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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts

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From: ajtj999/15/2025 9:56:35 PM
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Canaries in the coal mine:

Colgate-Palmolive Co., meanwhile, is seeing customers dial back their toothpaste and toothbrush orders, keeping just one tube lying around instead of an inventory of two or three and using their toothbrushes beyond the recommended three months, CEO Noel Wallace said at a Barclays Plc conference this week.

The big recessionary tell is underwear sales, and those have not dropped yet.

Low income spending is in a recession. Middle income spending is treading water. High income spending is 50% of all spending, and that's accounting for all the consumer spending growth this year.
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