So, let's get more now on how the Zeta data is coming in. Joining us now is David Steinberg. He is CEO of Zeta Global.And there's some good news here. As I read it, it was kind of weakening for about 6 months. Looks like it now.David may may be starting to firm a little bit. >> Yeah, totally right, Brian. For the first time in 6 months, we saw the Zeta economic index go from contracting to expanding.It expanded, you know, 150 basis points to 67.7%. Which is a very healthy place for the economy to be. What a ...

The restaurant's cutting its fullear forecast for same store sales growth, citing a slowdown in younger diners. Our Kate Rogers has a closer look at that and the rest of the restaurant space. Kate, how indicative of Cava is it for the rest of the industry. >> I mean, it is tough out there right now for the restaurants.So, as you said, Cava reporting EPS and revenues right in line, but it did miss on those same store sales estimates. They were up 1.9% lower than the street was looking for. The company also c ...

Core Viewpoint - McDonald's Corp. is experiencing a decline in U.S. consumer spending, particularly among lower-income customers, due to rising costs of necessities, which has led to a decrease in restaurant traffic from this demographic [1][2][5]. Group 1: Consumer Spending Trends - CEO Chris Kempczinski indicated that restaurant traffic from low-income diners has been declining at a nearly double-digit rate for almost two years [2][3]. - The decline in spending highlights the impact of inflation and high living costs on households with limited disposable income, forcing them to cut back on even affordable fast-food options [4][5]. Group 2: Company Strategies - To counteract the slowdown in consumer spending, McDonald's has implemented menu promotions and value offerings, such as the return of Snack Wraps and Extra Value Meals, aimed at attracting budget-conscious diners [4][5]. - The company believes that value is important across all income levels, not just for low-income consumers, as everyone seeks good value for their money [5]. Group 3: Economic Outlook - McDonald's anticipates that the challenging consumer environment and financial pressures on consumers will persist well into 2026, citing high costs of housing, childcare, and food as significant factors [5][6]. - The company is balancing the need for affordability with profitability as it navigates the broader consumer weakness and spending power divide across the U.S. [6].

Joining me now to discuss is First Watched CEO Chris Tomaso. Thank you so much for being here, Chris. I mean, really interesting report here.Obviously, you're seeing same store sales growth, but it's not without some other pressures on the business, other cost pressures. Can you talk through what you saw, I guess, first of all, on the front end when it comes to diners, how many diners are coming in um and and what they're actually buying, if they're shying away from any price increases you've had to do beca ...

All right. So, you're saying there's hope for one name in the space. I think it's a name that a lot of people like to shop at, maybe get gas at.What's the name and why is there hope for this one name. >> Yeah, it's it's Costco. So, yesterday we added Costco top pick list.And as you look at Costco has more of an affluent customer, uh, you know, more of a the best value proposition I think across retail and you've seen consistent strength while other retails have struggled. So, in the last month, Costco put u ...

RT Agnieszka de Sousa 🍒 (@AggieDeSousa)It’s a tough time for consumers, but it turns out there’s still a bright spot on grocery shelves.Read the latest Business of Food newsletter from @creery_j and @MeleyChloehttps://t.co/vox4smDnhG ...

Visa and Mastercard both reported higher quarterly earnings as consumer spending and card payments stayed resilient across key markets. Visa said fiscal fourth-quarter net revenue rose 12% to $10.7 billion, helped by growth in payments volume, cross-border payments and processed transactions. Mastercard posted third-quarter net income of $3.9 billion on revenue of $8.6 billion, citing steady consumer and business outlays on its network. Broad-based spending supports payment networks Visa’s update point ...

Watering down dish soap. Trading down to grocery discounters. Buying half a cow. Americans struggling with higher costs are going to great lengths to stretch spending on food and household staples. https://t.co/Tn4fEd2E9e ...

Mastercard and Visa can feel the pulse of consumer spending – what are they seeing now?Mastercard (NYSE: MA) and Visa (NYSE: V) are two of the largest payments companies in the world. As a result, they have a great view on consumer spending that’s taking place. With both companies reporting their earnings results for the third quarter of 2025 earlier last week, the bottom line is that consumer spending remains strong in the USA and other parts of the world. Here’s what they are seeing.*What’s shown in itali ...

Fed Chair Jerome Powell acknowledged Wednesday that the soaring stock market is helping support consumer spending — and the overall economy — right now. If the market goes down, Powell said, it could hurt consumer spending. But spending wouldn't take a large hit unless the market plunged. "I think it's certainly a factor supporting consumption right now," Powell said in response to a question asked by Yahoo Finance about how much of consumer spending and the economy hinges on the stock market remaining s ...