Retail ETFs: Following the Selective Consumer
- Consumers remain resilient, but spending is increasingly shifting toward value, convenience, and frequent everyday purchases.
- Retail ETFs can bridge staples and discretionary exposure.
- E-commerce is evolving from discretionary shopping toward an everyday retail channel spanning groceries, essentials, and services.
The consumer remains resilient, but spending is becoming increasingly selective. Bank of America’s August Consumer Checkpoint showed total card spending per household increased 5.0% year-over-year in July, with spending excluding gasoline up 4.3%. Although growth moderated from June, Bank of America attributed much of that slowdown to the fading of temporary boosts, including the timing of major online sales and World Cup related spending, rather than a broad deterioration in underlying demand.
Still, households have less room for discretionary purchases. The personal saving rate was just 2.7% in June, according to the Bureau of Economic Analysis, likely due to higher inflationary costs. This points to a consumer that is still willing and able to spend, but is becoming more deliberate about where those dollars go.
For investors, that makes the retail opportunity less about whether consumers are spending and more about which companies are capturing their spending. Value, convenience, and frequent purchases remain important themes, benefiting warehouse clubs, discount retailers, and companies tied to everyday necessities. At the same time, e-commerce is becoming more integrated into routine purchases such as groceries and household goods. Memberships, advertising, marketplaces, and fulfillment are also giving some of the largest retailers additional ways to monetize customer relationships beyond traditional merchandise sales. We’ll take a look at these trends — and a few ETFs that follow them — in this note.
Source: https://etfdb.com/thematic-investing-content-hub/following-selective-consumer/
Anyone can join.
Anyone can contribute.
Anyone can become informed about their world.
"United We Stand" Click Here To Create Your Personal Citizen Journalist Account Today, Be Sure To Invite Your Friends.
Before It’s News® is a community of individuals who report on what’s going on around them, from all around the world. Anyone can join. Anyone can contribute. Anyone can become informed about their world. "United We Stand" Click Here To Create Your Personal Citizen Journalist Account Today, Be Sure To Invite Your Friends.
LION'S MANE PRODUCT
Try Our Lion’s Mane WHOLE MIND Nootropic Blend 60 Capsules
Mushrooms are having a moment. One fabulous fungus in particular, lion’s mane, may help improve memory, depression and anxiety symptoms. They are also an excellent source of nutrients that show promise as a therapy for dementia, and other neurodegenerative diseases. If you’re living with anxiety or depression, you may be curious about all the therapy options out there — including the natural ones.Our Lion’s Mane WHOLE MIND Nootropic Blend has been formulated to utilize the potency of Lion’s mane but also include the benefits of four other Highly Beneficial Mushrooms. Synergistically, they work together to Build your health through improving cognitive function and immunity regardless of your age. Our Nootropic not only improves your Cognitive Function and Activates your Immune System, but it benefits growth of Essential Gut Flora, further enhancing your Vitality.
Our Formula includes: Lion’s Mane Mushrooms which Increase Brain Power through nerve growth, lessen anxiety, reduce depression, and improve concentration. Its an excellent adaptogen, promotes sleep and improves immunity. Shiitake Mushrooms which Fight cancer cells and infectious disease, boost the immune system, promotes brain function, and serves as a source of B vitamins. Maitake Mushrooms which regulate blood sugar levels of diabetics, reduce hypertension and boosts the immune system. Reishi Mushrooms which Fight inflammation, liver disease, fatigue, tumor growth and cancer. They Improve skin disorders and soothes digestive problems, stomach ulcers and leaky gut syndrome. Chaga Mushrooms which have anti-aging effects, boost immune function, improve stamina and athletic performance, even act as a natural aphrodisiac, fighting diabetes and improving liver function. Try Our Lion’s Mane WHOLE MIND Nootropic Blend 60 Capsules Today. Be 100% Satisfied or Receive a Full Money Back Guarantee. Order Yours Today by Following This Link.
| Visits: | 1,828,555,094 |
| Stories: | 8,686,715 |
Whistler Blowers, Insiders
