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Stock impact report

Fewer burritos, more bargains: Consumers flash holiday warning signs [CNBC]

Dutch Bros Inc. (BROS) 
Company Research Source: CNBC
Younger consumers are also spending less, hurt by a tough labor market and the resumption of student loan collection. But there are exceptions, as Coach's parent Tapestry, Dutch Bros. and Ralph Lauren manage to win over customers despite the gloomier consumer climate. Investors will be watching whether those trends continue as Walmart, Target and other major retailers post earnings in the coming weeks. Shoppers walk through Manhattan on Nov. 7, 2025, in New York City. Spencer Platt | Getty Images High-income consumers are trading down, Gen Z is spending less, and low-income shoppers are still struggling, according to many consumer companies that shared their latest quarterly results in recent weeks. Those trends may not bode well for the big-box and mall retailers that have yet to report their earnings. That is, unless the strength of their brands — or high-income consumers who see their products as a good deal — help them transcend the gloomier consumer climate. While Show less Read more
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