Trend Signal Now: A few early consumer signals worth noting

Friday, November 21, 2025

Ahead of the retail earnings wave, Macke's been tracking real-world consumer behavior that tends to lead the tape.

A few patterns stand out:

Certain "premium" brands aren't seeing premium traffic
Mid-tier demand is strengthening quietly
Inventory levels at some chains suggest mismatched expectations
One category is seeing unusual resilience heading into holiday season

These are the kinds of signals that can create outsized earnings reactions — especially when pricing doesn't reflect what's actually happening.

Macke will walk through how he connects these observations to specific setups during next week's live session.

Reserve your seat here

Alfonso Depablos, CMT | Director of Research, All Star Charts

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