The JUST Report: Fair Pricing, Not Politics, Is Corporate America’s New Consumer Imperative

Axios and Harris Poll’s 2025 reputation rankings landed this week, concluding that prices – not politics – are now driving corporate reputations.
This finding resonates with our own research. In 2024, we saw significant amounts of alignment across demographics. For the first time in our polling history, we saw fair pricing – which respondents describe as “pricing in line with … value and quality” and companies avoiding “price gouging or excessive price increases” – emerge as a significant bipartisan issue. Interestingly, of the 2025 JUST 100 companies included in the Axios/Harris Poll rankings, the coverage is even; nine are classified as non-partisan, three lean “blue” and two lean “red”.
Given today’s cost of living, this should not be surprising, and companies are already responding to the call. Home Depot recently announced they are not planning to raise prices due to tariffs, but shared that some products may no longer be available as a result. During recent egg shortages, Trader Joe’s – the top company on Axios and Harris Poll’s list – was able to keep prices low by working directly with suppliers and focusing on product selection.
Serving customers through greater transparency and fairness is also very much in line with financial performance. Updating our figure from last week – as of May 27, 2025 our Customer Index has outperformed the Russell 1000 Equal Weighted benchmark by 4% since inception in December 2021.
When companies master the basics of treating people fairly, offering good value products and serving all stakeholders, Americans are ready to reward them, regardless of politics.
Be well,
Martin
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QUOTE OF THE WEEK

“Don’t waste a good crisis. My most favorite leadership roles are ones that I’ve been leading through transformational change and market volatility.”
- Lisa McGeough, CEO of HSBC US, speaking to Fortune on why tumultuous times can actually be the best for leaders. Read the full remarks here.
JUST AI
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Meanwhile, the New York Post highlights how much of Gen-Z is pivoting to trade work amid AI uncertainty and the extreme rising cost of college.
Axios sits down with Anthropic CEO Dario Amodei who says we’re not taking the job loss implications seriously enough, and there is a possibility that AI wipes out “half of all entry level jobs.”
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