HomeIndustriesRetailThe Upside to January Retail Sales: Bar & Restaurant Strength, Egg Prices as Outlier

The Upside to January Retail Sales: Bar & Restaurant Strength, Egg Prices as Outlier

Ted Rossman and Sucharita Kodali react to January Retail Sales missing expectations. They both see upside in the year-over-year numbers despite the month-over-month decline. Ted highlights bars and restaurants’ strength as a key point of consumer discretionary spending. Sucharita calls layoffs “isolated cases” and says she’s not concerned about the overall job market.

The Watch List

14 Feb 2025

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