The NRF provided the following statement in association with their outlook for 2026. They say, while we continue to expect consumer strength at the macro level, we also anticipate that this will not be uniform across all income groups. As was the case in 2025, the consumer is likely to remain bifurcated. Higher income households, accounting for more of the growth and lower and middle income households. Nonetheless, it averages out to be better than expected news. So just when you think we're headed for another rough year economically, maybe not so fast, at least not according to the National Retail Federation.

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