CEOs Flag Jittery US Consumers as Global Tensions Intensify (1)

Corporate executives are warning that jittery US consumers and mounting geopolitical tensions are starting to weigh on demand as the earnings season unfolds, even as headline economic data remains resilient.

Airlines were among the first to flag the risks. Delta Air Lines Inc. said geopolitical uncertainty is clouding its profit outlook, while United Airlines Holdings Inc. warned that global tensions are beginning to hit some travel demand. Executives at consumer staples companies Procter & Gamble Co. and McCormick & Co. said shoppers remain cautious.

Signs of strain are lingering across industrial sectors. 3M Co. slid the most since April after ...