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Durables on a Diet: Why Big-Ticket Spending Isn’t What It Used to Be

Durables on a Diet: Why Big-Ticket Spending Isn’t What It Used to Be

Consumer spending on durable goods in the U.S. is entering a new, quieter phase.

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What Drives a Hoodie Purchase? Hint: It’s Not Just Price

What Drives a Hoodie Purchase? Hint: It’s Not Just Price

It’s Thursday and today we’re diving into the economics of clothing and apparel. April is a sad month for furniture retailers but the rebound is just around the corner, Southern & Western Europe performs as the top Gift cards market in the continent, and the fashion industry is embracing its inner weatherman, predicting a forecast of uncertainty.

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Rapid Growth and Regional Trends in the European Gift Card Market

Rapid Growth and Regional Trends in the European Gift Card Market

The European gift card market is experiencing robust growth, driven by evolving consumer preferences, technological advancements, and regional dynamics.

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The Economics of Clothing

The Economics of Clothing

Global apparel market revenue has shown a resilient upward trajectory, with projections indicating growth from $1.57 trillion in 2019 to $2.04 trillion by 2029.

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Canada Boycotts U.S., Milk-Tea IPO Soars, Weather-Driven Spending Sprees

Canada Boycotts U.S., Milk-Tea IPO Soars, Weather-Driven Spending Sprees

It’s Thursday and today we explore how Canadian nationalism is reshaping consumer behavior in response to Trump-era tariffs, Chagee’s $411M Wall Street debut, why higher incomes mean fewer gift cards, and how tariffs are still hitting household appliance prices the hardest.

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The New Tech Problem: Consumers Aren’t Buying ‘New’ Anymore

The New Tech Problem: Consumers Aren’t Buying ‘New’ Anymore

In consumer tech, new isn’t what it used to be. According to NielsenIQ, just 63% of total tech and durable goods sales in 2024 came from products launched within the past year—a steep drop from 75% in 2021.

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Canadian Patriotism Fuels Consumer Backlash Against U.S. Tariffs

Canadian Patriotism Fuels Consumer Backlash Against U.S. Tariffs

As U.S. President Donald Trump's aggressive tariff policies strain cross-border relations, Canadian consumers are responding with a surge of economic patriotism.

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Easter's Coming: Inflation Hopped Into A $22B Basket

Easter's Coming: Inflation Hopped Into A $22B Basket

Today we explore where the $803B consumer's budget for Technology goes, the boundary between consumer and creator continues to fade, Bain Capital to acquire major franchisee Sizzling Platter in a $1B deal, and December is positioned as the MVP of clothing sales.

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Easter Economics: Cracking Open Seasonal Consumer Trends

Easter Economics: Cracking Open Seasonal Consumer Trends

Easter is more than just chocolate eggs and pastel packaging—it’s a significant moment on the consumer calendar that offers valuable insights into seasonal purchasing behaviors, promotional strategies, and supply chain shifts.

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Holiday Peaks & Seasonal Cycles: Why December Dominates U.S. Clothing Retail Sales

Holiday Peaks & Seasonal Cycles: Why December Dominates U.S. Clothing Retail Sales

The cyclical component of U.S. clothing and clothing accessory store sales exhibits a pronounced seasonal pattern, with December consistently marking the annual peak.

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F&B’s Unstoppable Wave—Dig In

F&B’s Unstoppable Wave—Dig In

Today we’re diving into food and beverage PE activity, Argentina leading the charge in ecommerce growth, tariffs risking consumer tech spending hitting new highs, and Gen Z averaging 7.2 hours daily in entertainment.

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Mergers, Markets & Meals: Private Equity’s Strategic Play in the F&B Sector

Mergers, Markets & Meals: Private Equity’s Strategic Play in the F&B Sector

Private equity’s engagement in the food & beverage (F&B) sector has proven to be more than a short-term trend—it’s a long-term investment strategy driven by consumer resilience, innovation, and market consolidation.

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