Consumer Spending Reality Check & Why Trade-Down Behavior Is Here to Stay with A&M's Chad Lusk | 5IM

In this 5 Insightful Minutes episode, Chad Lusk, Partner and Managing Director at A&M Consumer and Retail Group, joins Omni Talk to break down their latest consumer sentiment survey results that every retailer needs to understand.

From cautious spending increases to the explosive rise of private label brands, Chad reveals why consumers are trading down, what's driving the shift to lower-price stores, and how retailers can navigate the complex landscape of value-conscious shoppers.

You can also read A&MCRG's Consumer Sentiment Survey for Fall 2025 by heading here: alvarezandmarsal-crg.com/insight/cons…y-fall-2025/

🔑 Topics covered:

• Why consumers plan to spend more (but it's not optimism)
• The trade-down trend: cheaper brands and lower-price stores
• How private label is closing the quality gap with national brands
• What holiday spending will look like this year
• Why the middle tier is getting squeezed

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