The Pulse — daily commercial briefing
Thursday, 7 May 202610 min read

The Pulse: May 7, 2026

Geopolitical shifts and rising costs reshape B2B priorities, demanding solutions that drive efficiency and deliver tangible value.

What's happening in the world, how it affects your pipeline and your customers, and what to do about it before your first meeting.

The Number

52%

Gasoline costs 52% more in the US than it did before the Iran war, impacting consumer spending and business operational costs .

Today's Top 5
1

Asian stocks hit record high, dollar wobbles on peace deal hopes

Hopes for a potential peace deal between the US and Iran have sent Asian stock markets to record highs and caused the dollar to wobble. This positive market reaction suggests investor confidence in a de-escalation of geopolitical tensions, which could lead to greater stability in global trade and energy markets. For B2B, this signals a potential easing of economic headwinds and renewed optimism for investment.

2

The Iran War Is Crushing Whirlpool’s Profit—and Higher Prices Are Coming

The ongoing conflict in Iran is severely impacting Whirlpool's profits, forcing the company to consider higher prices for consumers. This illustrates how geopolitical events directly translate into increased operational costs and pressure on profit margins for global manufacturers. B2B vendors to such companies should anticipate tighter budgets and a strong focus on cost-saving solutions from their clients.

3

Kraft Heinz CEO Pushes Value: ‘Consumers Are Literally Running Out of Money’

The CEO of Kraft Heinz warns that consumers are facing significant financial strain, leading to a push for greater value in products. This sentiment reflects broader economic pressures, including inflation and rising costs, which are eroding consumer purchasing power. B2B companies selling into consumer-facing industries must recognize their clients' need to offer more value to their end customers.

4

Anthropic raises Claude Code usage limits, credits new deal with SpaceX

Anthropic has increased usage limits for its Claude Code AI model, citing a new deal with SpaceX. This development highlights the continued investment and adoption of advanced AI tools for complex tasks like coding within major technology and aerospace companies. It signals a growing market for specialized AI agents that can drive efficiency and innovation in technical fields.

5

Why gasoline costs 52% more in the US than it did before the Iran war

Gasoline prices in the US have surged by 52% since before the Iran war, directly impacting transportation costs for businesses and disposable income for consumers. This significant increase in a core operational expense will force companies to re-evaluate logistics, supply chains, and pricing strategies. It underscores the immediate financial ripple effects of geopolitical instability on everyday commerce.

Where this number comes from

The stat above (52%) is drawn from Story 5 above. Gasoline costs 52% more in the US than it did before the Iran war, impacting consumer spending and business operational costs .

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What We're Hearing

The market is caught between geopolitical optimism and the stark reality of rising operational costs for businesses and consumers. While hopes for peace are lifting stocks, the tangible impact of the Iran war on energy prices and consumer spending is forcing companies to prioritize value and efficiency. This creates a critical need for B2B solutions that can help clients navigate cost pressures and demonstrate clear ROI.

What Go-to-Market Teams Should Do Today
Sales Reps

Your buyers are juggling market optimism with real cost pressures. Frame your conversations around how your solution directly addresses their immediate financial concerns and long-term stability.

For prospects in manufacturing or logistics, reference Whirlpool's profit squeeze [2] and the 52% rise in gasoline costs [5]. Ask how they are stress-testing their operational budgets against these rising input costs.

Buyers are calculating how to maintain profitability in the face of escalating operational expenses and will prioritize solutions that offer tangible cost savings.

When engaging with any prospect, open with the Kraft Heinz CEO's comment about consumers running out of money [3]. Ask how their business is adapting its value proposition to meet increasingly price-sensitive end-customers.

Your buyers are afraid of losing market share if they cannot deliver perceived value to their own customers, making solutions that enhance value or reduce costs highly attractive.

For prospects in tech or aerospace, reference Anthropic's increased Claude Code usage limits and SpaceX deal [4]. Ask about their current AI adoption for complex technical tasks and what bottlenecks they face in scaling AI initiatives.

Decision-makers in these sectors are looking to AI for competitive advantage and efficiency, and are calculating how to best leverage advanced models for their specific needs.

Marketing

Buyers are seeking stability and clear value in an uncertain economic climate. Your messaging must reflect this by focusing on tangible outcomes and risk mitigation.

Develop content (e.g., a short video, infographic) that directly addresses how your solution helps mitigate the impact of rising energy costs, referencing the 52% gasoline price increase [5]. Highlight operational efficiency and cost control.

Buyers are actively searching for ways to reduce expenses and protect their margins, making solutions that address this pain point highly discoverable.

Create a thought leadership piece on 'Delivering Value in a Cost-Conscious Market,' using the Kraft Heinz CEO's comments [3] as a starting point. Position your solution as essential for clients to maintain competitiveness.

