The Trillion Dollar Christmas - How Consumer Spending Is Reshaping Markets: TWSS 8 - 12.22.2025

Episode 8 of The Weekly Sift Stack: CJ Gettelfinger and Lucas Nulsen explore why value brands like Walmart, TJ Maxx, Dollar Tree, McDonald’s, and Ulta are winning, while Nike, Lululemon, Target, and Chipotle struggle amid inflation. Then a further deep dive into how holiday spending is reshaping markets, with Christmas outlays averaging about $1,000 per household and 2025 totals projected to exceed $1 trillion. Lastly, a talk about early sector rotation and the steady strength of finance stocks.