Discover and read the best of Twitter Threads about #Consumer

Most recents (24)


Shares of US grocers, packaged food companies, and supermarkets fell in the first three weeks of 2023, compared to the same period last year, as their high valuations and fading dividend appeal pushed investors to US Treasuries. @USTreasury
In 2022, the S&P 500 consumer staples sector, along with other bond proxies such as real estate and utilities, outperformed the broader market as investors sought refuge in dividend-paying companies amid recession fears.
In a reversal of the trend, the consumer staples sector has fallen 3.4% in 2023, the most among the major S&P sectors, while the S&P 500 has risen 1.5% on lower expectations of a severe economic downturn.
Read 5 tweets
#capitalism is essentially *backwards* looking. yes, capitalists attempt to pretend that they're the masters of #innovation and advancement of #technology, the builders of the #future, and all that.

it's lies—mere #marketing. capitalists do not like progress or change.

corporate #management and #executive persons want one thing above all others: guaranteed #money. they want *safe bets*. they don't want #competition or #risk; they want a steady source of "passive income" that always goes up and up.

(this causes #inflation, by the way.)

(yes, I know that #capitalism and the #business community, not to mention all #politics and #journalism these days, blame #inflation on the profligate #consumer—but in reality, inflation occurs because capitalists always want *more #money*; it has to come from somewhere.)

Read 18 tweets
As we head into 2023, we at Veritas think the headwinds are getting stronger against the Canadian #banks. Let's look at a few data points in the next series of tweets.

First, when the Big Six reported their Q4 results early in December, none except $RY saw a #recession coming in the next 12 months in their base case forward looking economic indicators. (RY estimated real GDP growth of negative 0.2%).

However, notice how much more negative their indicators got between Q3 and Q4 (red means the bank is more negative relative to the other banks and green more positive).

Read 15 tweets
(1/7) #Bullmarkets are periods of increased #asset values due to regular #price fluctuations. This thread emphasizes on its causes and characteristics. 🐮🧵

Learn More 👇…
(2/7) Wage growth, capital inflows, minimal unemployment, strong #consumer spending, and increasing corporate #profits are all factors that lead to sustainable #bullruns. 🐮📈
(3/7) Characteristics of a #BullCycle:
1. Boosted #investor confidence, falling policy rate. 🔝📈
2. More #money being invested in the future by businesses. 💵📈
3. There is a decline in the #unemployment rate. 👨‍💼📉
4. The process of #spending money is more straightforward ⬆💯
Read 7 tweets
(1/12) Understanding mega cap companies helps us understand the broader #market because they have such an outsized impact on the indices people track and invest in. Yesterday we talked about big / ad #tech ( $GOOG $META) and today we are talking #retail.
(2/12) People forget that Walmart $WMT and Amazon $AMZN are the largest companies in the world by sales...

Heck, the US has a massive per capita #GDP thanks in large part to the #consumer / American's buying a lot of stuff.
(3/12) So lets take a look at the state of retail from the top down (macro / economy level) and then from the bottom up (micro / company level)…

We are bottoms up investors, but pay close attention to the macro as an overlay (and just out of interest!).
Read 12 tweets
1. #Travel #Holidays #CabinAirQuality #Aerotoxic

From 2012 to 2021, I worked w/remarkable #campaigners 2secure an #European @Standards4EU 2deliver cleaner & less toxic air 4 #Aircrew & #Passengers

In that period, we suffered derision, insult & indifference, but still we battled
2. #Travel #Holidays #CabinAirQuality #Aerotoxic

My colleagues need to be recognised:

@SusanMichaelis1 @oferralle #JohnGoss #JudithMcJannet #ArieAdriaesen #VincianeCabaret #HalvorErikstein

No one will ever know or u/stand what we endured, but we strove to build bridges
3. #Travel #Holidays #CabinAirQuality #Aerotoxic

But, as with all things standards-making, as we discovered via @Standards4EU, the path was never straight

However, we created the most dynamic draft #Standard seen to date

This document would have changed e/thing on #fumeevents
Read 14 tweets
As we approach the @federalreserve’s monetary policy conference at #JacksonHole this week, a question we’ve been asking ourselves is whether the abundance of survey-based, and goods-oriented, #economic data may be overstating the weakness in the #economy as a whole?
Without question, many broad-based surveys, including those focused on #ConsumerConfidence and small #business optimism, are painting a very bleak picture of the #economic trajectory. Image
And at the same time, many goods/manufacturing sector data points are portending continued significant weakening of the sector. Image
Read 12 tweets
#Indians are #saving more and working longer hours to meet living expenses, says study…

By @karunasharmaa Image
Urban #consumers are putting less money into their piggy banks as #savings have taken a hit due to increasing prices of fuel, food and beverage and massive household bills.

For 76% of urban #consumers, the rising cost of living is having an impact on their big plans, said a report.

35% consumers said that their household financial situation is deteriorating and 46% of them believe the general economic outlook of the country is negative.

