Consumer Trends: 2026

Hi, it’s Dan Frommer. Despite last year’s chaos, the American consumer never stopped spending, and many say they’re trading up.

I’m excited to share a new Consumer Trends Report report, my latest collaboration with Coefficient Capital.

• A 122-slide presentation exploring the new consumer economy.
• Topics include: The creator economy, from careers and brands to TikTok Shop and OnlyFans. Our latest research into Ozempic and GLP-1s. And how a third of Americans are in “optimization mode” to live better, not just longer.
• Results from our new Consumer Trends survey of more than 3,000 US consumers, in partnership with Toluna.

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