Retailers to Watch: Grocery & Beauty; Discount or Upscale?

Katie Thomas and Jan Rogers Kniffen preview March’s 2025 Retail Sales data and what it will tell us about economic health. Katie stresses that we won’t see tariff impacts yet, but “dicey” weather and consumer wariness might. Jan says “no one will care” unless the numbers are bad, because everyone is looking ahead to tariff impact. He doesn’t think the consumer “will put us into a recession.” They also discuss which retailers are best positioned during this turmoil: Katie highlights beauty and the Lipstick Index.

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