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Bogdan Toma

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The 'golden quarter' is critical to annual profitability for many non-food, and some grocery retailers. This year, competition for fewer and smaller baskets could be particularly intense, pressuring retailer margins from an already challenged starting point.

Bogdan Toma · said 2026-09-16 · reported 2026-09-16

Toma said the golden quarter is critical to annual profitability for many retailers and that competition for fewer and smaller baskets could pressure margins.

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an uncertain 'golden quarter' for consumers and retailers.

Bogdan Toma · said 2026-09-16 · reported 2026-09-16

Toma said in an emailed note that gasoline prices at their highest level in nearly four years could signal an uncertain golden quarter for consumers and retailers.

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With households absorbing back-to-school costs and facing the possibility of higher interest rates, demand heading into the fourth quarter may remain subdued,

Bogdan Toma · said 2026-09-16 · reported 2026-09-16

Toma said demand heading into the fourth quarter may remain subdued as households absorb back-to-school costs and face the possibility of higher interest rates.

verbatim, matched to source CNBC
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