Best Research Ideas
European Consumer Survey: Under Pressure 2.0
Jefferies recently surveyed over 4,000 consumers across the UK, Germany, France and Italy to gain insight on how cost inflation is impacting their behavior. Key insights include ongoing confidence in financial conditions, low expectations of wage increases over the next 12 months, and a clear trend toward brand downtrading. Nevertheless, ESG considerations remain key to brand choice.
— Jefferies European Research