U.S. households are financially healthier overall than at the start of 2024. However, the "Trade-Off Consumer” segment—those drastically cutting back on goods and services—has grown, now comprising 33.4% of the population, up from 27.8% in June. Once focused on short-term enjoyment, this group has faced significant financial pressures. In June, Big Chalk predicted significant cost-cutting in numerous categories, including Dining Out and Movies. By November, participation dropped 7% for dining out and travel, and 4% for movies, respectively. Where are we trending now, how are spending shifts affecting Grocery and CPG,  and what is likely to happen next?

Download the white paper to explore:

• The evolution of the Trade-Off Consumer segment.
• Spending habits across groceries, housing, clothing, dining out, leisure travel, auto expenses, and movie theater visits.
• Trends in retail visits, for specific channels and retailers including Walmart, Target, Amazon, grocery, club, dollar, and drug store chains. 
• Streaming service subscription behaviors by provider.