Day One FM BNPL, QVC, and the New American Dream
Dec 9, 2025
Explore how Saudi Arabia is influencing Dakota Johnson's film career and witness Clara's insights into Gen Alpha's brand-savvy sleepover conversations. Delve into the rise of Buy Now, Pay Later preferences among younger consumers and the booming phenomenon of livestream shopping, led by Gary Vee. Discover how frictionless credit is reshaping the creator economy and turning shopping into a form of entertainment. Plus, a look at the intriguing balance between holiday spending and consumer sentiment this season!
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Tweens Talking Kiehl's On The Bus
- Clara overheard eighth-graders on a bus discussing high-end skincare brands and haircare knowledge.
- The kids showed early brand literacy and access to premium products like Kiehl's.
Spending Looks Up Because Debt Does
- Black Friday volume fell while prices rose, but overall spending looked higher because far more purchases were financed.
- Buy Now, Pay Later usage jumped, hiding lower item volume behind financed transactions.
Financing Masks Soft Demand
- Inflation pushed prices up 7% while buyers purchased fewer items, creating a misleading headline of stronger spending.
- Increased financing, not higher consumption, explained the apparent retail strength.
