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Macro

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consumer · sector mood
1985
year mood +0.18 · -0.22 to +0.35 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.5 -0.25 0 +0.25 +0.5 Jan Feb Mar Apr -0.22 May Jun Jul Aug Sep Oct +0.35 Nov Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.30+0.30+0.30-0.22+0.25-0.15-0.07+0.30+0.09+0.35+0.35+0.35

A calm, solid economy and a consumer-staples M&A boom (RJR-Nabisco, Philip Morris-General Foods) inflated owner valuations; New Coke's flop and quick Classic reversal was company-specific noise, not a sector shock.

How this mood is scored ▾
Each day the model reads that day's news for the sector and asks, as someone who owns assets or makes their living in it: how am I feeling this month, and why? The month's mood is that running answer, tied to the specific events driving it (the story shown above). It leans on trusted, higher-impact reporting, and on the prior month when a month is quiet, so one loud headline can't swing it. The read updates daily through the month; once a month ends, its mood is locked. This year is read live from the news the pipeline actually collected (hover a bar for its story count). · last computed Jul 06, 2026
Top consumer stories of 1985
Jul
Coca-Cola Reintroduces 'Classic' Amid Consumer Backlash upi.com →

Coca-Cola is relaunching its original formula as 'Coca-Cola Classic' alongside 'New Coke' following widespread consumer protests and declining market response. The move, driven by public demand and competitive pressure from Pepsi, reflects a strategic effort to retain loyal customers and address cultural attachment to the original taste. This diversification may impact market share dynamics in the $23 billion soft drink industry, where Coke leads but faces narrowing margins.