Some third-quarter results released by the retail sector show that consumption in the United States is still good even if the market expects holiday spending to shrink. So far, the most obvious performance is that although ticket prices have risen$American Airlines (AAL.US)$、$Delta Air Lines (DAL.US)$、$United Airlines (UAL.US)$和$Alaska Air (ALK.US)$Bookings in the fourth quarter are still high and travel spending is very strong.

$Target (TGT.US)$、$Walmart (WMT.US)$和$Costco (COST.US)$When retail giants, such as retail giants, face a variety of adverse macro factors, Jeffery raises a question: apart from tourism, what are the areas where consumers can choose to spend extremely strongly?

$McDonald's (MCD.US)$With the Cactus Plant Flea Market fashion brand launched a limited edition adult happy meal, consumer interest in it has become very strong. People are concerned about$Yum Brands (YUM.US)$Interest in chain stores' websites and social media has also increased, which is a good sign. Analyst Andy Barish expects consumer demand to remain strong based on strong household balance sheets and analysis of same-store sales in the fast food and casual catering industries.

In the gaming section, Jeffery's Internet data show$Red Rock Resorts (RRR.US)$The momentum of development is particularly strong. Analyst Cassandra Lee is bullish on Red Rock Resorts because the company is based in Las Vegas, a market where population growth is faster than the US average.

According to Jeffery's tracking of social media trends, the leader in the leisure sector is$Brunswick Corp (BC.US)$. Analyst Anna Glaessgen believes the company has continued to benefit from the growing participation of younger, internet-active customers in boating. Binswire is expected to continue to increase its share of casual wallets as it brings new customers.

Jeffery also found an interesting trend in essential consumer goods. Strong search and web traffic show that consumers are interested in$Procter & Gamble (PG.US)$The new Downy Rinse and Refresh is very interested. Analyst Kevin Grundy also pointed out$Colgate-Palmolive (CL.US)$Network traffic is also high, and the company continues to show strong momentum in its personal care portfolio.

As for food trends, Jeffrey pointed out$McCormick & Co (MKC.US)$和$Cape Range Ltd (CAG.AU)$Network traffic has increased. The latter's growth has been helped by a number of new products launched in partnership with popular brand Frank's RedHot.

Other companies that have seen a significant increase in online traffic and interest in social media include$Lindblad Expeditions (LIND.US)$、$Pricesmart (PSMT.US)$、$Denny's (DENN.US)$、$e.l.f. Beauty (ELF.US)$And$Carter's (CRI.US)$. They may benefit from a decline in consumption.