US Retail: 2025 Credit Outlook

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Duration: 6 Minutes

Original Date: November 21, 2024

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Though US consumer spending has held up in 2024, weakening demand for goods, especially across discretionary categories like apparel, have persisted and to various degrees across income cohorts. Across the rating spectrum, from investment-grade retailers such as Walmart, Target, Nike, Tapestry and Dick's to high-yield retailers like Macy's, Under Armour and Albertsons, 2025 could bring a recovery in profit margins that faced delays in 2024. But is credit risk similar for all US retailers? Our US Retail Credit Outlook video addresses the themes that have affected retail credit quality in 2024 and what may be in store for 2025.

US Retail: 2025 Credit Outlook

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