# The summer of the "very stretched consumer" Page: https://stenobird.com/podcast/marketplace-all-in-one-432449/the-summer-of-the-very-stretched-consumer Text version: https://stenobird.com/podcast/marketplace-all-in-one-432449/the-summer-of-the-very-stretched-consumer.md Podcast: [Marketplace All-in-One](https://stenobird.com/podcast/marketplace-all-in-one-432449) Published: 2026-08-28T15:02:00+00:00 Episode link: https://www.marketplace.org/episode/2026/08/28/the-summer-of-the-very-stretched-consumer Audio file: https://pscrb.fm/rss/p/mgln.ai/e/5/dts.podtrac.com/redirect.mp3/tracking.swap.fm/track/VnCzW2iO9G8z4eDWfXCd/play.publicradio.org/podcast/o/marketplace/morning_report/2026/08/28/mmr_20260828_MMR_-_Podcast_2_64.mp3?awCollectionId=mkp-AllNOne&awEpisodeId=01M14DPVJP2GTG9QWB0GQP4DKF Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/marketplace-all-in-one-432449/episodes/the-summer-of-the-very-stretched-consumer Duration seconds: 371 ## Resource Consumer confidence is down in the dumps. We got lots of retail earnings reports this week, and they hinted at the continued K-shape of our economy, where wealthier consumers spend and buoy retailers while lower-income consumers scale back. What does this mean for retailers like Dollar General, Kohl's, Walmart, and Amazon? Then, we'll recap escalating trade tensions between the U.S. and Canada and how they could hit the automotive industry particularly hard. Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter . Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/marketplace-all-in-one-432449/episodes/the-summer-of-the-very-stretched-consumer/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/marketplace-all-in-one-432449/the-summer-of-the-very-stretched-consumer.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.