
Earnings Point to Stronger Consumer Spending
Headlines tell us consumers are financially stressed, but earnings report point to a different story
MARKETS
/ Higher prices are hitting the selling floors in the US and Europe – and consumers are reacting
Apparel retailing in mid-May 2026 is being shaped by cautious consumers, rising prices, and widening divides between income groups. Across the US and Europe, shoppers are buying fewer garments, watching spending more closely, and focusing harder on value.
Retailing looks resilient, but a closer look tells a somewhat different story.
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