How Retailers Are Coping With Cautious Consumers

零售商如何应对谨慎的消费者

WSJ What’s News

2026-02-12

13 分钟
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A.M. Edition for Feb. 12. The GOP-led House rejects President Trump's Canada tariffs, but backs him up on his voter-ID push. Plus, Elon Musk announces a shakeup at xAI as it merges with SpaceX. And WSJ’s Aimee Look and CI&T’s Melissa Minkow discuss how years of rising prices have left consumers increasingly cost-conscious – a trend clearly on display in recent retail earnings. Luke Vargas hosts. Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • The GOP-led House rejects President Trump's Canada tariffs but backs him up on his voter ID push.

  • Plus,

  • Elon Musk announces a shake-up at XAI

  • as it merges with SpaceX and will look at how cautious consumers are reshaping retail.

  • Even though this consumer continues to be very aware of how expensive items are becoming,

  • it's not necessarily meaning they'll pull all the way back.

  • It's just meaning that as a retailer, you have to fight harder for them.

  • You have to bring your A game.

  • It's Thursday, February 12th.

  • I'm Luke Vargas for The Wall Street Journal, and here is the AM edition of What's News,

  • the top headlines and business stories moving your world today.

  • Six House Republicans have joined Democrats in rejecting President Trump's tariffs on Canada.

  • Immediately after the vote,

  • Trump said that Republicans who broke rank would suffer the consequences come election time.

  • Oh, at least one of them, Colorado's Jeff Hurd, said he was comfortable with his decision.

  • Here he was speaking to CNN.

  • Can I say this is somebody that supports the president's agenda of on-shoring,

  • reshoring, manufacturing?

  • He's absolutely right.

  • There's a lot that we need to be doing or a lot of trade.