美国消费者“K型”消费分化加剧
Xin Lang Cai Jing·2025-12-26 15:37
Group 1 - High-income households maintain high-end consumption, benefiting companies like Walmart (WMT), TJX (TJX), Dollar General (DG), and Dollar Tree (DLTR) [1] - Middle and low-income groups are more inclined towards cost-effectiveness, which also supports the aforementioned companies [1] - Ralph Lauren (RL) outperforms Kroger (KR) in both high-end and essential goods segments [1]