Inflation isn’t killing consumer spending—it’s evolving it.
Follow the money flow to see the structural shift moving billions into resale, repair, and discount giants
Quick Read – American consumers are rerouting their spending rather than pulling back, behaving sensibly in a higher-cost world. – Six exchange-traded funds are positioned to benefit from this structural shift to resale, off-price, and trading down. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and Global X Funds Global X E-commerce ETF wasn’t one of them. Get them here FREE. American consumers are rerouting their spending rather than pulling back.
With University of Michigan sentiment at 48.2, the savings rate down to 3.6% from 5.1% in early 2025, and energy prices up 14.4% year-over-year, households are making rational adjustments: buying private label at Costco, hunting TJX racks for branded apparel, fixing the old Hyundai instead of financing a new one, and listing the kids’ outgrown clothes on eBay. Consumers who are highly deliberate about what they buy (the selective shopper) and those who care about sustainability (the circular economy) share the same core behaviors and are responding sensibly to a higher-cost world. That shift is structural.