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Macro

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consumer · sector mood
2017
year mood +0.23 · -0.33 to +0.40 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.5 -0.25 0 +0.25 +0.5 Jan +0.40 Feb Mar Apr May Jun Jul Aug Sep -0.33 Oct Nov Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.40+0.35+0.35+0.35+0.30-0.26+0.30+0.30-0.33+0.30+0.30+0.35

A strong economy and December tax cuts supported spending, but the Amazon-Whole Foods deal and Toys R Us bankruptcy intensified the retail apocalypse threatening brick-and-mortar owners.

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 2017
Jun
Amazon to acquire Whole Foods for $13.7 billion in disruptive grocery move techcrunch.com →

Amazon is acquiring Whole Foods for $13.7 billion, marking a major entry into brick-and-mortar grocery retail and intensifying competition in the sector. The deal positions Amazon to dominate online grocery sales and threatens startups like Instacart, while pressuring rivals like Walmart to accelerate their own strategies. Market implications include sharp declines in grocery stocks and heightened scrutiny on food delivery startups' valuations.

Sep
Toys R Us files Chapter 11 amid retail sector turmoil cnbc.com →

Toys R Us has filed for Chapter 11 bankruptcy to restructure $4.9 billion in debt stemming from its 2005 leveraged buyout by KKR, Bain Capital, and Vornado Realty Trust. The company plans to maintain operations and secure $3 billion in debtor-in-possession financing while revamping its digital and Babies R Us offerings. The filing reflects broader challenges in retail, where private equity-owned chains struggle with debt and shifting consumer behavior.