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@kevinolearytv

Mr. Wonderful

Consumer goods CEOs are raising concerns about affordability because they’re seeing the pressure firsthand. Higher credit card rates, mortgage costs, rents, and everyday expenses are squeezing lower and middle income consumers even while the broader economy remains strong. That’s why these companies matter as an economic signal. They’re the canary in the coal mine, when their customers start running out of room, it’s a warning that affordability is becoming a bigger problem.

On the profile · Aug 21, 2026