Read 6 tweets
Welcome to the Most Anticipated Recession in History - One data point from the Fed’s officialdom confirms the United States is in a technical recession and heading for a potential hard landing - by @TraderStef #GDP #Recession #DemandDestruction #TaperCaper… Image
Read 10 tweets
Lay’s, Kurkure and Bingo are taking over Indian #snacks like Aloo Bhujia, Murukku…

By @Krittiiii Image
The changes in customer preference is pitting India’s traditional snacks like Aloo Bhujia, murukku, makhane and more against international brands like Lays, Bingo and Pringles. While this may come off as a comparison of apples and oranges, it does stand true.

#snacks Image
Strong distribution, wide flavour range at varied price points and aggressive promotion are some of the leading drivers for Pepsico and ITC strong portfolio and market dominance.

#snacks Image
Read 8 tweets
𝗖𝗮𝗹𝗹𝗶𝗻𝗴 𝗔𝗟𝗟 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 🔈

This is a FREE OPPORTUNITY to get direct access to Management Teams from top consumer brands.

As easy as 1,2,3 👇🏽
1/ Event

The upcoming share series is kicking off on Monday, June 27th,

𝔸𝕟𝕕 𝕚𝕥’𝕤 𝕆ℕ𝔼 𝕠𝕗 𝕒 𝕜𝕚𝕟𝕕

The event is a free virtual session, you will be able to tune in from anywhere in the world.

#financetips #investors
2/ Register

This is not something you want to miss #retailinvestor

Reserve your spot by clicking on the link below:
Read 5 tweets
Every now and then I will make a #thread 🧵 of #threads 🧵 to keep you all updated on the #alpha I shared across time on #Twitter.

Today is the day. I don't know how long this will be.

Let's start with the previous threads🧵of threads🧵
Read 18 tweets
1. #Travel? #Holidays? #COVID19?

So, the finger-jabbing continues

Meantime, I've spoken to #Consumers abt positive experiences @STN_Airport - plenty of staff & well org they tell me, so why is it so different elsewhere?

Then there's other issues....…
2. #Travel? #Holidays? #COVID19?

We hear of the remarkable pleading to allow foreign workers to come in under special visas which was refused; a free-movement #Brexit issue; an own goal!

But clearly the discussion has been going on for months…
3. #Travel? #Holidays? #COVID19?

In this discussion abt foreign workers & other matters, we discover @GOVUK & #TravelIndustry have had regular meetings w/warnings given

So, @grantshapps release minutes of the meetings & let's see discussions & warnings…
Read 8 tweets
@LBC @NickFerrariLBC

Thnx 4opp 2talk abt current #Airport #Airline #Travel chaos; not just UK prob; it extends across #Europe

Many reasons & blame abound but the return to normality was always going 2B problematic.

#Brexit transferred 261/2004 Rights; @CAA_UK should enforce!
2. #Travel? #Holidays? #COVID19? @LBC

Key Q: @GOVUK claim they'd warned #TravelIndustry, concerned that they: "Seriously oversold flights & holidays relative to their capacity".

@grantshapps publish meetings, minutes & warnings; let's see the detail!......
3. #Travel? #Holidays? #COVID19? @LBC @NickFerrariLBC

....It is this use of language, by all parties, that's designed to present their position that creates confusion in #Consumer understanding and indeed their expectations

It's all very good having high expectations, but...
Read 10 tweets
#NIFTY bottom for the year 2022 is near 15400 - 15100

Mostly will get achieved in month on MAY 2022 only.

After #bottom out #TOP for the year 2022 is near 19100 - 19500 which i am expecting before NOVEMBER 2022

For SECTORAL OUTLOOK check out the thread 🧵
Read 12 tweets
It's weekend and it's the end of the month. The #markets are closed.

So there is the perfect time to analyze the #momentum & relative #strength of the markets.

This information is relevant for all #investors, but especially for #trend #followers 📈📈📈


The #momentum of the markets are one of the most powerful forces in the evolution of the #asset #prices.

The #reversion to the mean is the opposite force, which is equally powerful. Momentum works on a short and medium term (up to 3 to 5 years).
There is a ton of academic research related to the momentum and the benefits of using it and relative strength. But presenting it this is not the purpose of this #thread.

Relative strength is actually a comparison between the #momentum of two or more #markets.
Read 35 tweets
We are LIVE tweeting the panel discussion “East of Eden: Unleashing the Content Subcontinent” with @ianuragthakur, Bela Bajaria, @MadhuriDixit, @shekharkapur, @saadmohseni and @authoramish

Stay tuned for updates!

Join us for the session LIVE here:

#Raisina2022 #RaisinaDialogue #TerraNova
.@ianuragthakur: To exist and to stay relevant, we need hard power and to form relations beyond boundaries, we need #softpower.

