Retail might be strong today, but underlying generational debt pressures and stagnant wages signal that this trend cannot sustain for more than a few quarters without breaking.
"Gen Z and millennials are delaying traditional milestones like marriage, homeownership, and parenthood due to high housing costs and stagnant wages," per FORTUNE
— unusual_whales (@unusual_whales) September 16, 2025
US retail sales strong
Consumer strength: August retail sales +0.6% m/m vs. +0.2% est. & +0.6% prior (rev up from +0.6%); sales ex-auto +0.7% vs. +0.4% prior; control group +0.7% vs. +0.5% priorhttps://t.co/zoxdSGINtI https://t.co/xz8euWnNUK pic.twitter.com/fEODg5cczK
— Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) September 16, 2025