<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA[G2 Weather Intelligence]]></title><description><![CDATA[G2 Weather Intelligence translates weather into decision-ready financial insight for investors and executives focused on U.S. retail and restaurants.]]></description><link>https://www.g2weather.com</link><image><url>https://substackcdn.com/image/fetch/$s_!MuCO!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F081d9cbd-c583-481e-8a85-e273931ceb4c_500x500.png</url><title>G2 Weather Intelligence</title><link>https://www.g2weather.com</link></image><generator>Substack</generator><lastBuildDate>Wed, 01 Jul 2026 12:17:28 GMT</lastBuildDate><atom:link href="https://www.g2weather.com/feed" rel="self" type="application/rss+xml"/><copyright><![CDATA[Paul Walsh]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[paulewalsh@substack.com]]></webMaster><itunes:owner><itunes:email><![CDATA[paulewalsh@substack.com]]></itunes:email><itunes:name><![CDATA[Paul Walsh]]></itunes:name></itunes:owner><itunes:author><![CDATA[Paul Walsh]]></itunes:author><googleplay:owner><![CDATA[paulewalsh@substack.com]]></googleplay:owner><googleplay:email><![CDATA[paulewalsh@substack.com]]></googleplay:email><googleplay:author><![CDATA[Paul Walsh]]></googleplay:author><itunes:block><![CDATA[Yes]]></itunes:block><item><title><![CDATA[Dome of Doom? ]]></title><description><![CDATA[When the forecast becomes a public health event &#8212; and a retail demand signal simultaneously.]]></description><link>https://www.g2weather.com/p/dome-of-doom</link><guid isPermaLink="false">https://www.g2weather.com/p/dome-of-doom</guid><dc:creator><![CDATA[Paul Walsh]]></dc:creator><pubDate>Tue, 30 Jun 2026 12:56:28 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!cHRS!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1f771d4d-4ca4-4d31-a943-0e3a2130395a_1094x874.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>We&#8217;re taking the grandkids to a Phillies game on July 2nd. They&#8217;re 6 and 4. It&#8217;s Kids Run the Bases Day &#8212; sponsored by (you can&#8217;t make this up) Nemours Children&#8217;s Health. </p><p>The forecast high at Citizens Bank Park: 104 degrees. (!)</p><div class="captioned-image-container"><figure><a class="image-link image2" target="_blank" href="https://substackcdn.com/image/fetch/$s_!M2U-!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F140a9dcf-66d4-40a5-9dec-971be035750c_2060x450.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!M2U-!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F140a9dcf-66d4-40a5-9dec-971be035750c_2060x450.png 424w, https://substackcdn.com/image/fetch/$s_!M2U-!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F140a9dcf-66d4-40a5-9dec-971be035750c_2060x450.png 848w, https://substackcdn.com/image/fetch/$s_!M2U-!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F140a9dcf-66d4-40a5-9dec-971be035750c_2060x450.png 1272w, https://substackcdn.com/image/fetch/$s_!M2U-!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F140a9dcf-66d4-40a5-9dec-971be035750c_2060x450.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!M2U-!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F140a9dcf-66d4-40a5-9dec-971be035750c_2060x450.png" width="1456" height="318" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/140a9dcf-66d4-40a5-9dec-971be035750c_2060x450.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:318,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:88698,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.g2weather.com/i/203828623?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F140a9dcf-66d4-40a5-9dec-971be035750c_2060x450.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!M2U-!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F140a9dcf-66d4-40a5-9dec-971be035750c_2060x450.png 424w, https://substackcdn.com/image/fetch/$s_!M2U-!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F140a9dcf-66d4-40a5-9dec-971be035750c_2060x450.png 848w, https://substackcdn.com/image/fetch/$s_!M2U-!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F140a9dcf-66d4-40a5-9dec-971be035750c_2060x450.png 1272w, https://substackcdn.com/image/fetch/$s_!M2U-!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F140a9dcf-66d4-40a5-9dec-971be035750c_2060x450.png 1456w" sizes="100vw" fetchpriority="high"></picture><div></div></div></a><figcaption class="image-caption">Source: <a href="https://weather.com/weather/today/l/4e4a755076de69095bda5a72128db7229ca5e01b3a239a2012e42337db597651">weather.com</a></figcaption></figure></div><p>We&#8217;ve already purchased hand fans and cooling towels and are hoping the forecast isn&#8217;t as dire as it looks. But I&#8217;ve spent more than thirty years in the weather forecasting business, and the signal has been unambiguous and persistent for the last week &#8212; it&#8217;s going to be a Fourth of July scorcher.</p><p>And this is not a one-day event. The 8-14 day outlook extends the above-normal signal through July 13th</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!LKye!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F993c615c-cbcb-4a64-9b64-6495bb4a4b45_1024x1024.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!LKye!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F993c615c-cbcb-4a64-9b64-6495bb4a4b45_1024x1024.png 424w, https://substackcdn.com/image/fetch/$s_!LKye!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F993c615c-cbcb-4a64-9b64-6495bb4a4b45_1024x1024.png 848w, https://substackcdn.com/image/fetch/$s_!LKye!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F993c615c-cbcb-4a64-9b64-6495bb4a4b45_1024x1024.png 1272w, https://substackcdn.com/image/fetch/$s_!LKye!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F993c615c-cbcb-4a64-9b64-6495bb4a4b45_1024x1024.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!LKye!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F993c615c-cbcb-4a64-9b64-6495bb4a4b45_1024x1024.png" width="1024" height="1024" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/993c615c-cbcb-4a64-9b64-6495bb4a4b45_1024x1024.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1024,&quot;width&quot;:1024,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:994498,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://www.g2weather.com/i/203828623?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff34d8243-39fd-4374-be06-4e76e93f2ab4_1024x1024.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!LKye!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F993c615c-cbcb-4a64-9b64-6495bb4a4b45_1024x1024.png 424w, https://substackcdn.com/image/fetch/$s_!LKye!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F993c615c-cbcb-4a64-9b64-6495bb4a4b45_1024x1024.png 848w, https://substackcdn.com/image/fetch/$s_!LKye!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F993c615c-cbcb-4a64-9b64-6495bb4a4b45_1024x1024.png 1272w, https://substackcdn.com/image/fetch/$s_!LKye!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F993c615c-cbcb-4a64-9b64-6495bb4a4b45_1024x1024.png 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Source: <a href="https://www.cpc.ncep.noaa.gov/products/predictions/814day/index.php">NOAA</a></figcaption></figure></div><div><hr></div><h4><strong>The Health Story Comes First</strong></h4><p>A 104-degree day at a baseball stadium is uncomfortable for a healthy adult. For an elderly person without air conditioning, a very young child, or someone with a chronic health condition, it can be life-threatening.</p><p>Last summer&#8217;s heat events killed 19 New Yorkers in four days. Most died at home, without air conditioning. The NYC Health Department estimates approximately 500 New Yorkers die from heat-related causes every year &#8212; the vast majority quietly, without making the news cycle. NYC experienced four separate heat waves last summer, finishing 2025 as its second-hottest summer on record.</p><p>Western Europe is already there. Multiple countries issued red alerts &#8212; warnings of &#8220;a risk to life for even the healthy population&#8221; &#8212; as temperatures exceeded 104 degrees Fahrenheit across France, Germany, Switzerland, and Italy. French nuclear power plants cut output by approximately 7% of total demand as high temperatures limited access to cooling water. Rail networks, schools, and working hours were disrupted across the continent.</p><p>The same forecast system that is showing 104 degrees at Citizens Bank Park on July 2nd showed those European temperatures weeks in advance. The question is never whether the signal is visible. It is whether the systems are in place to act on it before the emergency room fills up.</p><div><hr></div><h4><strong>AI-First Health Resilience &#8212; At the Speed of a Heat Wave</strong></h4><p>This is exactly the problem that <a href="https://www.eraas-health.com/eraas-in-action/">ERaaS Health</a> is built to address. I serve as an advisor to the company, founded by <a href="https://www.linkedin.com/in/samratkulkarni/">Samrat Kulkarni</a>. ERaaS develops AI-first health intervention tools specifically targeting heat-related illness and mortality risk &#8212; working with health insurance companies to identify at-risk members before a heat emergency peaks and intervene proactively.</p><p>During last summer&#8217;s heat events, ERaaS demonstrated what prevention looks like at the speed of a forecast. The system moved from data to proactive intervention in under 24 hours &#8212; identifying at-risk members, initiating outreach through an AI agent, and surfacing escalations to health plan care teams for wellness checks, cooling center referrals, and emergency interventions.  </p><p>The results among engaged members: a 47% reduction in ER and inpatient admissions. Nine out of ten member call satisfaction. A 5-to-1 estimated return on investment.</p><p>As heat events become more frequent and more severe, the ability to move at the speed of the forecast &#8212; not the speed of the emergency room &#8212; is what separates a preventable death from a statistic.</p><div><hr></div><h4><strong>Investors Are Paying Attention </strong></h4><p>The financial markets are beginning to price what the forecast has been signaling for years.</p><p>CNBC <a href="https://www.cnbc.com/2026/06/27/europe-heatwave-uk-temperature-el-nino-invest.html">reported </a>last week that investors are actively rethinking portfolio positioning in response to the European heat wave. Stephanie Niven, co-portfolio manager of the Global Sustainable Equity strategy at Ninety One, told CNBC that her team views the rise in extreme weather as &#8220;a structural growth opportunity&#8221; &#8212; seeking companies with products and solutions that &#8220;lean into helping people respond and build resilience in a challenging time.&#8221;</p><div class="pullquote"><p><strong>See: <a href="https://www.cnbc.com">Investors eye heat wave winners as scorching temperatures grip Europe &#8212; CNBC</a></strong></p></div><p>Her fund&#8217;s holdings include insurers such as Aon and Intact Financial &#8212; companies that are building more sophisticated climate modeling into their risk systems. And cooling and refrigeration manufacturers like Trane Technologies, which makes the physical infrastructure that keeps people alive during extreme heat.</p><p>Morningstar&#8217;s chief equity strategist Michael Field identified Johnson Controls and Siemens as major beneficiaries &#8212; both operate in the HVAC space where commercial heat pumps that double as cooling devices are seeing structural demand growth. UBS noted that the European heat wave has already pushed spot power prices higher as aging electrical infrastructure struggled to cope with surging cooling demand &#8212; identifying ABB, Schneider Electric, and Siemens as key beneficiaries of the grid modernization investment that follows.</p><p>The investment thesis is converging on the same signal the weather forecast has been delivering for weeks: extreme heat is no longer a tail risk. It is a structural condition that requires structural solutions.</p><p>ERaaS Health is one of those solutions &#8212; at the intersection of AI, health insurance, and climate resilience. The market is beginning to understand what that&#8217;s worth.</p><div><hr></div><h4><strong>What the Heat Means for Consumer Demand</strong></h4><p>For retailers, the Fourth of July heat signal is the demand catalyst that the first three weeks of June didn&#8217;t deliver.</p><p>Cooling categories are the immediate beneficiary &#8212; air conditioners, fans, portable cooling units. The current signal is strong enough to drive meaningful category lift across the Eastern US through July 13th.</p><p>Home center retail is where the weather impact is most apparent in July. The same heat that suppresses outdoor project activity in the short term drives purchases of cooling equipment, irrigation, and lawn recovery as consumers respond to the stress on their homes, yards, and vehicles.