9/25 Pricing in the News
Today's paper is a study in who gets to choose how they respond to a cost shock, and who doesn't. Apple, H&M, and Darden all faced rising input costs this week and made three completely different, deliberate pricing choices — immediate repricing, discount avoidance, or explicit price-cost restraint. Meanwhile, a visa fee, a possible export ban, and a war 6,000 miles away are compressing margins at companies that never got a choice in the matter at all. The through-line across













































