End of summer check-up on the US consumer. A Conversation with Susan Anderson, CFA and Brian McNamara, CFA from CG’s Consumer Research Team

September 18, 2025

CG’s Consumer Analysts Susan Anderson, CFA (who covers Health, Wellness and Beauty) and Brian McNamara, CFA (who covers Home, Outdoor and Auto) return to the podcast to recap the recent earnings season and presentations they hosted with covered companies at CG’s 45th Annual Growth Conference in August. Susan and Brian update listeners on the most important challenges and market conditions facing consumers today, including higher prices from tariffs, interest rates and housing prices. Although the consumer appears resilient on the surface, Susan and Brian discuss the intricacies of consumer spending habits from what they are continuing to prioritize to areas that are first to go. 

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