Sector · serious

Consumer Spending

Retail, payment apps, travel throughput, app-store activity.

The most direct read on what U.S. consumers are doing with their money right now. We blend retail sales (Census), TSA boarding throughput (travel), credit-card balance growth, plus high-frequency app-store ranking signals from payment apps (Venmo, Cash App, Klarna) and shopping apps (Amazon, Shein, Temu). App-store rankings are a leading indicator of behavioral pivots that show up in retail revenue 30-90 days later.
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