What Couche-Tard and Lightspeed Are Telling Us About Consumers

Published 2025-03-27, 08:32 a/m

In this episode of the Canadian Investor Podcast, Dan and I start by discussing Lightspeed’s (TSX:LSPD) puzzling revenue guidance downgrade ahead of its capital markets day and why it raises more questions than answers.

We also cover Tesla’s (NASDAQ:TSLA) steep sales decline in Europe and the mounting brand backlash surrounding Elon Musk. Couche-Tard’s (TSX:ATD) latest results are in—with mixed signals across geographies—and Nike (NYSE:NKE) shares tumble after ugly guidance and worsening fundamentals.

Finally, FedEx (NYSE:FDX) continues to make progress on cost-cutting, but persistent economic weakness has forced yet another revenue downgrade.

Original Podcast

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