U.S. consumers are likely to feel a modest jolt in commuting costs, as wholesale gasoline futures now point to an 8 percent rise in retail gasoline prices in coming days, with risk of a much more pronounced increase to follow. The surge is due to non-market derived pricing action caused by a recent policy shift from Washington on waivers around imports of ... READ MORE >
From retail to restaurants, consumer products includes many sectors and subsectors. The industry includes many well-known brands with loyal customers and employees, and ownership structures ranging from family owned businesses to public and PE-backed companies.
A sustained hard closure of the U.S. border with Mexico would trigger a recession in both the United States and Mexico within six months. It’s important to note that the auto industry directly employs one million individuals and accounted for 0.7 percent of the real value added to the U.S. economy in 2017. Thus, the multiplier effects of a border shutdown ... READ MORE >
Soft top-line and underlying core retail sales in February point to persistent weak household spending in the first quarter of the year. While retail sales make up roughly 23 percent of household spending, we are certain that if personal spending in February and March does not surge at least 0.5 percent in each month that overall household spending will ... READ MORE >
January retail sales data indicated a modest rebound in spending after a weaker-than-expected close to 2018. The 0.2 percent month-over-month increase in retail sales and the 0.9 percent increase in the retail sales control group figure that feeds into estimates of gross domestic product both affirm that the United States did not fall into recession to kick ... READ MORE >
Consumer confidence and spending created some momentum for the fashion sector in 2018. Continued strong consumer confidence, along with the threat of trade regulations and a tight labor market, will be dominant themes for the sector—and the broader retail space—heading into 2019. In 2018, apparel retailers saw sales rise 7.5 percent for the week of Black ... READ MORE >
The 2019 outlook for the food and beverage sector remains cautiously optimistic; however, macroeconomic trends and public policy headwinds make it increasingly important for middle market companies to pay close attention to consumer preferences, while leveraging technology to drive process improvements and optimization. Margin pressures remain front and ... READ MORE >