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Macro

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consumer · sector mood
2019
year mood +0.18 · +0.00 to +0.30 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.5 -0.25 0 +0.25 +0.5 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec +0.30
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.00+0.10+0.15+0.20+0.14+0.20+0.25+0.20+0.25+0.25+0.16+0.30

Phase One trade deal

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 2019
May
Beyond Meat soars 163% in best U.S. IPO of 2019 cnbc.com →

Beyond Meat's shares surged 163% in its Nasdaq debut, reaching a $3.77 billion valuation, after pricing its IPO at $25 per share. The plant-based meat company, backed by growing consumer demand for alternatives to animal protein, raised capital to expand production and R&D. The strong performance highlights investor appetite for sustainable food tech, amid rising competition from major food players like Nestle and Tyson.

Nov
LVMH agrees to buy Tiffany for $16.2 billion in largest luxury acquisition ever businessoffashion.com →

On November 25, 2019, LVMH agreed to acquire American jeweler Tiffany & Co. for $135 per share in cash, an equity value of about $16.2 billion, making it the biggest luxury-goods acquisition on record. The price sat nearly $2 billion above LVMH's initial October bid and deepened the group's push into hard luxury and jewelry alongside brands like Louis Vuitton and Bulgari.