Aug 30, 2023 Consumer Products Corner – Financial Fitness: Revenue and margins both shrink amid declining consumer purchasing power By Randy Burt Brett Meyer Ben Roers Median revenue growth over the last four quarters consistently decreased across all CP sectors, a reversal from the Q1 view. Consumers...
Jul 27, 2023 Consumer Products Corner – Consumer Pulse: Consumer sentiment continues to climb, but what will the rest of 2023 bring? By Randy Burt Brett Meyer Ben Roers Sentiment continues to climb compared to this time last year, buoyed by slowing inflation and a strong jobs market. The latter are...
Jun 26, 2023 Consumer Products Corner – Supply Chain Check-Up: And the lone winning sector is… By Randy Burt Brett Meyer Ben Roers Supply chain imbalances persist across consumer product sectors – with the exception of food & beverage Easing supply chain costs and...
May 26, 2023 Consumer Products Corner – Financial Fitness: Margins shrinking despite revenue growth tailwind By Randy Burt Brett Meyer Michael Hunter Ben Roers +1 more... Show less Median revenue growth over the last four quarters increased across most sectors as consumers continued to spend amid mixed economic...
Apr 24, 2023 Consumer Products Corner – Consumer Pulse: Will consumers remain resilient? By Randy Burt Ben Roers Brett Meyer Michael Hunter +1 more... Show less Key indicators show that U.S. consumers have been remarkably resilient over the last year, even as they confront the triple-threats of...
Mar 27, 2023 Consumer Products Corner – Supply Chain Check-Up: Which will fall fastest? Inflation or the economy? By Randy Burt Brett Meyer Michael Hunter Ben Roers +1 more... Show less Declining consumer demand – largely driven by pressure from rapidly rising household debt-income levels and ongoing consumer price...
Feb 27, 2023 Consumer Products Corner – Financial Fitness: Margins and revenues hit by the consumer spending crunch By Randy Burt Brett Meyer Michael Hunter Ben Roers +1 more... Show less Revenue growth and margins stagnate in key areas Median margins across consumer products sectors have frozen – or fallen in the case of...
Jan 25, 2023 Consumer Products Corner – Consumer Pulse: Will the rising debt-to-income ratio rattle consumer demand? By Randy Burt Brett Meyer Ben Roers Chieh Yin +1 more... Show less Consumer sentiment may have hit a low point in Q4 2022 and is now beginning to trend up, though still down 16% YOY, as the average...