Consumers are feeling the pinch from inflation every time they go to the grocery store. Money is a zero-sum game; as disposable income and buying power erodes, consumers are shifting funds for spending on discretionary items they want to spend on things they need. This is illustrated by the performance of the consumer discretionary sector falling when the consumer staples sector rises.
The “No Buy” trend of 2025 further accents this point. Here are two stocks that also embrace this shift as Americans spend on things they need over things they want.
