Macro Bites series: Real-time economic insights

About the Macro Bites video series

In this video series, EY-Parthenon Chief Economist Gregory Daco joins other EY leaders to zoom in on the macroeconomic factors that shape how CEOs set their strategic plans, while also diving into sector-specific and cross-sector insights.

Photographic portrait of Greg Daco

Gregory Daco

EY-Parthenon Chief Economist, Strategy and Transactions,
Ernst & Young LLP

September 26, 2025

In this episode of Macro Bites, EY-Parthenon Chief Economist Greg Daco and EY-Parthenon Americas Retail Sector Leader Will Auchincloss discuss the economic pressures impacting the retail sector and the need for retailers to adopt long-term strategies, enhance consumer loyalty and leverage AI for productivity.

Key takeaways:

Retail companies may soon feel the economic pinch between higher costs from tariffs and slower sales volumes.
With labor conditions softening and inflation reaccelerating, consumers are being more judicious with their outlays.
Retailer strategies should focus on driving sales by optimizing pricing, customer loyalty and product assortment and increasing productivity by embedding AI in operations.

Hosted by:

Gregory Daco

EY-Parthenon Chief Economist, Strategy and Transactions,
Ernst & Young LLP

With guest:

Will Auchincloss

EY-Parthenon Americas Retail Sector Leader

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