</p><p>One important caveat: electricity prices are elevated &#8212; driven by the Iran conflict and structural demand from AI data centers competing for the same grid capacity. </p><p>A heat wave that drives around-the-clock air conditioning use is not just a demand driver for cooling products. It is a direct wallet squeeze on an already financially stressed consumer. Every dollar going to the electricity bill is a dollar not going to discretionary retail.</p><p>Heat plus high electricity costs is a consumer squeeze, not a clean demand driver.</p><div><hr></div><h4><strong>Why the Heat Moderates in the Second Half of July</strong></h4><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!gz-F!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdf95ed15-24db-4846-886a-9c006bc968b9_1242x588.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!gz-F!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdf95ed15-24db-4846-886a-9c006bc968b9_1242x588.png 424w, https://substackcdn.com/image/fetch/$s_!gz-F!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdf95ed15-24db-4846-886a-9c006bc968b9_1242x588.png 848w, https://substackcdn.com/image/fetch/$s_!gz-F!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdf95ed15-24db-4846-886a-9c006bc968b9_1242x588.png 1272w, https://substackcdn.com/image/fetch/$s_!gz-F!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdf95ed15-24db-4846-886a-9c006bc968b9_1242x588.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!gz-F!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdf95ed15-24db-4846-886a-9c006bc968b9_1242x588.png" width="1242" height="588" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/df95ed15-24db-4846-886a-9c006bc968b9_1242x588.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:588,&quot;width&quot;:1242,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:317808,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://www.g2weather.com/i/203828623?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F38caedf1-1901-4f39-9012-3e1b220a5c96_1242x588.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!gz-F!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdf95ed15-24db-4846-886a-9c006bc968b9_1242x588.png 424w, https://substackcdn.com/image/fetch/$s_!gz-F!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdf95ed15-24db-4846-886a-9c006bc968b9_1242x588.png 848w, https://substackcdn.com/image/fetch/$s_!gz-F!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdf95ed15-24db-4846-886a-9c006bc968b9_1242x588.png 1272w, https://substackcdn.com/image/fetch/$s_!gz-F!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdf95ed15-24db-4846-886a-9c006bc968b9_1242x588.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Source: <a href="https://www.cpc.ncep.noaa.gov/products/predictions/WK34/">NOAA</a></figcaption></figure></div><p>The forecasters at NOAA&#8217;s Climate Prediction Center explain the science in their weekly technical discussion. </p><p>Here&#8217;s the plain-language version &#8212; </p><p>Two large-scale weather patterns are competing for control of the US atmosphere in mid-July. A ridge of high pressure &#8212; a dome of warm sinking air &#8212; is building strongly over the Western US. That is what keeps the West hot. </p><p>To the east, a trough &#8212; a dip in the upper-level wind pattern that allows cooler air to push southward &#8212; is expected to develop near the Great Lakes. That trough moderates heat in the Central and Eastern US during the second half of July.</p><p>The western ridge is clear across all forecast models &#8212; high confidence. The eastern trough is where the uncertainty lives. The models disagree on exactly where it sets up and how deep it goes. When models disagree at two to three weeks&#8217; range, NOAA&#8217;s forecasters hedge &#8212; which is why the Central Plains and Great Lakes show Equal Chances in the Week 3-4 outlook rather than a strong temperature signal.</p><p>The same trough that moderates the heat also generates precipitation. Troughs are associated with rising air, clouds, and storm systems. The above-normal precipitation signal returning to the Northeast and Mid-Atlantic in the second half of July is a direct consequence of the troughing pattern expected to develop over the Great Lakes.</p><p>The bottom line: the Fourth of July heat event is real and building. The atmospheric setup driving it is not forecast to persist through mid-July. One strong demand week does not replicate last summer&#8217;s sustained heat pattern. The second half of July looks more like a normal summer &#8212; and normal after last July&#8217;s historic heat is a headwind, not a tailwind.</p><div><hr></div><h4><strong>The G2 Weather Intelligence Signal</strong></h4><p>The Fourth of July window is delivering what the forecast promised weeks ago. Cooling categories and home center retail stand to benefit from a strong heat signal across the Eastern US through July 13th.</p><p>Watch the precipitation outlook as the holiday weekend comes into the short-range forecast. Rain is the swing variable &#8212; and the Week 3-4 maps show it returning to the Northeast and Mid-Atlantic in the back half of the month.</p><p>One more thing: I&#8217;ll report back on the hand fans and cooling fans. Wish us luck. </p><p>&#169; 2026 G2 Weather Intelligence. All rights reserved.</p>]]></content:encoded></item><item><title><![CDATA[From Desert Storm to Duracell: What Military Weather Intelligence Taught Me About Marketing]]></title><description><![CDATA[Why the weather forecast &#8212; not the calendar &#8212; should drive your marketing activation.]]></description><link>https://www.g2weather.com/p/from-desert-storm-to-duracell-what</link><guid isPermaLink="false">https://www.g2weather.com/p/from-desert-storm-to-duracell-what</guid><dc:creator><![CDATA[Paul Walsh]]></dc:creator><pubDate>Thu, 25 Jun 2026 17:42:04 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!nL8r!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F11336f7e-df88-465b-8b7a-f72d4ad1932c_961x708.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p><em>This is the fourth post in the G2 Weather Intelligence Brainstorm series on building an integrated retail weather strategy.</em></p><div class="callout-block" data-callout="true"><p><em>Post 1 &#8212; <a href="https://www.g2weather.com/p/how-to-use-noaa-data-to-build-a-weather">How to Use NOAA Data to Build a Weather-Adjusted Seasonal Plan</a></em><br><em>Post 2 &#8212; <a href="https://www.g2weather.com/p/weather-optimized-demand-forecasting">Weather-Optimized Demand Forecasting Could Recover Billions in Lost Margin</a></em><br><em>Post 3 &#8212; <a href="https://www.g2weather.com/p/your-markdown-system-doesnt-see-the">Your Markdown System Doesn&#8217;t See the Weather Coming</a></em></p></div><p><em>One analytics foundation powers it all. </em></p><p><em>The weather-to-demand relationships established in seasonal planning &#8212; the historical correlations between temperature, precipitation, geography, and consumer behavior &#8212; are the same relationships that inform demand forecasting, inventory distribution, markdown pricing, and marketing activation. Build the analytics layer once. Every function draws from it.</em></p><p><em>The sum is far greater than the parts. </em></p><p><em>A retailer running weather-optimized marketing on top of weather-optimized inventory is compounding the signal. The demand is there because the forecast predicted it. The inventory is there because the distribution responded to it. The consumer shows up because the marketing was activated at exactly the right moment. That is the integrated system. That is the competitive advantage.</em></p><div><hr></div><h4><strong>Fort Campbell, Kentucky. Early 1990s.</strong></h4><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!nL8r!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F11336f7e-df88-465b-8b7a-f72d4ad1932c_961x708.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!nL8r!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F11336f7e-df88-465b-8b7a-f72d4ad1932c_961x708.png 424w, https://substackcdn.com/image/fetch/$s_!nL8r!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F11336f7e-df88-465b-8b7a-f72d4ad1932c_961x708.png 848w, https://substackcdn.com/image/fetch/$s_!nL8r!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F11336f7e-df88-465b-8b7a-f72d4ad1932c_961x708.png 1272w, https://substackcdn.com/image/fetch/$s_!nL8r!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F11336f7e-df88-465b-8b7a-f72d4ad1932c_961x708.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!nL8r!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F11336f7e-df88-465b-8b7a-f72d4ad1932c_961x708.png" width="961" height="708" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/11336f7e-df88-465b-8b7a-f72d4ad1932c_961x708.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:708,&quot;width&quot;:961,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:1092237,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.g2weather.com/i/203532150?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F11336f7e-df88-465b-8b7a-f72d4ad1932c_961x708.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!nL8r!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F11336f7e-df88-465b-8b7a-f72d4ad1932c_961x708.png 424w, https://substackcdn.com/image/fetch/$s_!nL8r!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F11336f7e-df88-465b-8b7a-f72d4ad1932c_961x708.png 848w, https://substackcdn.com/image/fetch/$s_!nL8r!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F11336f7e-df88-465b-8b7a-f72d4ad1932c_961x708.png 1272w, https://substackcdn.com/image/fetch/$s_!nL8r!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F11336f7e-df88-465b-8b7a-f72d4ad1932c_961x708.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Image Source: G2 Weather Intelligence</figcaption></figure></div><p>We had just returned from Operation Desert Storm &#8212; one of the most decisive military victories in American history. One hundred hours of ground combat. Coalition forces overwhelmed a battle-hardened Iraqi army with precision and speed the world had never seen.</p><p>I was the weather operations chief at Fort Campbell, Kentucky &#8212; deployed alongside the 101st Airborne Division, the 5th Special Forces Group, and the 160th Special Operations Aviation Regiment. The Night Stalkers.</p><div class="callout-block" data-callout="true"><p><strong>Also see: <a href="https://www.g2weather.com/p/veterans-day-where-g2-weather-intelligence">How Desert Storm reshaped my understanding of weather, risk, and decision-making.</a> </strong></p><ul><li><p><span>My original account of Detachment 9, </span><a href="https://usafunithistory.com/PDF/1000/1690%20WEATHER%20GP.pdf">1690th Weather Group </a><span>(Provisional)&#8212;the Air Force weather team embedded with the 101st Airborne during Desert Shield and Desert Storm.</span></p></li><li><p>A record of service and of innovation when the stakes were real. And it marks the beginning of a mission I&#8217;ve been pursuing ever since.</p></li></ul></div><p>If you know the US Army, you know what that means. These are not ordinary units. They&#8217;re among the most elite combat units in the American military &#8212; the ones that go first, go deep, and go where no one else can. The tip of the spear. Literally.</p><p>Our customers didn&#8217;t ask about the weather out of curiosity. They asked because lives depended on the answer. Go or no-go. Route selection. Insertion timing. The difference between a successful mission and a catastrophic one could be a single weather decision made hours in advance with incomplete information. We provided the intelligence. The warfighters made the call.</p><p>Back at Fort Campbell, in those days &#8212; before the internet, before digital everything &#8212; the weather station was still powered by teletype machines for data and fax machines for weather maps. It was all paper.</p><p>The only full-color satellite and radar loops we had came from The Weather Channel, on the TV mounted above the forecast counter. Functional between commercial breaks and, of course, Weather on the 8s.</p><p>The same Weather Channel that, twenty years later, would hire me to help transform it from a media company into a data and analytics platform.</p><p>I never imagined that one day I&#8217;d work there. But the question that Desert Storm planted never left me: What is weather intelligence actually worth if it doesn&#8217;t improve operational outcomes?</p><p>In 2011, The Weather Channel Company hired me to find out.</p><div><hr></div><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!Cl7d!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb544366a-69f6-4a03-9993-bbbbdd63767e_712x447.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!Cl7d!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb544366a-69f6-4a03-9993-bbbbdd63767e_712x447.png 424w, https://substackcdn.com/image/fetch/$s_!Cl7d!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb544366a-69f6-4a03-9993-bbbbdd63767e_712x447.png 848w, https://substackcdn.com/image/fetch/$s_!Cl7d!