Tag: consumer spending

2026 Market Update: A Tale of Two Consumers

Most investors have likely come across the concept of the K-shaped economy — our industry does love to put letter shapes on things. In...

From AI to Consumer Spending: Five Analyst Days Investors Should Track

Analyst Days ramp up as companies outline strategy, growth initiatives, and long-term financial targets Generac, Quanta Services, Constellation, Hershey, and FedEx events could offer clues...

Key Insights On Consumer Strength, Tariffs, and the AI Revolution [Investor...

Executives and analysts have returned from August holiday, and investor conference season is already back in full swing. Hotel ballrooms are at capacity starting immediately...

Consumer Health In Spotlight As Retail Earnings Reports Near

Retail reports will be in focus this week with names like Walmart, Target, Home Depot, Lowe’s, TJX Companies and more releasing results US Corporations ended...

Back-to-School Spending Season in Full Swing and Key Retail Events

There have been mixed messages on the consumer front from both economic gauges and Q2 earnings reports The major retailers begin reporting in three weeks,...

Cracks In The Consumer? Watch Lululemon and Disney Shareholder Meetings

Amid uncertain tariff policy, American consumers are in limbo after a strong Q4 spending performance Earnings from Lululemon (NASDAQ: LULU) and Disney’s (NYSE: DIS) annual...

The State Of The Consumer Market: Staples versus Discretionary

Earnings for consumer staples and discretionary companies rely heavily on individual consumers’ financial health and sentiment. The recent bout of high inflation and negative...

The U.S. Consumer Is Getting Squeezed

Consumers are being squeezed by negative real wage growth and inflation at 40-year highs. As a result, consumer sentiment is declining, and personal consumption...

2022 Teen Consumer Trends and Investment Implications

The teens of today are the adult consumers of tomorrow. Piper Sandler's 43rd semi-annual Taking Stock With Teens Survey gives us a glimpse of...

Will This Consumer Trend Turn Bearish For Stock Market?

Consumer behavior can tell you a lot about the stock market. Sounds a bit funny, but it's very true. And especially so when comparing buying...

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