More tariff analysis! The consumer inflation experience in recent yrs may be setting the stage for more resistance to tariffs in '25 vs. '18. Products that have already had a sharp increase in price sensitivity face the most opposition to potential tariffs:

pro.morningconsult.com/analysis/tar...

Our last Consumer Says ep of the year!! Tune in for @sofiabaig.bsky.social and me talking all about tariffs, Fed and INFLATION!

(...or if you prefer silence - see our accompanying newsletter!

read: pro.morningconsult.com/analysis/con...

subscribe: pro.morningconsult.com/newsletters?...)

Latest episode of Consumer Says is out where @kaylabruun.bsky.social and I go over the top 4 headwinds and top 2.5 tailwinds facing the US economy now. Might be my favorite one we’ve done yet! m.youtube.com/watch?v=GF5d...

Most voters think foreign companies or foreign governments pay for tariffs

Exciting news (for me)!!

We published our new State of the Global Consumer report last week, for the first time showcasing our very own intl consumer spending data across all 15 countries we cover!

That's monthly, apples-to-apples, category-level spending data!!

Our team writes A LOT about differing dynamics/econ experiences across income groups. It's mostly been bad news for lower earners...

But from late summer thru mid-Nov, we are finally seeing improvement in consumer health scores - with <$50k group showing the most progress!

Retail expert Claire Tassin joined @kaylabruun.bsky.social and me to discuss consumer demand and holiday shopping trends for 2024. Check out the full episode here: m.youtube.com/watch?v=ezht...

The Walmart/Target earnings contrast got me curious....so I took a look at how our brand-specific Consumer Health Index (CHI) scores shifted in Q3.

Turns out there were some conflicting demand patterns among these retailers customers, foreshadowing their earnings outcomes!

Update on Morning Consult's Consumer Health Index (CHI) - we are seeing some interesting movements as we approach peak holiday spending season!

Consumer demand appears to be picking up thru mid Nov (chart runs thru Nov. 16)--and it's not just driven by the post-election sentiment bump either...

It's podcast day for
@sofiabaig.bsky.social
...me...and our VERY SPECIAL GUEST, retail expert
Claire Tassin!!

We chat about consumer demand in general and then dig deeper on 2024 holiday spending trends & Black Friday expectations!

Watch on Youtube: www.youtube.com/watch?v=ezht...

Where @sofiabaig.bsky.social goes I will follow! And then probably post some econ charts :) Hi!