Dissecting the Consumer With Piper Sandler’s Peter Keith

How resilient is the U.S. consumer? In today’s episode of What’s Next For Markets we speak with a 20-year veteran on Wall Street, senior research analyst, Peter Keith who covers consumer stocks in the hardline and breadlines industries at Piper Sandler. In this insightful conversation we explore consumer behavior through the lens of Peter’s proprietary mattress sales index and its implications for the broader economic landscape. The discussion highlights key retailers such as Home Depot, Lowe’s, and Wayfair as bellwethers of market trends in housing and sheds light on the challenges and opportunities in the market. The discussion further explores the impact of tariffs on the consumer and which retailers are most at risk.