August spending confidence suggests that consumer goods face a spending letup in the near term focused in homegoods categories and among Millennials. The letup may be brief, however, if August represents only a pause in the surge in confidence to spend...
The outlook for consumer goods spending remains positive heading into the back-to-school season given signs from key economic and consumer indicators—including mostly healthy retail sales by channel. The signs for the short term are distilled from the data storyboard below, which...
A surge in Q2 GDP led by consumers provides momentum to consumer goods spending heading into the second half of 2018, although signs from other indicators—price inflation especially—provide some reason for caution. The signs for the short term are distilled from...
Millennials again led the spending confidence of consumers higher in July—with the clothing and homegoods categories benefiting most from stronger confidence to spend over the next 90 days. The recent confidence surge among Millennials suggests they are ready to spend more...
“I doubt that Prime Day can make retail any more promotional than it already has managed to become. But it does continue to move sales around—as well as change the nature of the promotions driving sales. The sales are moving toward...
The outlook for consumer goods spending remains relatively positive in the short-term—despite increasing headwinds from price inflation evident in the latest data—given signs from key economic and consumer indicators. The signs for the short term are distilled from the data storyboard...
“With each tit-for-tat move by the U.S. and China, among other countries, it (the trade war) is likely to have a still greater impact” on the consumer, said Frank Badillo, director of research for MacroSavvy. This is an excerpt from Women’s...
Despite threats, signs from job gains suggest the economic outlook may improve from a modest start to the year. The job gains, however, remain skewed toward Western and some Southern states and metro markets. The threats to the outlook are coming...
Spending confidence among Millennials remains on a strong upward trend—leading consumers’ overall confidence to spend higher in June. Clothing, health and beauty are benefitting most among categories from the confidence trends. Homegoods also show mixed signs of opportunity among generations. Th
“This is going to be another factor that contributes to higher price inflation going forward,” said Frank Badillo, director of research for MacroSavvy. This is an excerpt from Women’s Wear Daily. The full article is found here.