Navigating Consumer Trends: 5 Charts You Need to See

1. Eating out, aka restaurant sales, is the best Co-incident indicator. This is what consumers are 'doing'. The trend in restaurant sales is virtually unchanged over the past 6 months. As long as consumers are employed, they spend.

2. E-commerce sales have been steady, and Amazon is taking share as consumers consolidate their purchases.

The COVID beneficiaries are losing consumer wallet share.

3. High rates and low existing home sales are impacting furniture sales.

4. Home improvement demand is waning.

5. Sporting goods sales continue to decline.

   

   Happy Thanksgiving!