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Macro

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consumer · sector mood
2013
year mood +0.23 · -0.22 to +0.30 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.5 -0.25 0 +0.25 +0.5 Jan Feb -0.22 Mar Apr +0.30 May Jun Jul Aug Sep Oct Nov Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.25-0.22+0.25+0.30+0.09+0.30+0.30+0.30+0.30+0.25+0.30+0.30

Housing and auto recovery lift consumer

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 11, 2026
Top consumer stories of 2013
Feb
Berkshire and 3G to acquire Heinz for $23 billion cnbc.com →

Berkshire Hathaway and 3G Capital are acquiring H.J. Heinz in a $23.3 billion deal, marking a rare partnership between Warren Buffett and the Brazilian private equity firm. The acquisition, expected to close in Q3, may drive consolidation in the food sector, with implications for valuation and cost optimization at Heinz.

May
Shuanghui to acquire Smithfield Foods for $4.7 billion cnbc.com →

Chinese meat giant Shuanghui is acquiring U.S.-based Smithfield Foods, the world's largest pork producer, for $4.72 billion in a record Chinese takeover of an American company. The deal, offering a 31% premium, includes debt and requires U.S. regulatory and shareholder approval, with implications for U.S.-China trade dynamics and food security scrutiny. Smithfield will remain operational under existing management, preserving jobs and facilities.