How Nervous is the U.S. Consumer? A Conversation with Susan Anderson, CFA and Brian McNamara, CFA from CG’s Consumer Research Team
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How Nervous is the U.S. Consumer? A Conversation with Susan Anderson, CFA and Brian McNamara, CFA from CG’s Consumer Research Team
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CG’s Consumer Analysts Susan Anderson, CFA (who covers Health, Wellness and Beauty) and Brian McNamara, CFA (who covers Home, Outdoor and Auto) return to the podcast during the early innings of Q1 2025 earnings season to discuss early takeaways from company commentary as well as notable data or trends to help listeners better understand the current environment. The conversation touches upon important topics such as tariffs, consumer sentiment, and lower-income consumer behavior compared to higher-income consumer behavior. Although few companies have reported so far, Susan and Brian break down patterns that are emerging and provide a framework for anticipating what is to come.
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