Consumer Spending

CPG CEOs Say Consumers Keep Buying Despite Affordability Pressures

CPG CEOs Say Consumers Keep Buying Despite Affordability Pressures
CPG CEOs Say Consumers Keep Buying Despite Affordability Pressures
February 13, 2026  |  Consumer Insights

If one theme connected fourth-quarter earnings calls across consumer packaged goods companies and discretionary brands, such as toymakers, it was the emergence of a consumer...

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Households Navigate Higher Costs With Smarter Spending
Households Navigate Higher Costs With Smarter Spending
February 12, 2026  |  Economy

The consumer in the United States is no longer one market. It’s two. And corporate earnings calls are increasingly where the split shows up first....

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Citi Executive Warns Rate Cap Would Kill Credit for Lower-Income Consumers
Citi Executive Warns Rate Cap Would Kill Credit for Lower-Income Consumers
February 11, 2026  |  Credit Cards

The Trump Administration’s proposed 10% cap on credit card interest rates would harm access to credit as well as consumer spending in several sectors of...

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Ahold Delhaize Sees US Online Grocery Sales Jump 22%
Ahold Delhaize Sees US Online Grocery Sales Jump 22%
February 11, 2026  |  Earnings

Ahold Delhaize saw quarterly digital sales surge as more American consumers do their grocery-buying online. Get the Full Story Complete the form to unlock this...

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Retailers Focus on Data and Payments as Shoppers Pull Back
Retailers Focus on Data and Payments as Shoppers Pull Back
February 10, 2026  |  Retail

The 21st century retail battle is no longer being waged primarily over assortment, price, or even brand equity. Get the Full Story Complete the form...

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Consumers Pull Back to Protect Savings as Retail Sales Stall
Consumers Pull Back to Protect Savings as Retail Sales Stall
February 10, 2026  |  Economy

Flat retail sales at year end ran counter to the growth momentum many analysts expected upon the release of the latest report on Tuesday (Feb....

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Nearly 3 in 4 Premium Cardholders Used a Card-Linked Offer in the Past Year
Nearly 3 in 4 Premium Cardholders Used a Card-Linked Offer in the Past Year
February 10, 2026  |  Credit Cards

Consumers who pay the most for their credit cards turn out to be the ones least likely to ignore them. Just 3.9% of premium cardholders...

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35% of Consumers Plan to Use Tax Refunds to Boost Savings
35% of Consumers Plan to Use Tax Refunds to Boost Savings
February 09, 2026  |  Consumer Insights

Tax season officially began on Jan. 26, and refunds are already starting to reach consumers’ accounts this month. While the arrival of refunds is annual,...

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Credit Data Shows Spending Discipline as Card Balances Rise
Credit Data Shows Spending Discipline as Card Balances Rise
February 06, 2026  |  Consumer Finance

The Federal Reserve’s latest consumer credit data points to a familiar seasonal pattern, with revolving balances moving higher as households navigated year-end expenses and holiday...

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