Partner & Managing Director, Chicago
As trends emerge and evolve in the consumer products sector, here you can follow quarterly data developments that outline year-on-year U.S. retail sales and consumer sentiment movements, plus growth and contraction in income and debt levels.
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Consumer sentiment may have hit a low point in Q4 2022 and is now beginning to trend up, though still down 16% YOY, as the average consumer remains healthy by historical standards. However, with the debt-to-income ratio increasing, further downward pressure could be applied to consumer demand. Should future retail trade quarters continue decelerating YOY, as The Fed's measures to choke inflation take effect, profitability measures for companies will need to shift focus to the cost side as price increases become a less impactful lever.