pic.twitter.com/Lp3Bzo280Z — The Coastal Journal (@1CoastalJournal) August 20, 2025 Corporate bankruptcies are heading for a record high this year higher than any other down turn in US history Report link: https://t.co/pxYDtGgI1a pic.twitter.com/z0oWH6yzhp — The Coastal …

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Apparently with AI doing all the work it doesn’t boost margins.

Salesforce has 76,000 employees, so the fact they’re not cutting 30,000 of them means they are either very bad at managing themselves, or full of shit. Or both. $CRM https://t.co/K4v8ih98UK — Tobias Maximus (@tmaxftw) July 1, 2025 Apparently with AI doing all the work it doesn’t boost margins. pic.twitter.com/khJfn7ls0Q — Tobias Maximus (@tmaxftw) July 1, …

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Robinhood’s giving away Bitcoin, offering 5% cashback, and pushing sub-6% mortgages. User growth is up. Margins are bleeding.

Robinhood is growing fast and burning hotter. The company added 1.2 million funded accounts in Q1 2025, pushing its total to 26.4 million. Assets under custody hit $132 billion. Revenue climbed 34% year over year. But the cost of that growth is rising faster than the revenue it brings in. Customer acquisition is getting expensive. …

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Tariffs now acting like massive tax hike, 17.5% blended rate begins crushing consumer, business margins; Nearly 160 companies will lay off employees throughout June

After months of speculation about what duties will be implemented, we are finally starting to fully see the impact of tariff policies in the government cashflows data. Today the blended rate stands at around ~17.5%. pic.twitter.com/94MZRJOiFj — Bob Elliott (@BobEUnlimited) June 2, 2025 The treasury daily statement gives insight into the duties collected in pretty …

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Trump lashes Walmart over tariffs, tells them to eat the cost. Meanwhile, Walmart’s profit margins are 2%.

https://twitter.com/AIStockSavvy/status/1923753907928371687 https://twitter.com/PeterSchiff/status/1923795892009586741 https://twitter.com/DonMiami3/status/1923837906096910407 Spoken like a true communist: pic.twitter.com/2DF4Vwu5jl — QE Infinity (@StealthQE4) May 17, 2025 https://twitter.com/MacroEdgeRes/status/1923754278549602594 Trump took aim at Walmart again, this time telling the nation’s largest retailer to stop blaming tariffs for rising prices. The jab came quick, blunt, and loud. According to Trump, the company ought to absorb the costs of …

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Wall Street clings to nothing but talk Bull case rests on Washington surrender Earnings, margins, momentum all weakening

I just want to put this Bessent gem here on top of @MacroEdgeRes post since it makes such a good combination to print and frame https://t.co/FEf2aMHE20 pic.twitter.com/VIKqyT3mkd — JustDario 🏊‍♂️ (@DarioCpx) April 29, 2025 BREAKING: CEOs are telling their investment bankers that the impact of the tariffs will be known over the next 6 to …

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Analysts revise 2025 profit growth down to 9.4%, from 12.5% earlier. Bill Ackman warns: Tariffs trigger pain for small businesses, with gross margins plummeting 60%.

"For all of 2025, [analysts] see profits rising 9.4%, compared with a projection of 12.5% at the beginning of the year."@NKniazhevich pic.twitter.com/bArD2ic1wC — Daily Chartbook (@dailychartbook) April 9, 2025 DELTA CEO: GROWTH HAS ‘LARGELY STALLED’ WITH TRADE UNCERTAINTY || TAKING ACTION TO PROTECT MARGINS, CASH FLOW || TO REDUCE PLANNED CAPACITY GROWTH IN H2 TO …

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Cullen Roche explains why tariffs are hitting corporate margins and dragging down stocks

Cullen Roche brings an important point to the table: the stock market’s negative reaction to tariffs is rooted in one major factor—margins. It’s not just about political strategies; it’s about how tariffs directly impact corporate profits. Tariffs are essentially a fee paid by companies at the border, and they either have to absorb this cost …

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Double miss on earnings. 7% operating margins. 25% of $TSLA earnings came from a $1.5b investment? What the heck happened w the rest of their business?

