How is the Modern Consumer Faring in Today’s Economy? A Discussion with Susan Anderson, CFA and Brian McNamara, CFA from CG’s Consumer Research Team

In light of fourth quarter earnings and recent economic data, senior analysts Susan Anderson, CFA (who covers Health, Wellness and Beauty) and Brian McNamara, CFA (who covers Home, Outdoor and Auto) join the podcast to discuss the latest trends and themes in the consumer sector. Susan highlights changes in the consumer’s relationship with wellness and beauty, and Brian discusses the evolving housing landscape. The two analysts also explore the impacts of consumer bifurcation (differences between the health of higher-end consumers vs. lower/middle income consumers), tariffs, innovation, and demographic shifts on their covered companies.

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