Inflation and tariffs might scare shoppers. Have they scared CEOs? - MarketWatch

1. Consumer confidence is declining due to tariffs and high prices. 2. BBY and Target warn tariffs could hurt profits and consumer spending. 3. 76% of S&P 500 companies beat earnings estimates, above historical averages. 4. Economists worry tariffs could force companies to raise prices. 5. Executives are uncertain about economic conditions and consumer patterns.