Sarah Henry discusses the "really interesting gap" between "what consumers say and what they do." As she explains, the disconnect comes from waning sentiment amid still strong spending, even if that spending becomes pickier. Sarah makes the case that the trend isn't a new one as she takes investors through data since 2019. McDonald's (MCD) value pivot is one Sarah focuses on more, explaining how the company serves as a barometer to U.S. consumers even as its stock hits 4-year lows.