25% of $TSLA earnings came from a $1.5b investment? What the heck happened w the rest of their business? — Kolby Smith (@Kolby_Smith) January 30, 2025 $TSLA 7% operating margins but it's not a car company OK MR MARKET LOL pic.twitter.com/GqkIcjyS36 —  Q-Cap  (@qcapital2020) January 29, 2025 $TSLA double miss on earnings. Could …

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Public transit as a multi-trillion-dollar business with huge margins? Sounds like televangelists asking minimum wage workers for donations.

So public transit is a multi-trillion biz with magnificent margins, yes (that’s essentially what he’s saying)? These people sound like 1990s televangelist pastors asking for $ on TV from minimum wage workers in the rust belt. https://t.co/9HeqGCbezM — Gordon Johnson (@GordonJohnson19) January 7, 2025 I have a question here, when a robotaxi is going to …

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Tesla faces first-ever sales stagnation; Q4 margins could plummet. Q1 sales forecast: -20%.

2/2 But the stock is being legally manipulated via weekly call option buying daily, so the “stock price bros” can ignore all that (for now). But that won’t last as the real biz crumbles. 2025E is the “year of the TSLA bear”. pic.twitter.com/emfKds5V9b — Gordon Johnson (@GordonJohnson19) January 4, 2025 You want to sell when …

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S&P 2025 earnings, margins dropping; The economic mess is 36 basis points away from starting…

S&P 500 2025 earnings and margins are starting to come down. #earnings #sp500 pic.twitter.com/B8YEVDsdpp — Michael J. Kramer (@MichaelMOTTCM) November 1, 2024 Supercore PCE back to 2.9% on a 3-month annualized rate. pic.twitter.com/PTAYPpZgk0 — Michael J. Kramer (@MichaelMOTTCM) October 31, 2024 And the economic mess is 36 basis points away from starting… https://t.co/OhmypgRcn3 pic.twitter.com/KpJkI4dAHD — …

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Chinese Refineries Go Bankrupt Amid Plummeting Margins

By Tsvetana Paraskova Slumping refining margins amid tepid fuel demand in China have already claimed victims among the refineries in the Shandong province, where two plants operated by chemicals giant Sinochem were declared bankrupt in recent days. Zhenghe Group Co and Shandong Huaxing Petrochemical Group Co were declared bankrupt after creditors failed to agree on …

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Marvell’s data center networking revenue falls, negative margins persist, with flat net revenue since 2021.

Revenue Declined Y/Y Price to sales ratio: 12.43x Negative margins for 5 years straight 40.25% of their revenue comes from Data centers Yet, net revenue is down since 2022. Flat since 2021 60B market cap 1B in Revenue Negative cash flow https://twitter.com/ClaytonS537144/status/1797312636352451013 https://twitter.com/ClaytonS537144/status/1797318530872025551

US faces record drug shortages, reaching 323 meds, due to profit margins and supply chain fragility.

US drug shortages reach record high with 323 meds now in short supply. “There are myriad reasons for the hundreds of drug shortages now facing doctors and patients, many of which remain unclear. But, as Ars has reported before, the root cause of shortages of low-cost, off-patent generic drugs is well established. These drugs have razor-thin …

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We’re now into the margins that are too big for them to cheat.

"This is the biggest lead NBC has ever had in 16 polls for Donald Trump over Joe Biden." pic.twitter.com/QPZF9koFbr — MAGA War Room (@MAGAIncWarRoom) February 4, 2024 our DEMOCRAT LEADERS never want us to TAKE RESPONSIBILITY for ourselves… they DEFLECT, DISTRACT, and DEVIATE attention away from the TRUE source of our PROBLEMS – j pic.twitter.com/PYoeSBWcnS …

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