Thinglass Introduction I have mentioned in most of my recent analyses that the US consumer is struggling. While this affects certain businesses negatively, others stand to benefit. Figuring out which companies benefit, and which ones struggle, isn’t easy. Even companies in the same industry may be affected in different ways. Company analyses I read don’t always incorporate this consumer analysis, which, I believe, is an integral part of research, especially now, as we approach the first rate cuts over a ...