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2024 Outlook for the Distribution Sector
By Jeremy Bess on October 12, 2023

As the US and global economies navigate the back side of the business cycle, it is imperative for distributors to gain a comprehensive understanding of the dynamics unfolding in preparation...

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ITR Experts Say Retail

Consumer Data Alone: Pain Ahead for US Retail and Hence Economy
By ITR Economics on June 15, 2023

It is time for a consumer check-up. As of now: The US Consumer Credit Card Delinquency Rate is at 2.53%, up 105 basis points from a 2Q21 low. The US Consumer Loan Delinquency Rate is at...

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Webinars Retail

Trends in the US Service Sector and the Health of the Consumer
By Michael Feuz on April 13, 2023

The US macroeconomy is now solidly on the back side of the business cycle, and there are challenges for both the service sector and the consumer. Although we are seeing disinflation,...

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ITR Experts Say Retail

Consumer Holding Steady Amid ‘Tightness Twofer’
By ITR Economics on March 7, 2023

“Twofer Tuesday” was a radio gimmick. On Tuesdays, the classic rock station local to ITR Economics’ southern NH headquarters used to (still does?) entice listeners by playing two songs in a...

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ITR Experts Say Retail

Eyes on the Consumer: A Four-Pronged Assessment
By ITR Economics on December 22, 2022

When you want to know where the ship is headed, a good bet is to go directly to the person at the wheel. For the US economy, that would be the consumer, as every productive economic effort...

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From the President's Desk Retail

Is Inflation Causing Less Consumer Spending? — Headlines vs. Data
By Alan Beaulieu on August 30, 2022

I saw this headline: “Consumer spending slowed in July as inflation remained…” I read that as a clear statement of correlation between something vaguely negative (“slowed”) and inflation....

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