By  on August 23, 2017

Wildly promotional? It’s practically a sure bet that will be the tenor of the second half based on the relentless discounting of the past several holiday seasons. It’s what shoppers expect and retailers can’t wean themselves away from it.

Still, over the last few weeks as the quarterly data was posted, retailers signaled that they will come out of the back half of the year in good shape, based on business picking up in the second quarter, controlled inventories, continued integrations between online and brick-and-mortar operations and low unemployment. Wild cards that could disrupt the back half include flare ups with North Korea, findings from special counsel Robert Mueller’s investigation into the Trump campaign’s possible ties to Russia, a derailing of the Republican agenda for tax cuts, Wall Street volatility and an act of terrorism.

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