Commercial businesses show high optimism, Wells Fargo report reveals

EditorLuke Juricic
Published 03-02-2025, 10:48 pm
© Reuters.

Investing.com -- Wells Fargo (NYSE:WFC), in partnership with Barlow Research Associates, released its 2024 Q4 Commercial Business Sentiment Report today. The survey, conducted between November 15 and November 22, 2024, revealed that commercial business sentiment has not only improved compared to Q3 2024 but also hit the highest index score recorded in the past four years, at 112.9, up from 102.3 in the previous quarter.

The survey involved 307 commercial companies with annual revenues ranging from $10 million to $500 million. The companies were asked about their businesses’ current state, the economy, growth opportunities, and areas of concern. The results showed a surge in optimism about their businesses, demand for their products/services, and expectations for overall economic improvement in both the near and long term.

About 51% of the companies expect an improved U.S. economy in the next 12 months, and 63% forecast an improved economy in the next five years. Mary Katherine Dubose, head of Specialized Industries for Wells Fargo Commercial Banking, attributed this positive sentiment to the removal of election uncertainties, which often delay business decisions and raise concerns.

The report’s key findings revealed that 19% of the companies felt their business was worse-off compared to 12 months ago, while 29% said their business was better-off. Looking ahead, 6% expect their business to worsen in the next 12 months, while 43% anticipate an improvement.

Regarding demand for goods/services, 4% of the companies expect a decrease in the next 12 months, while 36% anticipate an increase. When it comes to the U.S. economy, 13% believe it will be worse in the next 12 months, with 51% expecting it to be better. In the longer term, over the next five years, 13% believe the economy will be worse, while 63% expect it to improve.

The report also highlighted the factors that improved business in the last 3-6 months. Improved efficiency was identified by 35% of businesses, while a growing customer base was indicated by 29%. Reduced fuel costs and stabilizing interest rates were identified by 27% of businesses each.

Inflation was identified as the top factor negatively impacting companies, with 57% of companies naming it. When asked to identify their top three concerns, 70% cited increased prices and costs, 49% pointed to reduced demand for goods and services, 48% mentioned the possibility of a prolonged economic recession, and 46% expressed concern over hiring/retaining employees.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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