How companies can be helpful if they decide to yank guidance 🫣

Management could pull back the curtain on a few things 🤔

Companies can pull back the curtain on their geographic exposures.

More and more people are talking about the likelihood of companies withdrawing guidance in the coming weeks. TKer subscribers have been reading about this issue for over a month. More here, here, and here.

When companies decline to provide guidance on where they think sales and earnings are headed, investors and analysts have less information to work with as they consider where a company’s stock is headed. This means a wider range of expected outcomes, which exacerbates stock price volatility.

But with the outlook for tariff policy so uncertain, you can’t blame executives for admitting they don’t actually know where business is headed.

Does this mean it’s hopeless for those modeling scenarios for the stocks they’re watching?