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Strong Retail Sales Hide Consumer Divide: Analyst Kodali

Bloomberg Markets Wednesday 16 September 2026, 15:19 UTC 1 min read
Key Points

Forrester analyst Sucharita Kodali says strong retail sales are hiding a major divide in the US consumer. Higher-income shoppers are still spending, while rising gas costs squeeze lower-income households. She explains why Walmart, Costco and Amazon could gain even more ground this holiday season as middle-tier retailers struggle.

Forrester analyst Sucharita Kodali says strong retail sales are hiding a major divide in the US consumer. Higher-income shoppers are still spending, while rising gas costs squeeze lower-income households. She explains why Walmart, Costco and Amazon could gain even more ground this holiday season as middle-tier retailers struggle. (Source: Bloomberg)
Strong Retail Sales (ORG) Kodali Forrester (PERSON) Sucharita Kodali (PERSON) US (LOCATION) Walmart (ORG) Costco (ORG) Amazon (ORG) Bloomberg (PERSON)
Originally published by Bloomberg Markets Read original →

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