{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"OFFBounds Retail","title":"92. Tariffs and US Holiday Season 2025 with Richard Kestenbaum","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/6f4fdbcf\"></iframe>","width":"100%","height":180,"duration":1942,"description":"In this episode, Paula Macaggi sits down with Richard Kestenbaum, Partner at Triangle Capital, and Forbes contributor, to break down what’s really shaping the 2025 holiday season. From tariffs and inflation to shifting consumer confidence and cautious spending, Richard shares his perspective on why “flat is the new up,” how retailers can navigate uncertainty, and what signals in M&A reveal about the health of the retail industry heading into 2026.Check Richard's full article hereSee here KPMG's tariffs report","thumbnail_url":"https://img.transistorcdn.com/G1kXA1YY6rDhdI2X9R-Tc5s2547L2IPk90UAKLpcFOU/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zOTAy/YTZiMzM5OTZiM2E4/OGI5YTY0OWI5MzFk/ODJiNC5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}