Tag: consumer trends

Shopping Centers Traffic Rises; A Return of the Zombies?

Although I follow digital channels closely, keeping our finger on the pulse of in-person commerce is just as valuable. Over the past year, COVID-19 has...

Global E-Commerce Growth Still In Early Innings

In the U.S., e-commerce has grown significantly over the past several decades, with online sales estimated to comprise 20 to 30 percent of total...

DoorDash Success Underscores ‘Convenience’ Online Shopping Trend

Online shopping has only become increasingly popular throughout the COVID-19 pandemic, with e-commerce penetration rates accelerating significantly throughout the first half of 2020. Specific areas...

Will The U.S. Economy Hold Up Into Holiday Shopping Season?

There are multiple reasons we could face a very tough holiday season.  A second surge in Covid could tighten restrictions on brick and mortar businesses.  Delayed...

Can U.S. Consumer Continue To Power Global Economy Into 2020?

Last Man Standing It just doesn’t have the same ring as “last man standing” but times have changed. In this analogy, the Last Person is...

U.S. Consumer Research Shows Tailwinds Outweigh Headwinds

The Consumer Is Alright Everyone appears keenly aware that the global economy, while still expanding, has been slowing. This slowing trend has been evident since...

Consumer Cycle Indicator Flashing Early Warning Signs

If consumption is approximately 70% of US GDP, then inputs to the consumer are critical to the stability and growth of the economy. So let's...

Consumer Discretionary Stocks Surging Past Staples In 2018

I continue to receive questions on Twitter regarding the agonizing decline for the Consumer Staple Index in 2018 (we have no stake). As of this writing, consumer...

Economic Spotlight: Rising Oil Prices & Treasury Yields Concerning

CONSUMER WATCH: Below I present a chart showing a potentially deadly duo for the economy and consumers... At least if the current trend doesn't slow. The...

U.S. Economy: Squeezing The Consumer From Both Sides

The Federal Reserve raised the Federal Funds rate on December 13, 2017, marking the fifth increase over the last two years. Even with interest rates...

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