consumer trends Archives - Catalyst Insights

4 min

A Five-Minute Consumer Trends Update

if the S&P 500 Index has generated an annualized return of roughly 8-10% over the long-term, leading companies serving important industries should, in theory, generate 300bps+ more over long periods of time. Understanding this and investing for it offers investors a long-term edge.

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6 min

A Consumer Health Update

The longer the prices of everything we consumer regularly, stays elevated; the more discerning consumers will be regarding spending.

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5 min

Tracking the Brands & Trends Younger Generations Love Offers Great Insights for Investors

Younger consumers create long-term trends. The brands they love are a key focus for our team.

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6 min

Powerful Demographic Trends Can Drive Secular Portfolio Performance

Roughly 4 billion Millennials and Gen-Z globally offer massive tailwinds to certain brands.

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6 min

Consumer Spending is Mean Reverting Back to Long-Term Trend

When consumers were locked in their homes and shopping online, savings rates and goods spending went parabolic. When things go parabolic, they should be expected to mean revert to the long-term trend over time. That’s exactly what has happened with Retail Sales and the components within this $7 trillion per year component of GDP.

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