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb544366a-69f6-4a03-9993-bbbbdd63767e_712x447.png 1272w, https://substackcdn.com/image/fetch/$s_!Cl7d!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb544366a-69f6-4a03-9993-bbbbdd63767e_712x447.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!Cl7d!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb544366a-69f6-4a03-9993-bbbbdd63767e_712x447.png" width="712" height="447" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/b544366a-69f6-4a03-9993-bbbbdd63767e_712x447.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:447,&quot;width&quot;:712,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:430553,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://www.g2weather.com/i/203532150?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4de134c8-576c-42bc-9284-25a636331e36_722x449.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" title="" srcset="https://substackcdn.com/image/fetch/$s_!Cl7d!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb544366a-69f6-4a03-9993-bbbbdd63767e_712x447.png 424w, https://substackcdn.com/image/fetch/$s_!Cl7d!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb544366a-69f6-4a03-9993-bbbbdd63767e_712x447.png 848w, https://substackcdn.com/image/fetch/$s_!Cl7d!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb544366a-69f6-4a03-9993-bbbbdd63767e_712x447.png 1272w, https://substackcdn.com/image/fetch/$s_!Cl7d!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb544366a-69f6-4a03-9993-bbbbdd63767e_712x447.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><div><hr></div><blockquote><p>Paul Walsh, a former meteorologist with the U.S. Air Force who spent a little more than a decade in the private sector helping companies predict how weather patterns might affect their businesses, was tapped as the cable network&#8217;s vp of weather analytics. In the newly created role, Walsh will head up a nascent initiative to sell highly targeted weather predictions to the channel&#8217;s advertisers.</p><p>Source: <a href="https://www.adweek.com/brand-marketing/blustery-chance-down-parkas-137384/">ADWEEK </a></p></blockquote><div><hr></div><h4><strong>The Mission</strong></h4><p>My mandate in 2011 was to lead the development of a Weather Analytics function &#8212; and, with it, the transformation of The Weather Channel Company from a media company with data to a data-and-analytics company that was also a media company.</p><p>That distinction matters. A media company with data uses weather to attract an audience. A data and analytics company uses weather to change how businesses make decisions. </p><p>The forecast wasn&#8217;t the product. What you could do with it was the product.</p><div><hr></div><h4><strong>Tampa, 2012</strong></h4><p>Not quite a year into the role, we ran our first live test of what would eventually become a new ad targeting system called WEATHERfx.</p><p>The Republican National Convention was about to begin in Tampa, and inside the newsroom, there was growing concern that a tropical system (nascent <a href="https://en.wikipedia.org/wiki/Hurricane_Isaac_(2012)">Hurricane Issac</a>) developing in the Gulf could disrupt the event. </p><p>Producers were preparing contingency plans. Talent was standing by. If confidence in Tampa's potential impact increased, they would send an on-air team into the city days before landfall.</p><p>One of our first advertising partners was Duracell. Instead of waiting for the National Weather Service to issue official warnings, we asked a different question: what if we used the forecast &#8212; not the weather itself &#8212; to decide when to begin advertising?</p><p>As confidence increased that Tampa could be affected, we triggered the Duracell campaign days before official warnings were issued. Consumers hadn&#8217;t started preparing yet &#8212; but they would. Batteries would be one of the first things they bought when they did.</p><p>The campaign dramatically outperformed expectations and, as I recall, led to a significantly larger Duracell commitment going forward.</p><p>But the bigger lesson wasn&#8217;t about batteries. We hadn&#8217;t just run a better ad. We&#8217;d answered a question that most marketing organizations never ask: when is the consumer most likely to need this product &#8212; and how far in advance can we see it coming?</p><p>Weather wasn&#8217;t just something to forecast. It was a marketing signal.</p><div><hr></div><h4><strong>The Four Questions Every Company Is Trying to Answer</strong></h4><p>Every retailer, brand, and consumer-facing business is trying to answer the same four questions &#8212; usually independently, rarely simultaneously.</p><p><strong>How much do I need?</strong> Seasonal planning. The weather predicts demand deviation from baseline before the season begins. The seasonal buy is a fixed decision &#8212; but it should be a probability-weighted one, informed by the best available long-range forecast at the time of the buy. Get this wrong and every downstream decision is fighting an uphill battle.</p><p><strong>Where should I put it?</strong> Distribution. The right inventory in the right stores at the right time. A heat signal building in the Northeast is a reallocation trigger for cooling categories &#8212; before the heat arrives, not after.</p><p><strong>What should I charge for it?</strong> Markdown pricing. The same weather signal that drove the inventory decision should inform the pricing decision. </p><ul><li><p>A cool April with a <em>warm pattern</em> building in the 10-day forecast is a hold-the-markdown signal for spring apparel &#8212; the demand is coming, don't surrender the margin early. </p></li><li><p>A cool April with <em>no recovery</em> in the forecast is a mark-it-down signal &#8212; move the inventory before the season closes. The consumer's price sensitivity shifts with the weather. The pricing model has to see the same forecast as the inventory model.</p></li></ul><p><strong>When should I tell customers &#8212; and what should I say?</strong> Marketing activation and creative are two sides of the same decision, and the weather signal drives both.</p><p><em>Timing first</em>. Don&#8217;t advertise umbrellas after it starts raining. Activate when forecast confidence crosses the threshold that drives consumer preparation behavior. The Duracell campaign worked because we acted on the forecast &#8212; not the event. By the time the NWS issued warnings, every competitor was running the same message. We were already three days ahead.</p><p><em>Message second</em>. Cold weather, heat wave, storm prep, backyard weekend, holiday travel &#8212; different context, different mindset, different message. </p><p>A consumer in Boston during a heat wave and a consumer in Phoenix during the same event have completely different baseline experiences. The Boston consumer is caught off guard. The Phoenix consumer is in their normal summer. </p><p>Same temperature signal. Completely different creative brief. The forecast tells you when to activate. The weather regime tells you what to say. Both inputs come from the same signal.</p><div><hr></div><h4><strong>The Big Idea</strong></h4><p>None of these decisions should happen independently.</p><p>A markdown system that doesn&#8217;t see the same forecast as the marketing team is working against itself. A marketing campaign that activates on a calendar date while the inventory system is responding to a weather signal is firing blind. A demand forecast that updates weekly while the promotional calendar updates monthly is leaving money on the table.</p><p>The weather signal connects all four. Inventory. Distribution. Pricing. Marketing. One signal. One system. Every function responds to the same forecast at the same time.</p><p>That signal today is the weather. Tomorrow, it&#8217;ll be AI-generated demand intelligence that incorporates weather and a dozen other real-time variables. The principle remains exactly the same: the value isn&#8217;t in having better data. It&#8217;s in getting every function to act on the same data at the right time.</p><div><hr></div><h4><strong>The Research Confirms It</strong></h4><p>Two studies make the case &#8212; one from academia, one from the organization I helped build.</p><p>A <a href="https://pubsonline.informs.org/doi/10.1287/mksc.2017.1044">peer-reviewed study</a> published in the INFORMS journal <em>Marketing Science</em> &#8212; drawing on field experiment data from over six million mobile users across 344 cities &#8212; found that consumer response to mobile promotions was 1.2 times higher and 73% faster in sunny weather than in cloudy weather. </p><p>More importantly, people responded especially well when actual weather was better than forecast &#8212; reinforcing that forecast context matters more than current conditions. You are not marketing to the weather. You are marketing to the consumer&#8217;s expectation of the weather.</p><p>In 2025, <a href="https://www.weathercompany.com/about-us/">The Weather Company</a> took that finding further. Working with Neuro-Insight, a global leader in brain-based marketing research, they conducted a neuroscience study &#8212; &#8220;<a href="https://www.weathercompany.com/wired-for-weather-marketing-strategy/">Wired for Weather</a>&#8221; &#8212; that measured subconscious brain responses in 182 participants exposed to weather conditions and paired advertisements. Key findings:</p><p><strong>Overall:</strong></p><ul><li><p>Ads aligned with weather-driven emotional states lifted ROI by up to 18%</p></li><li><p>Ads served immediately after a consumer checks the weather tap into fresh emotional responses &#8212; a more powerful moment of influence than calendar-based or demographic-targeted campaigns</p></li></ul><p><strong>Sunny days:</strong></p><ul><li><p>+10% Engagement</p></li><li><p>+12% Detail Memory &#8212; a key predictor of purchase intent</p></li><li><p>+19% Global Memory &#8212; brand storytelling retention</p></li></ul><p><strong>Rainy days:</strong></p><ul><li><p>+29% Engagement</p></li><li><p>+22% Detail Memory</p></li><li><p>+25% Global Memory</p></li></ul><p><strong>Gen Z:</strong></p><ul><li><p>Up to +13% higher memory encoding</p></li><li><p>+12% increased engagement on sunny days compared to the general population</p></li></ul><p>The Weather Company built the capability I helped start into a precision advertising platform backed by neuroscience. The Duracell campaign in Tampa was the proof of concept. The &#8220;Wired for Weather&#8221; study is the scientific validation.</p><p>Weather isn&#8217;t just a backdrop. It is an emotional and cognitive signal that shapes how people process and remember brand messages. The forecast changes the consumer&#8217;s mindset. The right message in the right weather regime doesn&#8217;t just reach the consumer &#8212; it reaches them when they are most neurologically receptive to it.</p><div class="pullquote"><p>See: <strong><a href="https://www.weathercompany.com/wired-for-weather-marketing-strategy/">Wired for Weather &#8212; The Weather Company, 2025</a></strong></p></div><h4><strong>Where This Fits</strong></h4><p>Marketing is the fourth post in this series for a reason. It is not the first lever you pull. It is the demand activation layer &#8212; the mechanism that ensures that when inventory is in the right place and priced correctly, the consumer actually shows up to buy it.</p><p>Seasonal planning sets the buy. Demand forecasting optimizes the distribution. Pricing manages the margin. Marketing activates the demand. The four are not four separate decisions. They are one decision made at four levels of the planning hierarchy &#8212; and the same weather signal connects all of them.</p><p>A retailer running weather-optimized marketing on top of weather-optimized inventory is compounding the signal. That compounding effect is where the real competitive advantage lives. Not in any single capability &#8212; in the integration of all of them.</p><div><hr></div><h4>The Forecast Was Never the Product</h4><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!j_3A!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd07c8091-3c32-45c8-a4fb-b82f7d08d998_1376x734.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!j_3A!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd07c8091-3c32-45c8-a4fb-b82f7d08d998_1376x734.png 424w, https://substackcdn.com/image/fetch/$s_!j_3A!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd07c8091-3c32-45c8-a4fb-b82f7d08d998_1376x734.png 848w, https://substackcdn.com/image/fetch/$s_!j_3A!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd07c8091-3c32-45c8-a4fb-b82f7d08d998_1376x734.png 1272w, https://substackcdn.com/image/fetch/$s_!j_3A!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd07c8091-3c32-45c8-a4fb-b82f7d08d998_1376x734.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!j_3A!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd07c8091-3c32-45c8-a4fb-b82f7d08d998_1376x734.png" width="1376" height="734" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/d07c8091-3c32-45c8-a4fb-b82f7d08d998_1376x734.