---
title: Friday Fast Five - 10/31/2025
description: We aim to help investors separate the news from the noise by providing our perspective. Every Friday the Hodges Capital research analysts list the five most interesting things they discovered that week. Subscribe to receive the Hodges Friday Fast Five in your inbox every Friday.
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---

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# Hodges Friday Fast Five

*"In the investment business, you go to school every day, but never graduate." - Don Hodges*

 

# Friday Fast Five - 10/31/2025

by [Hodges Investment Team](https://blog.hodgescapital.com/capital-fast-five/author/hodges-investment-team), on October 31, 2025

Five interesting things that Hodges Capital research analysts discovered this week...

**#1 ****Holiday Demand Indicator: **“So as we look at the peak forecast, that's the best way to tell you where we are. As you know, 100 of our customers — most of them enterprise customers — make up 80% of our peak surge. What those large customers have told us is that they expect a good peak, with the surge about 60% higher than current volumes. That’s the same surge we’ve seen over the past three years.” — *Carol Tomé, CEO, UPS*

**#2 ****Market Correction Catalysts: **Rising interest rates, rising unemployment, and exogenous shocks were the three common catalysts identified by Piper Sandler & Co. across each of the 28 S&P 500 corrections of 10% or more over the past 60 years.

**#3 ****Increased Corporate Confidence: **Only 5% of S&P 500 companies reporting so far have cut guidance — better than the 14% rate seen in each of the prior two quarters, according to RBC Capital Markets.

**#4 ****Hurricane Season: **There have been 12 tropical storms or hurricanes so far in 2025. The average number of such storms per year over the prior decade was 18 — the highest 10-year average on record, according to the National Oceanic and Atmospheric Administration.

**#5 ****Useless Knowledge: **The first fantasy football league — the Greater Oakland Professional Pigskin Prognosticators League — held its inaugural draft in 1963. George Blanda, a quarterback and kicker, was the first overall draft pick, according to *Athlon Sports*.

**  
** 

   

 *HCM is an Investment Advisory Firm registered with the Securities and Exchange Commission (“SEC”), is a wholly owned subsidiary of Hodges Capital Holdings and serves as investment advisor to the Hodges Funds. HCM is affiliated with First Dallas Securities, Inc, a broker-dealer, and investment advisor registered with the SEC.*

*This discussion is not intended to be a forecast of future events and should not be considered a recommendation to buy or sell any security. Past performance is not indicative of future results. Investing involves risk. Principal loss is possible. Investing in smaller companies involves additional risks such as limited liquidity and greater volatility. No current or prospective client should assume that information referenced in this communication is a recommendation to buy or sell any security or is a substitute for personalized investment advice from your individual advisor. HCM does not provide tax or legal advice. Consult your tax or legal advisor for any related questions.*

*All information referenced herein is from sources believed to be reliable and is provided as general market commentary and does not constitute investment advice. This material was created for informational purposes only and the opinions expressed are solely those of HCM. HCM shall not in any way be liable for claims and makes no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information. The data and information are provided as of the date referenced and are subject to change without notice.*

### Hodges Friday Fast Five

We aim to help investors separate the news from the noise by providing our perspective. Every Friday the Hodges Capital research analysts list the five most interesting things they discovered that week. Subscribe to receive the Hodges Friday Fast Five in your inbox every Friday. 

- [Recent](https://blog.hodgescapital.com/capital-fast-five/friday-fast-five-10/31/2025#recent)
- [Topics](https://blog.hodgescapital.com/capital-fast-five/friday-fast-five-10/31/2025#topics)
- [Archive](https://blog.hodgescapital.com/capital-fast-five/friday-fast-five-10/31/2025#archive)

- [June 2023 (11)](https://blog.hodgescapital.com/capital-fast-five/archive/2023/06)
- [July 2023 (5)](https://blog.hodgescapital.com/capital-fast-five/archive/2023/07)
- [September 2023 (5)](https://blog.hodgescapital.com/capital-fast-five/archive/2023/09)
- [August 2024 (5)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/08)
- [August 2025 (5)](https://blog.hodgescapital.com/capital-fast-five/archive/2025/08)
- [October 2025 (5)](https://blog.hodgescapital.com/capital-fast-five/archive/2025/10)
- [January 2026 (5)](https://blog.hodgescapital.com/capital-fast-five/archive/2026/01)
- [December 2021 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2021/12)
- [August 2023 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2023/08)
- [October 2023 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2023/10)
- [December 2023 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2023/12)
- [January 2024 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/01)
- [February 2024 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/02)
- [March 2024 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/03)
- [April 2024 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/04)
- [May 2024 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/05)
- [June 2024 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/06)
- [September 2024 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/09)
- [October 2024 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/10)
- [November 2024 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/11)
- [March 2025 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2025/03)
- [April 2025 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2025/04)
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- [June 2025 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2025/06)
- [September 2025 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2025/09)
- [November 2025 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2025/11)
- [December 2025 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2025/12)
- [February 2026 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2026/02)
- [March 2026 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2026/03)
- [May 2026 (4)](https://blog.hodgescapital.com/capital-fast-five/archive/2026/05)
- [March 2023 (3)](https://blog.hodgescapital.com/capital-fast-five/archive/2023/03)
- [November 2023 (3)](https://blog.hodgescapital.com/capital-fast-five/archive/2023/11)
- [July 2024 (3)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/07)
- [December 2024 (3)](https://blog.hodgescapital.com/capital-fast-five/archive/2024/12)
- [January 2025 (3)](https://blog.hodgescapital.com/capital-fast-five/archive/2025/01)
- [February 2025 (3)](https://blog.hodgescapital.com/capital-fast-five/archive/2025/02)
- [July 2025 (3)](https://blog.hodgescapital.com/capital-fast-five/archive/2025/07)
- [April 2026 (3)](https://blog.hodgescapital.com/capital-fast-five/archive/2026/04)
- [June 2026 (3)](https://blog.hodgescapital.com/capital-fast-five/archive/2026/06)
- [February 2023 (2)](https://blog.hodgescapital.com/capital-fast-five/archive/2023/02)
- [April 2023 (2)](https://blog.hodgescapital.com/capital-fast-five/archive/2023/04)
- [April 2021 (1)](https://blog.hodgescapital.com/capital-fast-five/archive/2021/04)
- [June 2021 (1)](https://blog.hodgescapital.com/capital-fast-five/archive/2021/06)
- [November 2021 (1)](https://blog.hodgescapital.com/capital-fast-five/archive/2021/11)

[More...](https://blog.hodgescapital.com/capital-fast-five/friday-fast-five-10/31/2025#)

### Subscribe to the Hodges Friday Fast Five

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