What’s the real reason forecasts get constantly reworked? My take, it’s less about new data and more about shifting narratives.

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True, although lately with tariff changes, oil prices affecting freight, etc I feel like there is good reason to revisit the forecast often.

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Super fair

I think there’s definitely some truth to that. New data plays a role, but a lot of it does feel like aligning the numbers with the story leadership wants to tell at the time. It’s not always just about accuracy.

Agreed

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