Dell executives at CES 2026 expressed disappointment with the consumer demand for AI PCs, noting that AI features are confusing rather than compelling. Microsoft’s CEO is actively involved in improving Copilot, but the product still lags behind competitors and faces skepticism from consumers. Despite the hype, the market is not yet ready to embrace AI PCs, and traditional sales methods remain necessary until AI tools like Copilot are more mature.
Evercore ISI analysts highlight resilient consumer demand in online platforms, recommending Amazon as their top stock pick for 2026 due to its strong growth prospects, including cloud services and new ventures, with Expedia and DoorDash also favored for their growth potential.
China's services activity grew at its slowest rate in five months, signaling a fragile economic recovery amid sluggish consumer demand, weak housing prices, and a weak jobs market, with government efforts focusing on boosting sectors like travel and entertainment.
Private-sector data suggests US consumer demand slowed in September after a strong summer, with discretionary spending decreasing, though official retail figures may differ. Economists warn that the upcoming holiday season will test consumer resilience amid a cooling job market and inflation, despite some optimistic corporate outlooks and mixed retail reports.
Costco exceeded quarterly revenue and profit estimates driven by strong demand for affordable essentials amid economic pressures, with increased membership fees and a focus on value offerings boosting sales and customer loyalty.
Prime Minister Narendra Modi's recent GST cuts in India, reducing taxes on essential goods and consumer products, are expected to boost household spending during the upcoming festive season, despite potential revenue losses and implementation challenges among small businesses.
Wendy's has lowered its sales forecast for 2025 due to increased competition and economic uncertainty impacting consumer spending, especially among lower-income customers. Despite some recovery from new product offerings, overall demand remains sluggish, with Wendy's facing challenges in effectively communicating value compared to competitors like McDonald's, which has successfully expanded its value menu to attract budget-conscious consumers.
Oreo and Reese's, despite being owned by different companies, have collaborated to release two new products combining their flavors, driven by consumer demand and as a strategic move amid declining snack sales, with the products available in September and a permanent addition to their lines.
Coca-Cola plans to introduce a cane sugar-based version of its classic soda alongside the traditional high-fructose corn syrup version, aiming to appeal to niche markets and health-conscious consumers, though experts warn it may face marketing and pricing challenges similar to past product battles.
Tariffs imposed during Trump's administration are contributing to rising inflation, despite some signs of softening in housing and travel prices, which complicates the Federal Reserve's decision on interest rate cuts. Democrats argue that these tariffs are worsening costs for American families, including higher prices for groceries and rent.
China's economy grew by 5.2% in Q2, driven by exports outside the US and government stimulus, but faces risks from global trade tensions, sluggish domestic demand, and deflationary pressures, with analysts predicting a slowdown below 4.5% in the latter half of the year.
Target is urging corporate employees to return to the office three days a week amid declining sales and customer visits, as part of a broader trend among companies to boost in-person collaboration, despite employee resistance and ongoing challenges from inflation and consumer boycotts.
General Mills plans to remove artificial colors from its entire product portfolio by 2027, responding to consumer demand and regulatory pressures, with a focus on natural alternatives and transparency in food ingredients.
Used vehicle prices decreased slightly in May from April but remain significantly higher than last year, driven by sustained demand and low inventory levels, despite some easing from recent highs caused by tariff-related buying surges.
The Bonne Maman Advent Calendar has become a highly sought-after item due to its limited edition status and the growing consumer demand for unique holiday products. The calendar, which features a variety of jams and spreads, has gained popularity as a festive gift, leading to increased interest and competition among buyers.
