Confidence Measures

Post-Election Jump in Confidence Led by Boomers

Spending confidence has moved higher led by Baby Boomers while it continues to slump among Millennials in the wake of the presidential election. The net impact should boost retail sales for the holiday, although results will remain mixed by category and…


Election Worries Keeping Lid on Spending Confidence

Election-related worries continued to dampen consumers’ confidence to spend in October—especially in homegoods and leisure goods such as toys and sporting goods. The signs of ebbing Spending Confidence™ have followed a rise in the percentage of consumers that say they “worry…


Election Worries Explain Weaker Spending Confidence

Election-related worries likely are why consumers’ confidence to spend declined in September—especially among discretionary goods. Electronics and drugs/HBA were the only exceptions. The decline in Spending Confidence comes on the heels of a rise in the percentage of consumers that say…



Growing Shift Online Evident in Latest Retail Sales

Growing momentum in online sales gains made July’s letup in retail sales growth look even weaker for store retailers—with furniture and drug stores two key exceptions. The numbers suggest that relatively healthy Spending Confidence is disproportionately benefiting online retailers, especially in…


Why July’s job gains do not ensure a strong outlook

Why will the U.S. spending outlook remain unevenly modest despite sustained strong job gains in July? It’s true that the gains are an encouraging sign. They show that the job market is overcoming the disruptions—primarily labor-strike and weather-related—that dramatically depressed the…