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Macro

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consumer · sector mood
1988
year mood +0.15 · -0.14 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 -0.14 May Jun Jul Aug Sep Oct Nov Dec +0.35
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.00+0.10+0.15-0.14+0.20+0.20+0.20+0.25+0.25-0.11+0.30+0.35

Record $25B RJR Nabisco buyout

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 1988
Apr
Campeau completes $6.58B Federated takeover after bidding war upi.com →

Canadian real estate developer Robert Campeau finalized a $6.58 billion hostile takeover of Federated Department Stores after a fierce bidding war with R.H. Macy & Co., forcing asset sales including Brooks Brothers and Bullock's. The deal creates a top-10 U.S. retailer but leaves Campeau with massive debt and a significantly downsized portfolio, signaling caution for highly leveraged acquisitions in the retail sector.

Oct
Philip Morris to acquire Kraft for $13.1 billion upi.com →

Philip Morris has agreed to acquire Kraft for $13.1 billion, creating the world's largest consumer goods producer and enhancing its global food market position. The all-cash deal, which values Kraft at $106 per share, positions the combined entity to compete with major European rivals like Unilever and Nestle, with significant implications for market share in U.S. supermarkets.

Oct
Grand Metropolitan makes $5.3B hostile bid for Pillsbury upi.com →

British conglomerate Grand Metropolitan launched a $5.3 billion all-cash tender offer for U.S. food company Pillsbury, which rejected the unsolicited bid and filed lawsuits in 13 states citing liquor ownership laws. Pillsbury's board urged shareholders to wait for its evaluation, while S&P placed the target's debt on CreditWatch, warning of reduced creditor protection if the takeover succeeds.