The Real Eisman Playbook//Greg Melich, Michael Binetti, David Palmer
The Real State of the American Consumer w/ Three Evercore Analysts | The Real Eisman Playbook Ep 65
Steve Eisman and three Evercore analysts argue that the American consumer is increasingly split: high-income households are still spending, but the middle and lower end are under pressure from inflation, gas prices, and price shock. The episode also covers AI in retail, Nike’s channel missteps, packaged food headwinds from GLP-1s and wellness trends, and winners like Walmart, Costco, Ralph Lauren, and parts of casual dining.
