What's moving through the market this week, and what it means the moment you sit down across the table. Published first on LinkedIn by Matt Geddie.
The Federal Reserve raised rates to 4.00% on September 16. On a $12 million contract with 90-day terms, waiting to be paid now costs close to $986,000.
Read the breakdownBuyer pushback reads as lost goodwill, so teams buy it back with promotional funding that becomes the new baseline. Hostility in the room is a tactic, not a verdict on the relationship.
Read the breakdownA $20 million commitment in exchange for 10% off and 90-day terms means floating $200,000 before a single dollar arrives. Model the working capital before you answer, not after.
Read the breakdownDuties of 15%, 25% and 50% on more than 700 U.S. products took effect September 8. The first supplier reply sets the position for every pass-through conversation that follows.
Read the breakdownA $1.2 billion recovery plan is also a public disclosure: this supplier must win back North America inside two years. Buyers read annual reports too.
Read the breakdownU.S. retail revenue grew 1.0% in July while units fell 2.0%. If the first question your team asks a buyer is "how much," the event is already agreed.
Read the breakdownU.S. comps grew 9.0% in August and digitally enabled comps grew 17.9%. Digital carries different economics, and the buyer already knows it.
Read the breakdownNIQ says the $1.1 trillion U.S. consumer goods market is splitting toward premium and value. Most teams will read that as a portfolio problem. It is a negotiation problem first.
Read the breakdown