Via CFO Dive | Sept. 29, 2026
CFO Dive’s Jim Tyson rounds up a rough September for U.S. consumer mood, pairing new Conference Board survey data with a fresh inflation outlook from New York Fed President John Williams. For Walmart suppliers and Marketplace sellers, it is a clear read on the pressures weighing on your shoppers and how long one Fed leader expects inflation to linger.
Why it matters: This is the shopper your pricing, promotion, and assortment plans are built for. Read it before your next buyer conversation so your plans reflect the pressure households say they are under, and how long it may last.