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:734,&quot;width&quot;:1376,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:1262543,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://www.g2weather.com/i/203532150?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd07c8091-3c32-45c8-a4fb-b82f7d08d998_1376x734.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!j_3A!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd07c8091-3c32-45c8-a4fb-b82f7d08d998_1376x734.png 424w, https://substackcdn.com/image/fetch/$s_!j_3A!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd07c8091-3c32-45c8-a4fb-b82f7d08d998_1376x734.png 848w, https://substackcdn.com/image/fetch/$s_!j_3A!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd07c8091-3c32-45c8-a4fb-b82f7d08d998_1376x734.png 1272w, https://substackcdn.com/image/fetch/$s_!j_3A!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd07c8091-3c32-45c8-a4fb-b82f7d08d998_1376x734.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Source: <a href="https://theciotoday.com/">CIO Today</a></figcaption></figure></div><p>In 2015, IBM announced the acquisition of The Weather Company for a reported $2 billion.</p><p>Not for the television network. Not for the consumer app. For the data, the analytics, and the enterprise intelligence platform built on the thesis that weather was a business signal &#8212; and that the companies that could act on it faster and more precisely than their competitors had a structural advantage.</p><p>At Fort Campbell, we called that advantage <em>decision superiority</em>. The force with the best weather intelligence didn&#8217;t just have a better forecast &#8212; it had better timing, better positioning, and better coordination across every function of the mission.  </p><p>The forecast was the input. Synchronized action was the output.</p><p>WEATHERfx applied the same principle to marketing. The Duracell campaign wasn&#8217;t remarkable because we had better weather data than our competitors. It was remarkable because we connected the forecast to the activation decision faster than anyone else &#8212; and marketing responded to the signal before consumers even knew they needed the product.</p><p>IBM paid $2 billion in part for that vision. The full realization of it &#8212; every function of a retail or consumer enterprise responding to the same weather signal simultaneously &#8212; remains, frankly, a work in progress across the industry. </p><p>That gap is precisely what this series is about.</p><blockquote><p>Next in the series: weather-driven staffing optimization &#8212; scheduling for the forecast, not the calendar.</p></blockquote><h4><strong>Watch the Conversation</strong></h4><p><em><a href="https://www.youtube.com/watch?v=U0QhKk21R6I">How Weather Influences Retail, Marketing, and Human Behavior</a></em> &#8212; I joined David G. Ewing on Content Kingdom to talk through the ideas behind this post: weather intelligence, consumer behavior, predictive marketing, and where AI takes it next. From strawberry Pop-Tarts before hurricanes to the future of weather-driven advertising.</p><div id="youtube2-U0QhKk21R6I" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;U0QhKk21R6I&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/U0QhKk21R6I?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><p></p><p><em>&#169; 2026 G2 Weather Intelligence. All rights reserved.</em></p><p> </p><p></p>]]></content:encoded></item><item><title><![CDATA[The Heat Is On. The Fourth of July Window Just Got a Lot More Interesting.]]></title><description><![CDATA[What the latest outlook means for retail demand, consumer spending, and public health.]]></description><link>https://www.g2weather.com/p/the-heat-is-on-the-fourth-of-july</link><guid isPermaLink="false">https://www.g2weather.com/p/the-heat-is-on-the-fourth-of-july</guid><dc:creator><![CDATA[Paul Walsh]]></dc:creator><pubDate>Tue, 23 Jun 2026 14:10:27 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!QK4d!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F01440a5a-e7f9-4271-b2b8-c85f5901be06_1075x841.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>The updated 6-10 day outlook issued June 22 shows a powerful above-normal temperature signal building across the Central and Eastern US through June 28 - July 2. The Ohio Valley, Mid-Atlantic, and Northeast are now showing a likely above-normal temperature outlook &#8212; 80-90% probability in the core. The 8-14 day outlook extends that signal through July 6, well into the post-Fourth of July selling window.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!QK4d!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F01440a5a-e7f9-4271-b2b8-c85f5901be06_1075x841.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!QK4d!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F01440a5a-e7f9-4271-b2b8-c85f5901be06_1075x841.png 424w, https://substackcdn.com/image/fetch/$s_!QK4d!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F01440a5a-e7f9-4271-b2b8-c85f5901be06_1075x841.png 848w, https://substackcdn.com/image/fetch/$s_!QK4d!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F01440a5a-e7f9-4271-b2b8-c85f5901be06_1075x841.png 1272w, https://substackcdn.com/image/fetch/$s_!QK4d!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F01440a5a-e7f9-4271-b2b8-c85f5901be06_1075x841.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!QK4d!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F01440a5a-e7f9-4271-b2b8-c85f5901be06_1075x841.png" width="1075" height="841" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/01440a5a-e7f9-4271-b2b8-c85f5901be06_1075x841.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:841,&quot;width&quot;:1075,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:402268,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.g2weather.com/i/203238623?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F929348bc-2e9f-4e1d-8e85-6d72707ea043_1186x1020.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!QK4d!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F01440a5a-e7f9-4271-b2b8-c85f5901be06_1075x841.png 424w, https://substackcdn.com/image/fetch/$s_!QK4d!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F01440a5a-e7f9-4271-b2b8-c85f5901be06_1075x841.png 848w, https://substackcdn.com/image/fetch/$s_!QK4d!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F01440a5a-e7f9-4271-b2b8-c85f5901be06_1075x841.png 1272w, https://substackcdn.com/image/fetch/$s_!QK4d!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F01440a5a-e7f9-4271-b2b8-c85f5901be06_1075x841.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Source: <a href="https://www.cpc.ncep.noaa.gov/">NOAA</a></figcaption></figure></div><p></p>
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      </p>
   ]]></content:encoded></item><item><title><![CDATA[El Niño Declared. The Holiday Playbook Just Changed.]]></title><description><![CDATA[What history tells us about El Ni&#241;o winters &#8212; and what retailers should be doing about it right now.]]></description><link>https://www.g2weather.com/p/el-nino-declared-the-holiday-playbook</link><guid isPermaLink="false">https://www.g2weather.com/p/el-nino-declared-the-holiday-playbook</guid><dc:creator><![CDATA[Paul Walsh]]></dc:creator><pubDate>Fri, 19 Jun 2026 14:51:55 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!YKpf!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F82ef8042-e88b-4b9e-acff-8bd04b6775bc_1057x772.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!YKpf!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F82ef8042-e88b-4b9e-acff-8bd04b6775bc_1057x772.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!YKpf!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F82ef8042-e88b-4b9e-acff-8bd04b6775bc_1057x772.png 424w, https://substackcdn.com/image/fetch/$s_!YKpf!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F82ef8042-e88b-4b9e-acff-8bd04b6775bc_1057x772.png 848w, https://substackcdn.com/image/fetch/$s_!YKpf!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F82ef8042-e88b-4b9e-acff-8bd04b6775bc_1057x772.png 1272w, https://substackcdn.com/image/fetch/$s_!YKpf!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F82ef8042-e88b-4b9e-acff-8bd04b6775bc_1057x772.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!YKpf!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F82ef8042-e88b-4b9e-acff-8bd04b6775bc_1057x772.png" width="1057" height="772" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/82ef8042-e88b-4b9e-acff-8bd04b6775bc_1057x772.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:772,&quot;width&quot;:1057,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:707067,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.g2weather.com/i/201872127?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5112598a-69b9-4286-9c21-679dc22a5c51_1057x772.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!YKpf!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F82ef8042-e88b-4b9e-acff-8bd04b6775bc_1057x772.png 424w, https://substackcdn.com/image/fetch/$s_!YKpf!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F82ef8042-e88b-4b9e-acff-8bd04b6775bc_1057x772.png 848w, https://substackcdn.com/image/fetch/$s_!YKpf!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F82ef8042-e88b-4b9e-acff-8bd04b6775bc_1057x772.png 1272w, https://substackcdn.com/image/fetch/$s_!YKpf!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F82ef8042-e88b-4b9e-acff-8bd04b6775bc_1057x772.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Source: <a href="https://www.youtube.com/watch?v=IvmeUStFvz8">Saturday Night Live </a></figcaption></figure></div><p><a href="https://www.noaa.gov/news-release/el-nino-forms-expected-to-strengthen-say-noaa-forecasters">El Ni&#241;o was officially declared on June 11</a> &#8212; and a <strong>Super El Ni&#241;o</strong> may be on the way.</p><p>NOAA&#8217;s Climate Prediction Center upgraded its alert status from El Ni&#241;o Watch to El Ni&#241;o Advisory, signifying that El Ni&#241;o conditions are now present in the equatorial Pacific and expected to strengthen. </p><p>My pal and G2 Weather Intelligence subscriber <a href="https://www.linkedin.com/in/andrewfreedman1/">Andrew Freedman</a> covered it for CNN &#8212; if you follow weather and climate, he&#8217;s a great read.</p><div class="pullquote"><p><strong>See: <a href="https://www.cnn.com/2026/06/11/weather/super-el-nino-declared-global-impacts-climate">Super El Ni&#241;o declared as forecasters warn of global impacts &#8212; CNN, Andrew Freedman</a></strong></p></div><p>NOAA now puts the odds of a strong El Ni&#241;o at nearly 90% and the odds of a very strong &#8212; Super &#8212; El Ni&#241;o at over 60% by autumn. Some models project that Pacific sea surface temperatures will exceed the record-breaking levels of 1982-83 and 1997-98.</p><p>If verified, this would be the <strong>most powerful El Ni&#241;o </strong>in recorded history.</p><p>One important caveat. The oceanic signal and the atmospheric response are not the same thing. NOAA&#8217;s own forecasters noted this week that E&#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[Your Markdown System Doesn't See the Weather Coming ]]></title><description><![CDATA[Weather changes what consumers will pay. Most pricing models don't fully account for that.]]></description><link>https://www.g2weather.com/p/your-markdown-system-doesnt-see-the</link><guid isPermaLink="false">https://www.g2weather.com/p/your-markdown-system-doesnt-see-the</guid><dc:creator><![CDATA[Paul Walsh]]></dc:creator><pubDate>Wed, 17 Jun 2026 17:20:16 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!n3fx!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F943b67bf-1336-45d8-9e14-f9d0f40ce0fc_592x699.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!n3fx!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F943b67bf-1336-45d8-9e14-f9d0f40ce0fc_592x699.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!n3fx!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F943b67bf-1336-45d8-9e14-f9d0f40ce0fc_592x699.png 424w, https://substackcdn.com/image/fetch/$s_!n3fx!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F943b67bf-1336-45d8-9e14-f9d0f40ce0fc_592x699.png 848w, https://substackcdn.com/image/fetch/$s_!n3fx!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F943b67bf-1336-45d8-9e14-f9d0f40ce0fc_592x699.png 1272w, https://substackcdn.com/image/fetch/$s_!n3fx!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F943b67bf-1336-45d8-9e14-f9d0f40ce0fc_592x699.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!n3fx!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F943b67bf-1336-45d8-9e14-f9d0f40ce0fc_592x699.png" width="592" height="699" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/943b67bf-1336-45d8-9e14-f9d0f40ce0fc_592x699.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:699,&quot;width&quot;:592,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:899223,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.g2weather.com/i/201751165?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a5f7401-1555-4bc2-bba4-56bfb251d0ca_597x702.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!n3fx!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F943b67bf-1336-45d8-9e14-f9d0f40ce0fc_592x699.png 424w, https://substackcdn.com/image/fetch/$s_!n3fx!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F943b67bf-1336-45d8-9e14-f9d0f40ce0fc_592x699.png 848w, https://substackcdn.com/image/fetch/$s_!n3fx!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F943b67bf-1336-45d8-9e14-f9d0f40ce0fc_592x699.png 1272w, https://substackcdn.com/image/fetch/$s_!n3fx!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F943b67bf-1336-45d8-9e14-f9d0f40ce0fc_592x699.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Source: G2 Weather Intelligence</figcaption></figure></div><p>This is the third post in the G2 Weather Intelligence <a href="https://www.g2weather.com/p/the-weather-ready-consumer-enterprise">Brainstorm series</a> on building an integrated retail weather strategy.</p><p>The first post covered seasonal planning &#8212; how much to buy. The second covered demand forecasting and distribution &#8212; where to send it. This post covers pricing &#8212; specifically, markdown pricing &#8212; and the weather variable that most optimization systems still don&#8217;t fully exploit.</p>