Decision-makers are trying to prove to their own leadership that they are making smart, value-driven investments that resonate with their end-customers' financial realities.

Target marketing campaigns towards engineering or R&D departments in tech and aerospace, highlighting how your solution integrates with or enhances specialized AI tools like Claude Code [4]. Focus on productivity gains and innovation.

These buyers are evaluating AI tools for their ability to accelerate development cycles and improve technical outcomes, and need to see clear integration paths and benefits.

Customer Success

Your customers are feeling the pinch of rising costs and adapting to market shifts. Proactively engage to demonstrate how your solution helps them navigate these pressures and deliver value.

Conduct proactive check-ins with customers in manufacturing, logistics, or consumer goods. Reference Whirlpool's challenges [2] and the Kraft Heinz CEO's comments [3]. Ask about their top three cost pressures and how your solution can help.

Customers are calculating how to optimize their operations to maintain profitability and will value vendors who actively support their cost-saving initiatives.

For customers in tech or advanced engineering, schedule a focused session to discuss new features or integrations that leverage AI, specifically referencing the Anthropic/SpaceX deal [4]. Showcase how these can boost their internal efficiency.

These customers are looking to maximize their AI investments and will appreciate insights into how your product can further enhance their AI-driven workflows and competitive edge.

Identify customers who have significant transportation or energy costs. Share best practices or new features that could help them mitigate the impact of the 52% rise in gasoline prices [5].

Customers are trying to protect their bottom line from external economic shocks and will see you as a strategic partner if you can help them directly address these challenges.

GTM Leadership

The market is signaling both potential relief and persistent cost challenges. Leaders must align GTM strategy to capture opportunities from market stability while aggressively addressing efficiency and value delivery.

Review your Q3 sales forecast and pipeline assumptions for industries heavily impacted by energy costs (e.g., manufacturing, logistics), given the 52% rise in gasoline prices [5]. Adjust targets and resource allocation using the Forecast Health Check.

Accurate forecasting requires integrating real-world economic pressures, and underestimating cost impacts can lead to missed revenue targets and misallocated resources.

Evaluate your product roadmap and messaging to ensure it clearly articulates how your solution helps customers deliver value and manage costs, directly addressing the sentiment from the Kraft Heinz CEO [3].

The market is demanding greater value for money, and GTM leaders must ensure their offerings and communication align with this fundamental buyer need to drive adoption and retention.

Assess your internal AI strategy, particularly for technical teams, in light of Anthropic's increased Claude Code usage and the SpaceX deal [4]. Explore how specialized AI agents can enhance your own product development or operational efficiency.

Investing in specialized AI tools for internal processes can unlock significant productivity gains and keep your organization competitive in a rapidly evolving technological landscape.

Given the mixed economic signals (peace hopes vs. cost increases), use the GTM Healthcheck to assess the agility of your GTM motions. Can your teams pivot quickly to address both market optimism and persistent cost concerns?

An agile GTM strategy is crucial for navigating volatile market conditions, allowing your organization to capitalize on new opportunities while mitigating emerging risks.

One Thing to Say in Your Next Meeting

"There's a lot of talk about peace deals, but Whirlpool and Kraft Heinz are still dealing with real cost pressures and consumers running out of money. How are you balancing the market's optimism with the immediate need to drive efficiency and deliver value?"

Use this in your next executive business review or strategic partnership discussion.

Check In

It's a complex day with news of both potential peace and ongoing economic strain. The reality of rising costs for businesses and consumers can weigh heavily. Take a moment to check in with your teams. Understand how these broader economic shifts are impacting their daily work and their conversations with clients. Empathy and clear direction are key right now.

Tomorrow's Watch

Keep an eye on any further developments regarding the US-Iran peace talks, as well as new economic data releases that might provide more clarity on consumer spending trends and inflation. Any shifts in energy prices will continue to have a ripple effect across all sectors.

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Fractional Executive, GTM Operator / Advisor · Marketing Strategy & Demand Generation

Vetted GTM Expert · 15–20 years years

This expert brings 15+ years of B2B marketing leadership with deep roots in account-based marketing. They specialise in building, fixing, and optimising full-funnel marketing strategies for post-product-market-fit companies — diagnosing GTM gaps fast and quarterbacking execution through to revenue outcomes. Their ABM programme builds have generated over $100M in pipeline within a single year, and they have driven 40% reductions in cost per opportunity during economic downturns. They have launched marketing motions in completely new verticals (achieving 430% of ACV goals) and introduced digital marketing to traditional industries from scratch. Their sweet spot is Series B-D companies that need marketing leadership but are not ready for a full-time CMO. Data-driven by default — they let the data tell the story.

Marketing Strategy & Demand GenerationAccount-Based Marketing (ABM)GTM Strategy & Planning