Consumers say they’re worried. Their spending says otherwise. Jonathan Silver and NRF’s Mark Mathews break down what average spending hides and who actually wins the next purchase.
In this episode of Market Share, Affinity Solutions CEO Jonathan Silver and NRF Chief Economist Mark Mathews dig into the gap between sentiment and actual spend, and what average spending hides about who your customers really are. Burger King won the quarter, but McDonald’s owns the customer. Amazon grew by earning more visits, not bigger baskets. And what looks like loyalty is often just loyalty to the discount. They close on the indicator each watches most: whether consumers have the income to keep spending.
