Episode 6: U.S. Consumer - What’s in the Cart?

After last year’s strong holiday season, U.S. financial markets were concerned that this year’s first-quarter retailer earnings might reveal a lull in consumer spending. Yet the results surprised mostly to the upside as consumption proved resilient. How will the U.S. consumer fare for the remainder of this year and into 2025? Which retailing categories are seeing stronger or weaker spending? Join Citi’s Rob Rowe, U.S. Regional Director of Research and Head of the Global Strategy and Macro Group, and Paul Lejuez, Head of Consumer Discretionary for Citi Research, as they delve into these questions against the current economic backdrop, and discuss how Paul and his team measure and forecast discretionary spending power.
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