Megan Clapp

Arunima Sinha, an economist at Morgan Stanley, delves into consumer spending trends and the complex K economy affecting different income groups. Simeon Gutman analyzes mixed signals in holiday retail trends and market share shifts among key players. Megan Clapp highlights performance insights from food producers and the rising impact of platforms like TikTok Shop. The trio predicts a consumption recovery in 2026 as middle-income households begin to thrive, underlining the evolving landscape for both consumers and retailers.