BCG Henderson Institute

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In the Consumer Economy, the Pandemic Is Far From Over

Though the pandemic has come and gone, the same cannot be said of the gyrations it has caused in consumer spending patterns.

Today, ~2/3 of U.S. consumption is overshooting or undershooting pre-pandemic trends. These distortions can be grouped into six distinct consumption patterns that have produced winners and losers even as aggregate consumption remains the key source of macro resilience.