Charting sales, sentiment, and supply chains in consumer-facing businesses

Post-pandemic, slowing growth and the need to drive productivity to maintain profitability are top concerns. Ongoing supply chain and labor difficulties increase the challenges for leaders of consumer products businesses.

Consumers have, to a large degree, rallied through rising interest rates and surging inflation, yet their resilience is being severely tested, and a widespread spending pullback may materialize as many consumers begin to trade down.

Here we provide a rolling quarterly check on year-on-year changes in retail sales, consumer sentiment, company performance, inventory movement, and other supply chain health indicators.

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LATEST ASSESSMENT: Will a positive end to 2023 carry into 2024?

After a difficult Q3, 2023 ended on a positive note. Buoyed by a strong labor market, easing inflation, and increased discounting, consumer sentiment accelerated in December and January as retail spending and income rose. As income outpaced debt and inflation, consumers set holiday spending records and these strong retail sales drove an increase in revolving credit. Consumers' willingness to spend indicates they feel good about the economy and their personal finances. With a soft landing seeming more likely, the big question for 2024 is how much further consumers can drive economic growth.


We bring an experienced and tactical skillset to help companies navigate everything from mergers and acquisitions to shifts in underlying consumer demand trends.