Changing State of the US Consumer

What’s ahead as supply chain disruptions meet the holiday season

Join us as we examine the nature of persistent bottlenecks across transportation networks, the credit impacts on retailers from the environment and their responses to changing consumer predilections, and just how transitory higher inflation in prices and wages will be.

  • Agenda keyboard_arrow_down
    13:00 - 14:00

    From Shipping Snarls to the Service-Spending Revival: Why Retail’s Outsized Growth Will Slow

    We discuss the US retail sector’s outlook, shipping and other transportation sectors, and the macroeconomic impact amid consumer demand normalization, supply chain disruptions and rising costs. Topics will include inflation in prices and wages, transportation bottlenecks, and retailers’ responses to the changing environment and consumer preferences.

    • What logistical roadblocks in shipping, containers and other transportation have emerged, and which will endure into next year?
    • How will an evolving economy and changing consumer preferences, including spending on services taking an increasing share of wallet from purchased goods, affect what’s ahead?
    • How will price elasticity, wages and margins change as the supply chain disruptions begin to dissipate or mutate?
    • How might conditions during a resurgence of the pandemic differ from past waves?
  • Speakers keyboard_arrow_down
    Deepika Kothari Senior Vice President Moody's Investors Service Bio
    Daniel Harlid Vice President - Senior Analyst, Corporate Finance Moody's Investors Service Bio
    Marisa Di Natale Senior Director - Economic Research Moody's Analytics Bio
    Christina Boni Senior Vice President, Corporate Finance Moody's Investors Service Bio
    Aron Bergman Vice President-Senior Analyst, Corporate ABS Moody's Investors Service
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Changing State of the Consumer

Changing State of the Consumer