HomeIndustriesRetailHoliday Sales Beat vs January Miss: Consumer in Trouble?

Holiday Sales Beat vs January Miss: Consumer in Trouble?

Bea Chiem compares holiday sales surpassing expectations vs January’s retail sales drop. “It may not indicate a trend,” she says, but notes that other macroeconomic data indicates potential consumer weakness. She discusses the credit outlook and the potential of defaults as rates look set to stay higher for longer.

Next Gen Investing

14 Feb 2025

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