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   ]]></content:encoded></item><item><title><![CDATA[Weather-Optimized Demand Forecasting Could Recover Billions in Lost Margin. ]]></title><description><![CDATA[The academic research on weather-optimized demand forecasting makes the financial case impossible to ignore.]]></description><link>https://www.g2weather.com/p/weather-optimized-demand-forecasting</link><guid isPermaLink="false">https://www.g2weather.com/p/weather-optimized-demand-forecasting</guid><dc:creator><![CDATA[Paul Walsh]]></dc:creator><pubDate>Thu, 11 Jun 2026 17:02:27 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!MKHi!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F736e7397-cf8f-4b07-9223-542fb32beba3_2858x2798.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!MKHi!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F736e7397-cf8f-4b07-9223-542fb32beba3_2858x2798.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!MKHi!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F736e7397-cf8f-4b07-9223-542fb32beba3_2858x2798.jpeg 424w, https://substackcdn.com/image/fetch/$s_!MKHi!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F736e7397-cf8f-4b07-9223-542fb32beba3_2858x2798.jpeg 848w, https://substackcdn.com/image/fetch/$s_!MKHi!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F736e7397-cf8f-4b07-9223-542fb32beba3_2858x2798.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!MKHi!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F736e7397-cf8f-4b07-9223-542fb32beba3_2858x2798.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!MKHi!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F736e7397-cf8f-4b07-9223-542fb32beba3_2858x2798.jpeg" width="2858" height="2798" 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srcset="https://substackcdn.com/image/fetch/$s_!MKHi!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F736e7397-cf8f-4b07-9223-542fb32beba3_2858x2798.jpeg 424w, https://substackcdn.com/image/fetch/$s_!MKHi!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F736e7397-cf8f-4b07-9223-542fb32beba3_2858x2798.jpeg 848w, https://substackcdn.com/image/fetch/$s_!MKHi!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F736e7397-cf8f-4b07-9223-542fb32beba3_2858x2798.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!MKHi!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F736e7397-cf8f-4b07-9223-542fb32beba3_2858x2798.jpeg 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Image Source: G2 Weather Intelligence</figcaption></figure></div><p>This is the second post in the <a href="https://www.g2weather.com/p/the-weather-ready-consumer-enterprise">G2 Weather Intelligence Brainstorm series</a> on using weather intelligence across the retail planning cycle. </p><p>The <a href="https://www.g2weather.com/p/how-to-use-noaa-data-to-build-a-weather">first post</a> covered seasonal planning &#8212; using long-range weather outlooks to set the strategic foundation before the season begins. </p><p>This post covers the next step: <strong>demand forecasting and inventory optimization.</strong><em> </em>If the first post was about strategy, this one is about money.</p>
      <p>
          <a href="https://www.g2weather.com/p/weather-optimized-demand-forecasting">
              Read more
          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[The Blue on This Map is Worth Millions in Lost Summer Sales]]></title><description><![CDATA[Last June was one for the record books. This June the bill is coming due.]]></description><link>https://www.g2weather.com/p/the-blue-on-this-map-is-worth-millions</link><guid isPermaLink="false">https://www.g2weather.com/p/the-blue-on-this-map-is-worth-millions</guid><dc:creator><![CDATA[Paul Walsh]]></dc:creator><pubDate>Tue, 09 Jun 2026 13:36:03 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!lA67!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F33c24310-16ed-42fd-bd71-2c5c853434d4_1214x956.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="pullquote"><p>"God created economists to make weather forecasters look good."</p></div><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!lA67!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F33c24310-16ed-42fd-bd71-2c5c853434d4_1214x956.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!lA67!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F33c24310-16ed-42fd-bd71-2c5c853434d4_1214x956.png 424w, https://substackcdn.com/image/fetch/$s_!lA67!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F33c24310-16ed-42fd-bd71-2c5c853434d4_1214x956.png 848w, https://substackcdn.com/image/fetch/$s_!lA67!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F33c24310-16ed-42fd-bd71-2c5c853434d4_1214x956.png 1272w, https://substackcdn.com/image/fetch/$s_!lA67!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F33c24310-16ed-42fd-bd71-2c5c853434d4_1214x956.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!lA67!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F33c24310-16ed-42fd-bd71-2c5c853434d4_1214x956.png" width="1214" height="956" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/33c24310-16ed-42fd-bd71-2c5c853434d4_1214x956.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:956,&quot;width&quot;:1214,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:458016,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.g2weather.com/i/201291683?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8ba94db9-3589-4494-a50e-9aca2990a726_1241x957.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" title="" srcset="https://substackcdn.com/image/fetch/$s_!lA67!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F33c24310-16ed-42fd-bd71-2c5c853434d4_1214x956.png 424w, https://substackcdn.com/image/fetch/$s_!lA67!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F33c24310-16ed-42fd-bd71-2c5c853434d4_1214x956.png 848w, https://substackcdn.com/image/fetch/$s_!lA67!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F33c24310-16ed-42fd-bd71-2c5c853434d4_1214x956.png 1272w, https://substackcdn.com/image/fetch/$s_!lA67!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F33c24310-16ed-42fd-bd71-2c5c853434d4_1214x956.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>The most accurate forward-looking signal available to any retailer with seasonal categories isn't on Wall Street. It's at NOAA. And the latest outlook is unambiguous.</p><p>The <a href="https://www.cpc.ncep.noaa.gov/products/predictions/610day/index.php">updated 6-10 day outlook</a> issued June 8 shows a deep below-normal temperature pool dominating the Central and Eastern US through June 14-18 &#8212; blue from the Rockies to the Mid-Atlantic. <a href="https://www.cpc.ncep.noaa.gov/products/predictions/610day/610prcp.new.gif">Above-normal precipitation</a> across the South and Southeast. </p>
      <p>
          <a href="https://www.g2weather.com/p/the-blue-on-this-map-is-worth-millions">
              Read more
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      </p>
   ]]></content:encoded></item><item><title><![CDATA[Macy's Had a Great Quarter. The Weather Helped Push It Over the Top.]]></title><link>https://www.g2weather.com/p/macys-had-a-great-quarter-the-weather</link><guid isPermaLink="false">https://www.g2weather.com/p/macys-had-a-great-quarter-the-weather</guid><dc:creator><![CDATA[Paul Walsh]]></dc:creator><pubDate>Wed, 03 Jun 2026 15:31:54 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!k1hW!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8f649fa-345b-4fa9-a7ff-f280d14fc126_1890x1888.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!k1hW!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8f649fa-345b-4fa9-a7ff-f280d14fc126_1890x1888.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!k1hW!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8f649fa-345b-4fa9-a7ff-f280d14fc126_1890x1888.png 424w, https://substackcdn.com/image/fetch/$s_!k1hW!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8f649fa-345b-4fa9-a7ff-f280d14fc126_1890x1888.png 848w, https://substackcdn.com/image/fetch/$s_!k1hW!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8f649fa-345b-4fa9-a7ff-f280d14fc126_1890x1888.png 1272w, https://substackcdn.com/image/fetch/$s_!k1hW!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8f649fa-345b-4fa9-a7ff-f280d14fc126_1890x1888.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!k1hW!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8f649fa-345b-4fa9-a7ff-f280d14fc126_1890x1888.png" width="1890" height="1888" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/a8f649fa-345b-4fa9-a7ff-f280d14fc126_1890x1888.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1888,&quot;width&quot;:1890,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:7720295,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.g2weather.com/i/200462135?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1ec8c971-2e6e-426b-8cac-bdf68b3dc2cf_1890x1888.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!k1hW!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8f649fa-345b-4fa9-a7ff-f280d14fc126_1890x1888.png 424w, https://substackcdn.com/image/fetch/$s_!k1hW!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8f649fa-345b-4fa9-a7ff-f280d14fc126_1890x1888.png 848w, https://substackcdn.com/image/fetch/$s_!k1hW!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8f649fa-345b-4fa9-a7ff-f280d14fc126_1890x1888.png 1272w, https://substackcdn.com/image/fetch/$s_!k1hW!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8f649fa-345b-4fa9-a7ff-f280d14fc126_1890x1888.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Image Source: G2 Weather Intelligence </figcaption></figure></div><p></p><div class="pullquote"><p>Tax refunds made the list. The weather didn't. It was in the room. Nobody introduced it.</p></div><p>Last week, I wrote that Gap had <a href="http://xhttps://www.g2weather.com/p/gap-had-nowhere-to-hide-in-q1">nowhere to hide </a>in Q1. The warmest spring in more than 130 years couldn&#8217;t save Old Navy&#8217;s dress business.</p><p>Macy&#8217;s told a different story this morning &#8212; comparable sales up 3%, the strongest first quarter performance in four years, with dresses as a standout category in the same weather window that Old Navy couldn&#8217;t convert.</p><div class="pullquote"><p><strong>See: <a href="https://www.cnbc.com/2026/06/03/macys-m-earnings-q1-2026.html">Macy&#8217;s posts strongest Q1 growth in four years, raises guidance despite consumer worries</a></strong></p></div><p>That contrast tells you something important: the weather was the same for everyone. What differed was execution, assortment, and, importantly, who walked through the door.</p><p>Macy&#8217;s customer base skews middle- to upper-income. That customer is <em>less exposed</em> to fuel cost pressures and the collapse in sentiment that is hitting lower-income households. With the S&amp;P 500 near record highs and wealth effects still positive for highe&#8230;</p>
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          <a href="https://www.g2weather.com/p/macys-had-a-great-quarter-the-weather">
