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New high-frequency data on monthly store visits and consumer sentiment metrics reveal a slowdown in activity at retail giant Target. Interestingly, when the same data is applied across the broader retail industry, similar signs of softening are far less pronounced at other retailers, raising the question: Why is Target being hit harder?One potential explanation lies in the political composition of Target's customer base. Data from the research firm Morning Consult showed a strong tilt toward Democratic-leaning consumers, a group currently exhibiting apocalyptic views on the economy via the highly skewed and laughable UMich survey.5Y inflation expectations: Market vs Democrats pic.twitter.com/h3o9CDHIpQ— zerohedge (@zerohedge) April 11, 2025This wave of negative sentiment among Democratic-leaning consumers - driven in part by conspiracy-laden stories on platforms like BlueSky, MSNBC, CNN, and the unhinged show The View - could very well be influencing the spending habits of the rudderless party's consumer base.