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G2 Weather Intelligence

Paul Walsh

G2 Weather Intelligence translates weather into decision-ready financial insight for investors and executives focused on U.S. retail and restaurants.

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Latest Issues

How to Use NOAA Data to Build a Weather-Adjusted Seasonal Plan in Five Steps

"The further back you can look, the further forward you are likely to see." — Sir Winston Churchill

Lately, I find myself with more time on my hands than I've had in over thirty years — and I absolutely love it. Doing my own thing while be...

5 days ago

Home Depot, Lowe's, and Target Beat Q1 Expectations. Weather Moved the Needle More Than Tax Refunds.

Image Source: G2 Weather + Google Gemini

“Is the narrative weather? Or is it housing or anything else to it?”

“It is almost completely driven by weather or weather comparison.”

— Morgan Stanley analyst Simeon Gutman and Home Depot CFO Ri...

7 days ago
3

From Zero to Summer in One Week

Image Source: G2 Weather Intelligence + Benji

“Summertime, and the livin' is easy / Fish are jumpin' and the cotton is high
/ Oh, your daddy's rich and your ma is good lookin'/ So hush, little baby, don't you cry” —George Gershwin

My wi...

10 days ago
1

Before the Tape: The Weather Case for an April Retail Beat.

The Ohio Valley just had its warmest April in 132 years. History says that matters.

Tomorrow morning at 8:30 AM EDT, the Commerce Department releases April advance retail sales. The consensus, as reflected in the Kalshi prediction market,...

14 days ago
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Unleash the Hounds

G2 Weather Weekly | May 18 – June 5, 2026 | Paul Walsh

"The animal spirits in the Northeast have been on a tight leash all spring. The week of Memorial Day cuts it."

16 days ago
1
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    Climate Tech Leader | Intrapreneur | Strategic Advisor | Consultant | Veteran (101st Airborne)

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