Core Insights - American consumers demonstrated resilience by actively participating in shopping during Super Saturday and Christmas Eve, despite challenges from a slowing labor market and rising prices [1] Consumer Behavior - The engagement of consumers during key shopping days indicates a strong willingness to spend, which may suggest underlying confidence in the economy [1] - The performance of retail sales during this period could provide insights into consumer sentiment and spending patterns moving forward [1]

Core Insights - Consumer discretionary stocks have underperformed compared to the broader market this year, but there are signs of increasing momentum as the holiday season approaches [1] Group 1: Market Performance - Consumer discretionary stocks have lagged behind the broader market in 2023 [1] - The upcoming holiday season is expected to drive a shift in momentum for these stocks [1] Group 2: Consumer Behavior - Shoppers are increasingly focused on value and brand engagement as they prepare for the holiday season [1]