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Consumer Demand Just Jumped 12% - Here’s What Might Be Happening

April 23, 2025

Summary

Despite fears around tariffs, consumer demand is unexpectedly surging - up 12% year-over-year and accelerating weekly. The spike isn’t due to higher prices but to increased order volume, possibly driven by panic buying or pulled-forward demand. The data suggests shoppers are acting now before uncertainty drives prices even higher.

Transcript

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