The 2024 holiday shopping season proved splintering is still the trend.

One other thing that I saw was this growing divide between higher and lower, and middle income consumers.

There really is a growing divide between people who feel pretty good, are spending, they’re going out to eat and those who are pinching pennies.

you see a growing split on the haves and have-nots within retailers.
…
It sounds like the haves and have-nots are really maybe going to be the water we’re all swimming in as we enter this new year.

Like when a frozen pond cracks, the splinters are still spreading.