#Raisina2022 #culture #content
Read 14 tweets
I was on the flight before my bday March 27.I wanted to land for my party in #Dubai with family & see #Expo2020 before closing in 2 days.
25mins in air! @aircanada Captain announced in low voice,bad news-No Dubai tonight,mechanical problem,but you'll have a nice view of ...
dumping fuel from the wings though,which I've never experienced in 20 years of traveling.I teared like a baby and so as the mother near me-cried a river.Passengers took videos of the fuel dumping.Good job @GretaThunberg. Lets dump over North Bay and breathe it with #COVID19
North Bay-hazardous waste out of #Ontario landfills and waterways,which I later learned.
Rude Old Hostess said "High Alert fasten seat belt.What does high alert mean? I say.She replies "we are going back, I DONT KNOW." then I replied "who does?Batman?God?You're Jesus?...
Read 11 tweets
Colloque Tralogy III #tralogy3
« #Traduction humaine et traitement automatique des langues : vers un nouveau consensus ? »
‘Human #translation and natural language processing: Forging a new consensus?’
2e journée
#TAL Image
Technologies de la #traduction et dynamiques de pouvoir
Confining Machine Translation; Reclaiming Localization
by Alan Melby, of Brigham Young University @BYU and the International Federation of Translators @fit_ift
#machineTranslation #localization
Translation grades
- high grade: #professional #translation
- low grade: supports triage Image
Read 23 tweets
Eine der schönsten 'Pflichten', als Sprecher einer der Fachgruppen in der wunderbaren Gemeinschaft der Forscher:innen & Fachexper:innen im Kontext der #Psychologie in Deutschland?
Die Einladung zum #DeutscherPsychologiePreis 2021 der @DGPs_Berlin @BDPeV @ZPID et al.
Dieses ...
@DGPs_Berlin @BDPeV @ZPID ... Jahr steht der #DeutschePsychologiePreis ganz im Zeichen der Corona-Pandemie - und geht vollkommen verdient an @CorneliaBetsch für ihre unglaublich wertvolle Pandemie-Forschung der letzten 2 Jahre.
@DGPs_Berlin @BDPeV @ZPID @CorneliaBetsch Auf jeden Fall sehr spannender Fachvortrag von Prof. Klaus Lieb vom @LIRgGmbH - auch gerade zum Thema der notwendigen Wissenschaftsstrategien für Mega-Transformationen wie die #Coronakrise (auch #Klimakrise?)!
Read 34 tweets
#Consumer spending +0.2% in Feb but fell 0.4% in real terms.

🟡Disposable income +0.4%
🟡Inflation-adj -0.2%

⤴️Savings +0.2pt to 6.3%: near 2013 low

PCE prices +0.6%
🔥#Inflation 6.4% (+0.4pt) high since '82

Core prices +0.4%
🔥Core inflation 5.4% (+0.2pt) high since '82
US consumer spending expenditures adjusted for inflation slipped 0.4% in February

🟡Consumers pulled back their outlays on goods (-2.1%) led by a 2.5% plunge in durable goods and a 1.9% contraction in nondurable goods.

🟢Spending on services posted a healthy 0.6% jump
Consumer spending in Feb

- better health conditions
- Desire/Ability to spend

🟡Constraints (mostly on goods):
- Supply chain constraints
- Higher prices
- Spending mix rotation

▶️Spending on goods +16% 🆚pre-Covid
▶️Spending on services -0.3% 🆚pre-Covid
Read 6 tweets
(1/x) Consumer spending has been running significantly above trend. As this growth was driven by govt. transfers and a shutdown in services, it looks non-recurring and prone to mean-revert as the pandemic wanes. But what would that look like?
#SPX #consumer
(2/x) Consumer expectations for year-ahead spending growth from the FRBNY’s Survey of Consumer Expectations seem a good prognosticator of realized goods spending growth. The two are highly-anticorrelated.
(3/x) In other words, consumers have been whipsawed by the policy response to Covid, and that helps think about the path ahead for spending. Expectations from the most-conservative households have had more predictive power, although not sure why.
Read 5 tweets
🎊It's Friday! Which means it's time for our weekly media briefing. Today we're talkin' cars and the red flags ⚠️ you need to watch for when making a purchase. You can follow the convo @EthnicMediaSvc starting at 11am PST or via FB live: @FTC @HERAdvocates
🎊Welcome to EMS's regular Friday briefing. Today we're discussing what you need to know when buying or financing a car with the @FTC, @legal_aid_MN and @HERAdvocates. Follow the discussion @EthnicMediaSVC or via FB live
Two really useful resources from the @FTC for consumers preparing to buy or lease a vehicle:
Buying a used car from a dealer:…
Read 37 tweets
DoubleLine founder and CEO Jeffrey Gundlach presents:

Just Markets 2022 - I Feel Young Again

Today at 1:15pm PT, register here:…

#macro #markets #stocks #FX #bonds #commodities #rates #inflation #Fed #QE #bitcoin

Live recap thread⬇️
Jeffrey Gundlach: 2021 might end up running 7% year on the CPI

#inflation #QE #Powell #fed #hikes #rates
Jeffrey Gundlach: Low interest rates coupled with inflation generating negative interest rate.

#JustMarkets2022 #CPI #QE #Fed
Read 48 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!