美国中产阶层经济信心下滑，消费趋势现两极分化

Group 1: Consumer Confidence and Spending Behavior - The consumer confidence index reported by the University of Michigan dropped nearly 6% in August compared to the previous month, reversing the slight recovery seen in June and July, indicating increasing concerns about the economic outlook [1] - Over 70% of respondents in a survey indicated plans to reduce purchases of items with significant price increases over the next year, particularly in retail and dining sectors [3] - Households with annual incomes between $50,000 and $100,000, which had shown optimism earlier, quickly shifted to a more pessimistic outlook, aligning with lower-income groups [1][3] Group 2: Retail and Dining Sector Trends - Walmart observed a decrease in the proportion of non-essential items in the shopping baskets of middle and low-income customers [3] - Kohl's reported that customers are increasingly opting for more affordable clothing and home goods, with the CEO noting that middle and low-income customers face the greatest challenges [3] - Dining establishments like IHOP and Denny's are seeing customers reduce beverage consumption and choose promotional items, reflecting a shift towards budget-friendly options [3] Group 3: High-Income Consumer Resilience - High-income consumers continue to engage in luxury spending, such as purchasing first-class airline tickets and high-end sneakers, showing resilience in their consumption patterns [3] - Swiss sneaker brand On reported a 32% revenue growth in the second quarter and raised its annual sales forecast, indicating strong demand in the high-end market [4] - United Airlines reported a 5.6% revenue increase in premium cabin sales, while economy class revenues experienced a decline, highlighting a clear divide in consumer spending behavior [4] Group 4: Impact on Other Industries - The medical aesthetics industry is witnessing a trend where consumers earning $150,000 or less are extending treatment intervals or reducing dosage, indicating significant impact from economic pressures [4] - Discount brands like Crocs are experiencing a slowdown in sales, contrasting with the performance of premium brands [4]