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   ]]></content:encoded></item><item><title><![CDATA[The Tailwinds Are Gone. The Headwinds Are Real.]]></title><description><![CDATA[G2 Weather Weekly | June 13 &#8211; June 26, 2026 | Paul Walsh]]></description><link>https://www.g2weather.com/p/the-tailwinds-are-gone-the-headwinds</link><guid isPermaLink="false">https://www.g2weather.com/p/the-tailwinds-are-gone-the-headwinds</guid><dc:creator><![CDATA[Paul Walsh]]></dc:creator><pubDate>Mon, 01 Jun 2026 11:54:34 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!HQgJ!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0a37f785-38b9-4488-9014-77dbb5870d00_1227x947.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="pullquote"><p>&#8220;It&#8217;s a hard rain&#8217;s a-gonna fall&#8221; &#8212;Bob Dylan</p></div><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!HQgJ!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0a37f785-38b9-4488-9014-77dbb5870d00_1227x947.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!HQgJ!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0a37f785-38b9-4488-9014-77dbb5870d00_1227x947.png 424w, https://substackcdn.com/image/fetch/$s_!HQgJ!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0a37f785-38b9-4488-9014-77dbb5870d00_1227x947.png 848w, https://substackcdn.com/image/fetch/$s_!HQgJ!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0a37f785-38b9-4488-9014-77dbb5870d00_1227x947.png 1272w, https://substackcdn.com/image/fetch/$s_!HQgJ!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0a37f785-38b9-4488-9014-77dbb5870d00_1227x947.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!HQgJ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0a37f785-38b9-4488-9014-77dbb5870d00_1227x947.png" width="1227" height="947" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/0a37f785-38b9-4488-9014-77dbb5870d00_1227x947.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:947,&quot;width&quot;:1227,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:434782,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.g2weather.com/i/200102394?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcf208248-0c16-452d-b499-72b6808586ef_1240x950.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!HQgJ!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0a37f785-38b9-4488-9014-77dbb5870d00_1227x947.png 424w, https://substackcdn.com/image/fetch/$s_!HQgJ!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0a37f785-38b9-4488-9014-77dbb5870d00_1227x947.png 848w, https://substackcdn.com/image/fetch/$s_!HQgJ!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0a37f785-38b9-4488-9014-77dbb5870d00_1227x947.png 1272w, https://substackcdn.com/image/fetch/$s_!HQgJ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0a37f785-38b9-4488-9014-77dbb5870d00_1227x947.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Source: <a href="https://www.cpc.ncep.noaa.gov/products/predictions/WK34/gifs/WK34prcp.gif">NOAA</a></figcaption></figure></div><p><a href="https://www.cnbc.com/2026/06/01/q1-2026-retail-earnings-tax-refunds-bnpl.html">CNBC&#8217;s retail roundup</a> this week called Q1 &#8220;surprisingly robust&#8221; and correctly identified three tailwinds that buoyed results &#8212; tax refunds, buy now pay later, and consumer resilience.</p><div class="pullquote"><p><strong><a href="https://www.cnbc.com/2026/06/01/q1-2026-retail-earnings-tax-refunds-bnpl.html">Read: Retail had a &#8216;surprisingly robust&#8217; first quarter, but the real test is ahead as tax refunds dry up</a></strong></p></div><p>What it missed? The weather.</p><p>February through April 2026 was one of the warmest springs in more than 130 years. The national temperature ran more than 5 degrees above normal for the entire window. </p>
      <p>
          <a href="https://www.g2weather.com/p/the-tailwinds-are-gone-the-headwinds">
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   ]]></content:encoded></item><item><title><![CDATA[Gap Had Nowhere to Hide in Q1]]></title><description><![CDATA[The Weather Gave Them Every Chance. The Market Took $1.6 Billion Anyway.]]></description><link>https://www.g2weather.com/p/gap-had-nowhere-to-hide-in-q1</link><guid isPermaLink="false">https://www.g2weather.com/p/gap-had-nowhere-to-hide-in-q1</guid><dc:creator><![CDATA[Paul Walsh]]></dc:creator><pubDate>Fri, 29 May 2026 18:36:28 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!6McT!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9099d046-58eb-41b7-905c-959bfdec8020_976x602.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!6McT!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9099d046-58eb-41b7-905c-959bfdec8020_976x602.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!6McT!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9099d046-58eb-41b7-905c-959bfdec8020_976x602.png 424w, https://substackcdn.com/image/fetch/$s_!6McT!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9099d046-58eb-41b7-905c-959bfdec8020_976x602.png 848w, https://substackcdn.com/image/fetch/$s_!6McT!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9099d046-58eb-41b7-905c-959bfdec8020_976x602.png 1272w, https://substackcdn.com/image/fetch/$s_!6McT!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9099d046-58eb-41b7-905c-959bfdec8020_976x602.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!6McT!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9099d046-58eb-41b7-905c-959bfdec8020_976x602.png" width="976" height="602" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/9099d046-58eb-41b7-905c-959bfdec8020_976x602.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:602,&quot;width&quot;:976,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:90142,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.g2weather.com/i/199772254?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9099d046-58eb-41b7-905c-959bfdec8020_976x602.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!6McT!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9099d046-58eb-41b7-905c-959bfdec8020_976x602.png 424w, https://substackcdn.com/image/fetch/$s_!6McT!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9099d046-58eb-41b7-905c-959bfdec8020_976x602.png 848w, https://substackcdn.com/image/fetch/$s_!6McT!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9099d046-58eb-41b7-905c-959bfdec8020_976x602.png 1272w, https://substackcdn.com/image/fetch/$s_!6McT!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9099d046-58eb-41b7-905c-959bfdec8020_976x602.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Source: <a href="https://www.cnbc.com/quotes/GAP?qsearchterm=">CNBC</a></figcaption></figure></div><p>Last <a href="https://www.g2weather.com/p/gap-and-ross-stores-have-a-weather?utm_source=publication-search">November</a>, I warned that Gap was right for the wrong reasons &#8212; that great weather, not execution, was supporting their results, and that they would be blindsided when conditions reversed.</p><div class="pullquote"><p>See:<strong> </strong><a href="https://www.g2weather.com/p/gap-and-ross-stores-have-a-weather?utm_source=publication-search">Gap and Ross Stores Have a Weather Problem</a> </p></div><p>What happened next made the story worse than I anticipated.</p><p>The weather didn&#8217;t reverse in Q1 2026. It got better. February through April delivered one of the warmest springs in more than 130 years. Multiple regions ranked among the warmest on record. The national temperature ran more than 5 degrees above normal for the entire window.</p>
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          <a href="https://www.g2weather.com/p/gap-had-nowhere-to-hide-in-q1">
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   ]]></content:encoded></item><item><title><![CDATA[AutoZone Blamed the Weather. The Weather Isn’t Done With Them.]]></title><description><![CDATA[The Q3 miss was a weather story. Q4 will be too.]]></description><link>https://www.g2weather.com/p/autozone-blamed-the-weather-the-weather</link><guid isPermaLink="false">https://www.g2weather.com/p/autozone-blamed-the-weather-the-weather</guid><dc:creator><![CDATA[Paul Walsh]]></dc:creator><pubDate>Wed, 27 May 2026 14:51:55 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!k3fG!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6c7724e5-1076-42de-b88d-a52ecfd802f8_1360x1372.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!k3fG!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6c7724e5-1076-42de-b88d-a52ecfd802f8_1360x1372.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!k3fG!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6c7724e5-1076-42de-b88d-a52ecfd802f8_1360x1372.png 424w, https://substackcdn.com/image/fetch/$s_!k3fG!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6c7724e5-1076-42de-b88d-a52ecfd802f8_1360x1372.png 848w, https://substackcdn.com/image/fetch/$s_!k3fG!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6c7724e5-1076-42de-b88d-a52ecfd802f8_1360x1372.png 1272w, https://substackcdn.com/image/fetch/$s_!k3fG!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6c7724e5-1076-42de-b88d-a52ecfd802f8_1360x1372.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!k3fG!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6c7724e5-1076-42de-b88d-a52ecfd802f8_1360x1372.png" width="1360" height="1372" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/6c7724e5-1076-42de-b88d-a52ecfd802f8_1360x1372.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1372,&quot;width&quot;:1360,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:207594,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.g2weather.com/i/199458932?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6c7724e5-1076-42de-b88d-a52ecfd802f8_1360x1372.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!k3fG!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6c7724e5-1076-42de-b88d-a52ecfd802f8_1360x1372.png 424w, https://substackcdn.com/image/fetch/$s_!k3fG!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6c7724e5-1076-42de-b88d-a52ecfd802f8_1360x1372.png 848w, https://substackcdn.com/image/fetch/$s_!k3fG!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6c7724e5-1076-42de-b88d-a52ecfd802f8_1360x1372.png 1272w, https://substackcdn.com/image/fetch/$s_!k3fG!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6c7724e5-1076-42de-b88d-a52ecfd802f8_1360x1372.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Source: <a href="https://www.cnbc.com/quotes/AZO/">CNBC</a> </figcaption></figure></div><div class="pullquote"><p>&#8220;This slowdown in sales was caused by unseasonably cool weather impacting our heat-related categories, which normally begin to ramp this time of year as summer heat begins to take hold&#8221; &#8212;<a href="https://www.cnbc.com/2026/05/26/autozone-stock-on-pace-for-worst-trading-day-since-march-2020.html">AutoZone CEO Philip Daniele  </a></p></div><p>I don&#8217;t normally publish two days in a row. But AutoZone&#8217;s earnings miss landed squarely in my wheelhouse, my latest <a href="https://www.youtube.com/watch?v=U0QhKk21R6I">podcast</a> dropped today with eerily good timing, and it&#8217;s raining again &#8212; so my plan to mow the front yard and back forty will have to wait.</p>
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          <a href="https://www.g2weather.com/p/autozone-blamed-the-weather-the-weather">
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          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[Wrong for the Right Reason ]]></title><description><![CDATA[The Walsh Weekly | May 26, 2026]]></description><link>https://www.g2weather.com/p/wrong-for-the-right-reason</link><guid isPermaLink="false">https://www.g2weather.com/p/wrong-for-the-right-reason</guid><dc:creator><![CDATA[Paul Walsh]]></dc:creator><pubDate>Tue, 26 May 2026 15:42:09 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!lC5j!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53fbfe81-47f3-4fa2-8329-a8e0c6e36457_1584x672.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!lC5j!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53fbfe81-47f3-4fa2-8329-a8e0c6e36457_1584x672.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!lC5j!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53fbfe81-47f3-4fa2-8329-a8e0c6e36457_1584x672.jpeg 424w, https://substackcdn.com/image/fetch/$s_!lC5j!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53fbfe81-47f3-4fa2-8329-a8e0c6e36457_1584x672.jpeg 848w, https://substackcdn.com/image/fetch/$s_!lC5j!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53fbfe81-47f3-4fa2-8329-a8e0c6e36457_1584x672.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!lC5j!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53fbfe81-47f3-4fa2-8329-a8e0c6e36457_1584x672.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!lC5j!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53fbfe81-47f3-4fa2-8329-a8e0c6e36457_1584x672.jpeg" width="1456" height="618" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/53fbfe81-47f3-4fa2-8329-a8e0c6e36457_1584x672.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:618,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:113796,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/jpeg&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.g2weather.com/i/199177269?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53fbfe81-47f3-4fa2-8329-a8e0c6e36457_1584x672.jpeg&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!lC5j!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53fbfe81-47f3-4fa2-8329-a8e0c6e36457_1584x672.jpeg 424w, https://substackcdn.com/image/fetch/$s_!lC5j!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53fbfe81-47f3-4fa2-8329-a8e0c6e36457_1584x672.jpeg 848w, https://substackcdn.com/image/fetch/$s_!lC5j!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53fbfe81-47f3-4fa2-8329-a8e0c6e36457_1584x672.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!lC5j!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53fbfe81-47f3-4fa2-8329-a8e0c6e36457_1584x672.jpeg 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Dewey Beach, Delaware, May 24, 2026. Image Source: <a href="https://delawarebeaches.online/">Delaware Beaches Online</a></figcaption></figure></div><p>I saw it coming &#8212; just not all of it.</p><p>As the holiday week came into range, the short-range forecasts told a clear story here in the mid-Atlantic: Memorial Day week was a tale of two seasons.</p><p>We eat our own cooking at G2 Weather Intelligence, so we acted on the signal. Packed up and headed to our cottage at the Delaware shore for the heat wave window, then returned to headquarters in the western Philadelphia suburbs ahead of the deterioration.</p><p>At the beach, my wife took my photo. Neither of us noticed the black bird flying overhead until we looked at the image later. I took it as an omen.  </p><p>It was &#8230; </p>
