• Data Doesn't Lie: Competing Trends in Consumer Spend

  • Dec 24 2018
  • Length: 55 mins
  • Podcast
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Data Doesn't Lie: Competing Trends in Consumer Spend

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  • Summary

  • Michael Dart welcomes Don Unser, Retail Group President of NPD Group and Marshal Cohen, Chief Industry Advisor of the NPD Group to discuss the current state of retail after this holiday season, and political climate. Which companies are surviving, and even thriving today? Three key takeaways are discussed: Online threats are still causing a lot of anxiety for retailers and investor community, the data potentially points to lack of confidence in long-term consumer spending; there's been a boom but household debt is at all-time highs, and finally, political uncertainty and potential global trade wars, which would have a big impact on the consumer and where they'd be spending money. Which sectors still have high growth potential, and which demographics are expected to increase spend in the near term? For feedback or to reach out, email shopcast@ATKearney.com
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