Consumer spending remains resilient, but sentiment signals downside risk

Companies such as Walmart (WMT), Costco (COST), and Proctor & Gamble (PG) are poised to benefit from resilient consumer demand in 2026, while consumer discretionary companies including Starbucks (SBUX) and Carnival Corporation (CCL) are likely to show signs of decreased foot traffic and volume press

Mar 27, 2026 0 3

Consumer spending remains resilient, but sentiment signals downside risk

Companies such as Walmart (WMT), Costco (COST), and Proctor & Gamble (PG) are poised to benefit from resilient consumer demand in 2026, while consumer discretionary companies including Starbucks (SBUX) and Carnival Corporation (CCL) are likely to show signs of decreased foot traffic and volume press