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   ]]></content:encoded></item><item><title><![CDATA[How to Use NOAA Data to Build a Weather-Adjusted Seasonal Plan in Five Steps]]></title><description><![CDATA[The Most Important Input to Your Seasonal Buy Is Free, Publicly Available, and Mostly Ignored.]]></description><link>https://www.g2weather.com/p/how-to-use-noaa-data-to-build-a-weather</link><guid isPermaLink="false">https://www.g2weather.com/p/how-to-use-noaa-data-to-build-a-weather</guid><dc:creator><![CDATA[Paul Walsh]]></dc:creator><pubDate>Fri, 22 May 2026 19:02:44 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!BNMO!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F76353b42-feb8-49de-b3e7-835ebb707df8_681x619.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="pullquote"><p><em>"The further back you can look, the further forward you are likely to see."</em> &#8212; <a href="https://en.wikipedia.org/wiki/Winston_Churchill">Sir Winston Churchill</a></p></div><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!BNMO!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F76353b42-feb8-49de-b3e7-835ebb707df8_681x619.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!BNMO!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F76353b42-feb8-49de-b3e7-835ebb707df8_681x619.png 424w, https://substackcdn.com/image/fetch/$s_!BNMO!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F76353b42-feb8-49de-b3e7-835ebb707df8_681x619.png 848w, https://substackcdn.com/image/fetch/$s_!BNMO!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F76353b42-feb8-49de-b3e7-835ebb707df8_681x619.png 1272w, https://substackcdn.com/image/fetch/$s_!BNMO!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F76353b42-feb8-49de-b3e7-835ebb707df8_681x619.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!BNMO!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F76353b42-feb8-49de-b3e7-835ebb707df8_681x619.png" width="681" height="619" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/76353b42-feb8-49de-b3e7-835ebb707df8_681x619.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:619,&quot;width&quot;:681,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:73277,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.g2weather.com/i/196898143?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F76353b42-feb8-49de-b3e7-835ebb707df8_681x619.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!BNMO!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F76353b42-feb8-49de-b3e7-835ebb707df8_681x619.png 424w, https://substackcdn.com/image/fetch/$s_!BNMO!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F76353b42-feb8-49de-b3e7-835ebb707df8_681x619.png 848w, https://substackcdn.com/image/fetch/$s_!BNMO!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F76353b42-feb8-49de-b3e7-835ebb707df8_681x619.png 1272w, https://substackcdn.com/image/fetch/$s_!BNMO!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F76353b42-feb8-49de-b3e7-835ebb707df8_681x619.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>Lately, I find myself with more time on my hands than I've had in over thirty years &#8212; and I absolutely love it. Doing my own thing while being accountable to no one (outside of my own house, of course) is the best job I've ever had &#8212; and I've had some <a href="https://www.linkedin.com/in/paulewalsh/">good ones</a>.</p><p>And it&#8217;s given me the time to read more history than I have in decades. Lately, I&#8217;ve been absorbed by Timothy Egan&#8217;s <a href="https://www.amazon.com/Worst-Hard-Time-Survived-American/dp/0618773479">account</a> of the Dust Bowl and Andrew Ross Sorkin&#8217;s <a href="https://www.amazon.com/1929-Inside-Greatest-History-Shattered-ebook/dp/B0DXMZWTYM">reconstruction</a> of the 1929 crash.</p><p>They both cover the same general era &#8212; two different catastrophes, one environmental and one financial &#8212; and yet if you blur your eyes, the patterns are remarkably similar. Warning signs that were visible and ignored. Systems that worked brilliantly until they didn&#8217;t. Decision-makers who planned for the continuation of what they already knew rather than the probability of what was actually coming.</p><p>The farmers of the High Plains kept pl&#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[Home Depot, Lowe's, and Target Beat Q1 Expectations. Weather Moved the Needle More Than Tax Refunds.]]></title><description><![CDATA[Two CFOs said weather mattered more than tax refunds. One called it the primary explanation for geographic performance. Neither put a weather signal in forward guidance.]]></description><link>https://www.g2weather.com/p/home-depot-lowes-and-target-beat</link><guid isPermaLink="false">https://www.g2weather.com/p/home-depot-lowes-and-target-beat</guid><dc:creator><![CDATA[Paul Walsh]]></dc:creator><pubDate>Wed, 20 May 2026 18:19:38 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!W27d!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb83e325e-28f7-46bf-af6c-1f54cf82246f_1195x896.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!W27d!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb83e325e-28f7-46bf-af6c-1f54cf82246f_1195x896.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!W27d!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb83e325e-28f7-46bf-af6c-1f54cf82246f_1195x896.jpeg 424w, https://substackcdn.com/image/fetch/$s_!W27d!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb83e325e-28f7-46bf-af6c-1f54cf82246f_1195x896.jpeg 848w, https://substackcdn.com/image/fetch/$s_!W27d!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb83e325e-28f7-46bf-af6c-1f54cf82246f_1195x896.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!W27d!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb83e325e-28f7-46bf-af6c-1f54cf82246f_1195x896.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!W27d!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb83e325e-28f7-46bf-af6c-1f54cf82246f_1195x896.jpeg" width="1195" height="896" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/b83e325e-28f7-46bf-af6c-1f54cf82246f_1195x896.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:896,&quot;width&quot;:1195,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:593197,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/jpeg&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.g2weather.com/i/198590881?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb83e325e-28f7-46bf-af6c-1f54cf82246f_1195x896.jpeg&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!W27d!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb83e325e-28f7-46bf-af6c-1f54cf82246f_1195x896.jpeg 424w, https://substackcdn.com/image/fetch/$s_!W27d!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb83e325e-28f7-46bf-af6c-1f54cf82246f_1195x896.jpeg 848w, https://substackcdn.com/image/fetch/$s_!W27d!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb83e325e-28f7-46bf-af6c-1f54cf82246f_1195x896.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!W27d!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb83e325e-28f7-46bf-af6c-1f54cf82246f_1195x896.jpeg 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Image Source: G2 Weather + Google Gemini</figcaption></figure></div><div class="pullquote"><p><em>Q: &#8220;Is the narrative weather? Or is it housing or anything else to it?&#8221; A: &#8220;It is almost completely driven by weather or weather comparison.&#8221;</em></p><p><em>&#8212; Morgan Stanley analyst Simeon Gutman and Home Depot CFO Richard McPhail, Q1 2026 Earnings Call</em></p></div><p>Three major retailers &#8212; Home Depot, Lowe&#8217;s, and Target &#8212; reported earnings this week. All three beat expectations, navigating a choppy quarter marked by shifting weather patterns, persistent DIY softness, and a macro environment that kept demand for large projects under pressure.  </p><p>But across the two home center calls, the most significant demand variable &#8212; weather &#8212; still doesn&#8217;t have a systematic home in how these companies communicate <em>forward guidance </em>to investors.</p><p>Lowe&#8217;s CFO Brandon Sink settled the debate when JPMorgan&#8217;s Christopher Horvers pressed him on whether tax refunds were the primary Q1 lift. </p><p>Sink was direct: <em>&#8220;We looked at Q1, the tax refund impact was more limited on our business. More significant dri&#8230;</em></p>
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   ]]></content:encoded></item><item><title><![CDATA[From Zero to Summer in One Week ]]></title><description><![CDATA[G2 Weather Weekly | May 19 &#8211; June 12, 2026 | Paul Walsh]]></description><link>https://www.g2weather.com/p/from-zero-to-summer-in-one-week</link><guid isPermaLink="false">https://www.g2weather.com/p/from-zero-to-summer-in-one-week</guid><dc:creator><![CDATA[Paul Walsh]]></dc:creator><pubDate>Sun, 17 May 2026 16:28:28 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!M4w4!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d7612f0-c5c8-4d0c-ae1d-598b1c7e412e_869x955.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!M4w4!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d7612f0-c5c8-4d0c-ae1d-598b1c7e412e_869x955.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!M4w4!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d7612f0-c5c8-4d0c-ae1d-598b1c7e412e_869x955.png 424w, https://substackcdn.com/image/fetch/$s_!M4w4!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d7612f0-c5c8-4d0c-ae1d-598b1c7e412e_869x955.png 848w, https://substackcdn.com/image/fetch/$s_!M4w4!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d7612f0-c5c8-4d0c-ae1d-598b1c7e412e_869x955.png 1272w, https://substackcdn.com/image/fetch/$s_!M4w4!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d7612f0-c5c8-4d0c-ae1d-598b1c7e412e_869x955.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!M4w4!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d7612f0-c5c8-4d0c-ae1d-598b1c7e412e_869x955.png" width="869" height="955" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/0d7612f0-c5c8-4d0c-ae1d-598b1c7e412e_869x955.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:955,&quot;width&quot;:869,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:1534503,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.g2weather.com/i/197990157?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d7612f0-c5c8-4d0c-ae1d-598b1c7e412e_869x955.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!M4w4!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d7612f0-c5c8-4d0c-ae1d-598b1c7e412e_869x955.png 424w, https://substackcdn.com/image/fetch/$s_!M4w4!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d7612f0-c5c8-4d0c-ae1d-598b1c7e412e_869x955.png 848w, https://substackcdn.com/image/fetch/$s_!M4w4!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d7612f0-c5c8-4d0c-ae1d-598b1c7e412e_869x955.png 1272w, https://substackcdn.com/image/fetch/$s_!M4w4!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d7612f0-c5c8-4d0c-ae1d-598b1c7e412e_869x955.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Image Source: G2 Weather Intelligence + Benji</figcaption></figure></div><div class="pullquote"><p>&#8220;Summertime, and the livin' is easy / Fish are jumpin' and the cotton is high<br>/ Oh, your daddy's rich and your ma is good lookin'/ So hush, little baby, don't you cry&#8221; &#8212;<a href="https://en.wikipedia.org/wiki/Summertime_(George_Gershwin_song)">George Gershwin</a></p></div><p>My wife and I &#8212; and Benji, too &#8212; are decamping tomorrow for our summer cottage near Bethany Beach. </p><p>Three reasons: the forecast for our PA HQ in the western suburbs of Philadelphia is calling for mid-90s through Wednesday; we want to get ahead of the Memorial Day weekend crowds; and we&#8217;re fortunate enough to be able to dodge the suburban heatwave, fill the gas tank, and head south before what may turn out to be a &#8220;premature elaboration&#8221; of summer.</p><p>And elaborate it will &#8212; at least for now.</p><p>The New York Post is calling it a <a href="https://nypost.com/2026/05/16/us-news/hot-town-summer-in-the-city-next-weeks-temps-in-nyc-region-soar-into-a-triple-digit-burn/">&#8220;triple-digit burn.&#8221;</a> The National Weather Service says &#8220;heat will be making headlines for much of the Eastern US for the first half of the week.&#8221; USA TODAY is calling it <a href="link">&#8220;sudden summer.&#8221;</a></p><p>They&#8217;re all right. After a cool start to May &#8212; two weeks of &#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[Before the Tape: The Weather Case for an April Retail Beat. ]]></title><description><![CDATA[The Ohio Valley just had its warmest April in 132 years. History says that matters.]]></description><link>https://www.g2weather.com/p/before-the-tape-the-weather-case</link><guid isPermaLink="false">https://www.g2weather.com/p/before-the-tape-the-weather-case</guid><dc:creator><![CDATA[Paul Walsh]]></dc:creator><pubDate>Wed, 13 May 2026 13:36:29 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!1Mdz!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdb9c35ed-a2f1-4dfc-af16-57e8cd40eb3c_909x682.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Tomorrow morning at 8:30 AM EDT, the Commerce Department releases April advance retail sales. The consensus, as <a href="https://kalshi.com/markets/kxusretail/us-retail-sales-mom/kxusretail-26may14">reflected</a> in the Kalshi prediction market, is +0.5% month-over-month &#8212; above the historical median (and, notably, trending toward the weather signal). The macro narrative is already written: high inflation, $4.50 gasoline, negative real wages, and all-time low consumer sentiment.</p><p>Nobody is talking about the weather.</p><p>They should be.</p>
