Cracks in the Consumer: Retail Sales Miss the Mark | S2 E043 | 05-15-25

Markets with Megan: A Quick Financial Markets Update · May 15, 2025 · 3m · transcript

📉 CRACKS IN THE CONSUMER?

Here’s what the April retail sales data just revealed—and why markets are watching closely.

In this episode of Markets with Megan, Megan Horneman breaks down the April retail sales report and uncovers signs that the consumer—who powers the bulk of U.S. GDP—might be starting to weaken. From auto and clothing sales slumping to the all-important control group declining for the fourth time in seven months, the signs are subtle, but significant.

📌 Topics Covered:

- The April retail sales surprise: what rose, what fell

- Why the “control group” decline matters for GDP

-…