Macroeconomics

GDP growth, inflation, unemployment, rates, and currencies that shape the environment.

Cawan's Shoes 2026 macro scenario plan (three cases, quantified): Scenario GDP Inflation Fed Rate Cawan's Revenue Op Margin EPS • Bear (25% prob) 0.5% 6.0% 6.0% $470M (−6%) 15.5% $2.10 • Base (55% prob) 2.2% 3.5% 4.5% $550M (+10%) 20.0% $3.30 • Bull (20% prob) 3.5% 2.5% 3.5% $605M (+21%) 21.5% $3.95 Each scenario has pre-approved playbook: bear = pause 12 store openings + defer $18M capex + freeze non-critical hiring; bull = accelerate DTC ad spend $12M + pull 2027 kids-line launch forward.