Group 1: Economic Disparity - The term "K-shaped economy" is frequently mentioned by executives, analysts, and Federal Reserve officials, indicating a divide where one segment of the population continues to thrive while another struggles under inflation and rising living costs [1][5] - The holiday shopping season is showcasing this economic divide, with high-income consumers maintaining spending levels while low-income individuals are forced to be more cautious and seek discounts [2][3] Group 2: Consumer Behavior - A survey by Bank of America revealed that 62% of respondents feel economic pressure, with 87% planning to shop at discount stores [3] - Moody's Analytics estimates that the top 10% of income earners contribute nearly half of consumer spending, highlighting the reliance on high-income groups for retail growth [4] Group 3: Corporate Adjustments - Major companies like Delta Air Lines, Coca-Cola, and McDonald's have acknowledged the economic divide, with executives noting that low-income consumers are facing significant challenges while affluent consumers continue to spend [8][9] - Delta's CEO mentioned that sales of first-class and business-class tickets are driving revenue growth, contrasting with the struggles of lower-end consumers [9] - Coca-Cola's COO indicated that the company's revenue growth is primarily from high-end products, while low-income consumers remain under pressure [9]
“K型经济”下的美国圣诞:富人狂欢,穷人挣扎
Guo Ji Jin Rong Bao·2025-12-23 13:41