Earnings call commentary and what's going on overseas

Let's start with some earnings call comments and focus on what was said with the macro. 

After talking a lot about AI, here were some notable comments from Salesforce (CRM):

"We saw strong new business growth internationally, highlighted by Canada, France, and India, while the United States continued to be constrained. From an industry perspective, manufacturing, automotive, and energy saw greater resilience, while high tech and retail and consumer goods were more measured."

Also, "the measured macro environment continues to impact the customer decision making. And we are still seeing elongated sales cycles, additional deal approval layers and deal compression in our subscription and support and professional services businesses. These factors are incorporated in our guidance." Their revenue growth guidance for fiscal yr 2024 is 11%. 

Shifting to the US consumer, here is what Five Below said: