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消费者精打细算消费
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美国经济迈入“精打细算”时代,消费者增加支出却更注重性价比
财富FORTUNE· 2025-07-21 13:05
Core Viewpoint - Despite a robust increase in consumer spending, there are signs of pressure as consumers become more selective and budget-conscious in their purchasing behavior [1][4][6]. Consumer Spending Trends - Retail spending in June grew by 0.6%, with core spending (excluding volatile sectors like gasoline) increasing by 3.9% year-on-year [1]. - Consumers are cutting back on non-essential items and seeking discounts, indicating a shift towards more selective spending [2][3]. - The trend of selective consumption is evident in the grocery sector, where shopping frequency has increased but average spending per trip has decreased [3]. Impact of Tariffs and Economic Conditions - Certain retail categories, such as furniture, electronics, and appliances, have seen a decline in spending, attributed to the price impact of tariffs [5]. - The recent Amazon Prime Day showed a 30.3% increase in sales, primarily driven by discounts, highlighting consumers' sensitivity to prices [6]. Consumer Behavior Insights - Consumers are prioritizing essential items over luxury goods, with a significant portion indicating a reduction in luxury spending while also considering second-hand options [7]. - The pursuit of value is becoming crucial, even among luxury buyers, suggesting that retailers should emphasize quality and uniqueness in their marketing strategies [7]. Inflation and Consumer Confidence - Rising inflation, with a reported 2.7% year-on-year increase in consumer prices for June, may further weaken consumer confidence [8]. - Despite concerns over tariffs and potential price increases, a strong job market and low unemployment are providing a foundation for consumer spending [9]. Conclusion - Overall, while consumer spending remains strong, the shift towards more cautious and value-driven purchasing behavior reflects underlying economic uncertainties and inflationary pressures [4][8].