Consumer Trends: The (Partial-) Reopening Special
Hi, it’s Dan Frommer. I’m excited to share a new Consumer Trends report, my latest collaboration with Coefficient Capital.
When we started this project earlier this summer, the “reopening” appeared to be in full swing, as Covid-19 case counts fell and US consumer activity rebounded. But the Delta variant and vaccine polarization are now leading to increased uncertainty.
- A 49-slide presentation highlighting what’s changed the most — and what hasn’t — as the pandemic rewrote the rules of consumer behavior and spending.
- Topics include the continued shift to online grocery (and what it means), the future of digital home fitness, signs of a K-shaped recovery, the “Roaring ‘20s” question mark, and what’s next.
- Custom data on consumer spending and foot traffic provided by Earnest Research.
- Results from our latest original Consumer Trends survey of more than 3,000 US consumers, in partnership with Toluna.
Register or log in to read and download the report for free. Or even better: Sign up for The New Consumer membership — I’ll be going deeper on many of these trends in my member-exclusive newsletter, in addition to the usual reporting, analysis, interviews, and commentary. Thanks in advance for your support!