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   ]]></content:encoded></item><item><title><![CDATA[Unleash the Hounds ]]></title><description><![CDATA[G2 Weather Weekly | May 18 &#8211; June 5, 2026 | Paul Walsh]]></description><link>https://www.g2weather.com/p/unleash-the-hounds</link><guid isPermaLink="false">https://www.g2weather.com/p/unleash-the-hounds</guid><dc:creator><![CDATA[Paul Walsh]]></dc:creator><pubDate>Mon, 11 May 2026 19:21:00 GMT</pubDate><enclosure url="https://substackcdn.com/image/youtube/w_728,c_limit/PlDUBZAPMbA" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="pullquote"><p>"The animal spirits in the Northeast have been on a tight leash all spring. The week of Memorial Day cuts it."</p></div><p>A week ago, I <a href="https://www.g2weather.com/p/g2-weather-weekly-may-1629-2026-paul">described</a> the Northeast Memorial Day setup as a coiled spring of consumer demand &#8212; it&#8217;s still true, and the tension is building.</p><p>It reminded me of that time last fall when Benji spotted an unsuspecting cat during our morning walk. I got it on video. (Of course I did.)  </p>
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   ]]></content:encoded></item><item><title><![CDATA[The Weather-Ready Consumer Enterprise: Why the Next Competitive Advantage Is Already in the Forecast]]></title><description><![CDATA[G2 Weather Intelligence Brainstorm Series &#8212; Post 1 of 7]]></description><link>https://www.g2weather.com/p/the-weather-ready-consumer-enterprise</link><guid isPermaLink="false">https://www.g2weather.com/p/the-weather-ready-consumer-enterprise</guid><dc:creator><![CDATA[Paul Walsh]]></dc:creator><pubDate>Wed, 06 May 2026 15:48:33 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!V_hd!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F38b8da08-f227-49b8-90ee-caf1eaa6b38c_848x750.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="pullquote"><p>  &#8220;In the next year or two, the enterprise world will sort into two camps: companies where AI runs their business, and companies where AI is still a project,&#8221; &#8212;IBM CEO <a href="https://www.msn.com/en-us/news/technology/ibm-ceo-says-ai-triggers-need-for-new-operating-models/ar-AA22ofTI">Arvind Krishna</a></p></div><p>The commercial weather industry has an emerging business model <s>problem</s> opportunity.</p><p>For years, it's sold data subscriptions to passive business users. A firehose of weather data &#8212; temperature feeds, precipitation APIs, and dashboards few read. Most of it unnecessary &#8212; all of it a cost masquerading as a competitive advantage.</p><p>The assumption baked into every product is that the customer receives the data, interprets it, and decides what to do with it. That assumption is being dismantled. Not gradually &#8212; suddenly.</p><p>Two forces are converging simultaneously.</p><blockquote><p><strong>First:</strong> AI-driven weather modeling is rapidly becoming comparable to traditional forecasting models &#8212; and can be run faster and at a fraction of the cost. The barrier to accessing high-quality, location-level forecast data is collapsing.</p><p><strong>Second:</strong> Agentic AI can now&#8230;</p></blockquote>
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   ]]></content:encoded></item><item><title><![CDATA[G2 Weather Weekly | May 16–29, 2026 | Paul Walsh]]></title><description><![CDATA[Rumors of the Death of Spring Retail? Greatly Exaggerated.]]></description><link>https://www.g2weather.com/p/g2-weather-weekly-may-1629-2026-paul</link><guid isPermaLink="false">https://www.g2weather.com/p/g2-weather-weekly-may-1629-2026-paul</guid><dc:creator><![CDATA[Paul Walsh]]></dc:creator><pubDate>Sun, 03 May 2026 18:36:35 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!Y_l-!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3aee6640-e459-49d9-a00b-18958a7c6de5_1200x630.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="pullquote"><p>Pent-up demand released into a warm, dry Memorial Day window is not a gentle recovery &#8212; it's a surge.</p></div><p>Every year around this time, our wisteria explodes. Purple cascades so thick you can&#8217;t see the pergola underneath. This year, a late April freeze killed the blooms before they had a chance. Bare wood where there should be flowers.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!eGym!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5c08d6e3-5287-4337-80b6-95ea0138e1d3_2806x1536.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!eGym!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5c08d6e3-5287-4337-80b6-95ea0138e1d3_2806x1536.png 424w, https://substackcdn.com/image/fetch/$s_!eGym!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5c08d6e3-5287-4337-80b6-95ea0138e1d3_2806x1536.png 848w, https://substackcdn.com/image/fetch/$s_!eGym!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5c08d6e3-5287-4337-80b6-95ea0138e1d3_2806x1536.png 1272w, https://substackcdn.com/image/fetch/$s_!eGym!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5c08d6e3-5287-4337-80b6-95ea0138e1d3_2806x1536.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!eGym!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5c08d6e3-5287-4337-80b6-95ea0138e1d3_2806x1536.png" width="1456" height="797" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/5c08d6e3-5287-4337-80b6-95ea0138e1d3_2806x1536.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:797,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:9482390,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.g2weather.com/i/196315998?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F296126e3-196a-4e5e-be60-320e916eb732_2806x1536.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" title="" srcset="https://substackcdn.com/image/fetch/$s_!eGym!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5c08d6e3-5287-4337-80b6-95ea0138e1d3_2806x1536.png 424w, https://substackcdn.com/image/fetch/$s_!eGym!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5c08d6e3-5287-4337-80b6-95ea0138e1d3_2806x1536.png 848w, https://substackcdn.com/image/fetch/$s_!eGym!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5c08d6e3-5287-4337-80b6-95ea0138e1d3_2806x1536.png 1272w, https://substackcdn.com/image/fetch/$s_!eGym!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5c08d6e3-5287-4337-80b6-95ea0138e1d3_2806x1536.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Image Source: G2 Weather Intelligence / Benji approved &#8230; </figcaption></figure></div><p>If you didn&#8217;t know better, you&#8217;d write the same obituary for spring retail. Tariff anxiety. Consumer confidence wobbling. War in Iran driving gas prices through the roof. The narrative practically writes itself: spring 2026 is impaired, seasonal categories are exposed, and the smart money is sitting on the sidelines.</p><p>The weather forecast says otherwise.</p><h4><strong>Last Memorial Day Wasn&#8217;t a Consumer Story. It Was a Weather Story.</strong></h4><p>On May 22, 2025, a rare late-season <a href="https://en.wikipedia.org/wiki/May_2025_nor%27easter">nor&#8217;easter </a>swept up the East Coast. Temperatures dropped 20 degrees below normal across the Northeast. Over 34,000 customers lost power. Mountain snow retu&#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[My Friday Brainstorm ]]></title><description><![CDATA[For subscribers only. Thinking out loud before Monday's Weekly.]]></description><link>https://www.g2weather.com/p/my-friday-brainstorm</link><guid isPermaLink="false">https://www.g2weather.com/p/my-friday-brainstorm</guid><dc:creator><![CDATA[Paul Walsh]]></dc:creator><pubDate>Fri, 01 May 2026 18:17:10 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!yOKF!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F34ad8e37-22ce-4ecc-9161-7c564ba403b6_1280x953.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!yOKF!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F34ad8e37-22ce-4ecc-9161-7c564ba403b6_1280x953.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!yOKF!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F34ad8e37-22ce-4ecc-9161-7c564ba403b6_1280x953.png 424w, https://substackcdn.com/image/fetch/$s_!yOKF!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F34ad8e37-22ce-4ecc-9161-7c564ba403b6_1280x953.png 848w, https://substackcdn.com/image/fetch/$s_!yOKF!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F34ad8e37-22ce-4ecc-9161-7c564ba403b6_1280x953.png 1272w, https://substackcdn.com/image/fetch/$s_!yOKF!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F34ad8e37-22ce-4ecc-9161-7c564ba403b6_1280x953.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!yOKF!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F34ad8e37-22ce-4ecc-9161-7c564ba403b6_1280x953.png" width="1280" height="953" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/34ad8e37-22ce-4ecc-9161-7c564ba403b6_1280x953.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:953,&quot;width&quot;:1280,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:2090239,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.g2weather.com/i/196109101?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F34ad8e37-22ce-4ecc-9161-7c564ba403b6_1280x953.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!yOKF!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F34ad8e37-22ce-4ecc-9161-7c564ba403b6_1280x953.png 424w, https://substackcdn.com/image/fetch/$s_!yOKF!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F34ad8e37-22ce-4ecc-9161-7c564ba403b6_1280x953.png 848w, https://substackcdn.com/image/fetch/$s_!yOKF!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F34ad8e37-22ce-4ecc-9161-7c564ba403b6_1280x953.png 1272w, https://substackcdn.com/image/fetch/$s_!yOKF!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F34ad8e37-22ce-4ecc-9161-7c564ba403b6_1280x953.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Image Source: G2 Weather Intelligence / Delaware Shore HQ </figcaption></figure></div><p>One of my favorite Amazon TV shows is <a href="https://en.wikipedia.org/wiki/Clarkson%27s_Farm">Clarkson&#8217;s Farm</a>, starring the eponymous &#8212; and at times controversial &#8212; <a href="https://en.wikipedia.org/wiki/Jeremy_Clarkson">Jeremy Clarkson</a>. He and I are roughly the same age. He&#8217;s funnier and considerably wealthier. But I&#8217;m (way!) more fit &#8212; and I&#8217;d beat him in a foot race 11 times out of 10.</p><p>In nearly every episode, Jeremy announces he&#8217;s had a brainstorm. It usually leads to something brilliant, expensive, and ultimately disastrous. A restaurant. A bee farm. A combine harvester he can&#8217;t operate.</p><p>That&#8217;s something we have in common. I have brainstorms, too. Mine happen on the elliptical or out on a run (as noted, I&#8217;m <em>way</em> more fit). Ninety percent of the time, post-endorphin high, they end up &#8220;in the bin.&#8221; </p><p>This morning I had another one.</p><p>Welcome to my Friday Brainstorm. Occasional. Subscriber-only. Topical or completely off the rails &#8212; depending on the morning.</p>
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