Bloomberg
Strong Retail Sales Hide Consumer Divide: Analyst Kodali
Wednesday, September 16, 2026
Forrester analyst Sucharita Kodali stated that higher-income consumers continue spending while lower-income households face pressure from rising gas costs. Kodali said Walmart, Costco, and Amazon may gain market share during the holiday season as mid-tier retailers experience difficulty. Bloomberg reported these observations in the context of overall strong retail sales figures.
