Kearney sees cracks in calm surface of consumer resiliency
Current spending should not be mistaken for durable demand, according to latest Consumer Stress Index.
Current spending should not be mistaken for durable demand, according to latest Consumer Stress Index.
"As delivery times shrink, retailer loyalty will decline and convenience will become the consumer's deciding factor."
The report outlines the macroeconomic forces and emerging trends reshaping logistics worldwide based on a robust mix of data.
In 2024, the logistics industry saw a return to pre-pandemic patterns in some areas, but it was also marked by flat business volumes, excess truck capacity and rising operational costs.
While short-term disruptions have drawn attention, Kearney emphasizes that tariffs have more profound, long-term implications across multiple areas of retail operations.
The Index shows consumers are stressed about money but still spend.