this post was submitted on 03 Nov 2023
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Target CEO Brian Cornell says shoppers are pulling back, even on groceries, as they feel stressed about their budgets.

In an interview with CNBC’s Becky Quick that aired Thursday morning, he emphasized that the retailer has posted seven consecutive quarters of declining sales of discretionary items, such as apparel and toys, in terms of both dollars and units.

“But even in food and beverage categories, over the last few quarters, the units, the number of items they’re buying, has been declining,” he said in the interview.

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[–] [email protected] 59 points 1 year ago (3 children)

It’s almost like people don’t have enough money to buy things when wages are stagnating and prices are going up. Weird.

[–] [email protected] 6 points 1 year ago (1 children)

This was true May 2021 - Jan 2023 but has flipped since luckily.

https://www.statista.com/statistics/1351276/wage-growth-vs-inflation-us/

Unfortunately though there's been long periods like the 2000's where wgae growth vs inflation barely budged, though they did start going up in the 2010's again. Real wages are still catching up to where they were in the like 1970s though. 1980s were not kind to real wages (wage vs inflation).

[–] [email protected] 6 points 1 year ago (3 children)

People are still buying cars and luxury goods though. This reads almost as a story of how our society is fracturing.

People cannot afford groceries or basics, but the new iPhone seems to sell pretty well.

[–] [email protected] 5 points 1 year ago

It has titanium! How could not want to buy that! How innovative! It's a completely different experience in your hand, you've tried metal, plastic, even glass, but not... Titanium... So cool...

[–] [email protected] 1 points 1 year ago (1 children)

I worked in China for a couple years on a banking app for lending money. The middle class in large cities over there was interested only in social status. They would happily borrow insane amounts for the newest phones and biggest cars, when they couldn't afford a dinner for their kids. I know that what we did was predatory and exploitative, and on a scale unimaginable on European markets. Our marketing predicted a collapse of the target social class in 5-7 years... That was 4 years ago.

I'm certain other (western) markets experience similar progression - and exploits.

[–] [email protected] -3 points 1 year ago

That's terrifying.

[–] [email protected] 0 points 1 year ago (1 children)

Tbf, without good public transport, many places in the US iirc, require good quality cars.