The AI engine is offline (last seen Aug 12, 05:02 UTC). Scores are shown as of their timestamps; new theses and refreshes are queued and run the moment it returns.

Macro

Search catalysts, news stories, and pressures, or browse the trust-weighted news feed below.

Home tech energy finance healthcare defense industrial consumer communication utilities real estate raw materials
← back
consumer · sector mood
2015
year mood +0.28 · -0.17 to +0.45 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.5 -0.25 0 +0.25 +0.5 Jan +0.45 Feb Mar Apr May Jun Jul Aug Sep Oct -0.17 Nov Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.45+0.40-0.10+0.40+0.40+0.40+0.35+0.25+0.30-0.17+0.35+0.35

Cheap gas persisted, auto sales hit a record, and consumer-staples mega-M&A (Kraft-Heinz, AB InBev-SABMiller) boosted owner valuations; the August China scare was a brief interruption.

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 2015
Mar
Kraft and Heinz Merge to Form Kraft Heinz Company forbes.com →

Kraft Foods and Heinz have agreed to merge, backed by 3G Capital and Warren Buffett's Berkshire Hathaway, creating a global food powerhouse with $1.5 billion in projected annual cost synergies. The deal offers Kraft shareholders a significant stake in the combined entity and a special dividend, while leveraging Berkshire’s financial strength and 3G’s consolidation expertise. The merger implies a $100 billion enterprise value, boosting investor confidence and positioning Kraft Heinz for future acquisition growth.

Oct
AB InBev to Acquire SABMiller in $100 Billion Deal cnbc.com →

Anheuser-Busch InBev has reached a preliminary agreement to acquire SABMiller for approximately $100 billion, offering £44 per share in cash. The merger would create the world’s largest beer company, combining brands like Budweiser and Stella Artois with Miller and Peroni, pending regulatory approvals. The deal could drive significant cost savings and market consolidation, with shares of both companies rising on the news.