Download the Replay 

“By completing this form you agree to the processing of your personal information submitted through this form in accordance with CFRA’s Privacy Notice located at and the receipt of communications about CFRA and CFRA’s services.”

Is the Consumer Losing Steam?


Thursday, June 4, 2020 at 11:00 AM ET | 8:00 AM PT

The coronavirus has had a significant impact on U.S. households and influencing the consumer’s confidence, spending habits, and finances – and these trends will likely continue even after the coronavirus crisis resolves. The financial health of the U.S. consumer is paramount to getting back to a healthy economy, whether it be a V-shape or a prolonged U-shape economic recovery.


In this CFRA webcast our analysts dive deep into the factors influencing consumer spending and consumer confidence, and what this means for investors. We’ll take a look at household balance sheets, consumer spending indicators, and retail traffic, and identify the winners and losers among consumer finance, consumer staples, and consumer retailing companies.


During this informative webcast we discuss –

  • Consumer finance issues such as mortgage leverage, risks to unemployment, consumer confidence surveys, and credit card risk exposure
  • How leading consumer staples companies fair with respect to earnings stability, debt leverage, cash flow, and dividend payouts, as well as longer-term trends on e-commerce
  • Current retail market conditions and the outlook for mall-based retailers, as well as the impact of coronavirus on supply chains
  • Companies at risk to dividend cuts or rating downgrades, and industries with opportunity in consumer discretionary


Moderated by:

  • Kenneth Leon, Director of Equity Research, CFRA

Presented by:

  • Chris Kuiper, Vice President, CFRA
  • Garrett Nelson, Vice President, CFRA
  • Camilla Yanushevsky, Equity Analyst, CFRA