Amid Rising Inflation and Slowing Growth, How is the U.S. Consumer Faring?
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What Are You Expecting From the Consumer in 2023?
The consumer from an income standpoint will be in a good place. You're not lapping stimulus like you did in 2022 versus 21. I think the more interesting thing from an e-commerce perspective, which really applies just to Amazon. The days of consumer electronics or physical media being the driver of that are probably more behind us than ahead of us. So we do expect maybe a more balanced unit versus price driving environment for sales. And I do think it could look healthier than even 2022.
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