Lisa Yang

Portfolio Manager and Co-Head of the Consumer Industry Group within BlackRock Fundamental Equities, specializing in consumer trends, retail, and sector investing.

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Mar 6, 2026 • 21min

252: The K-Shaped Consumer Economy: GLP-1s, AI and the Future of Consumer Spending

Lisa Yang, Portfolio Manager and Co-Head of BlackRock’s Consumer Industry Group, tracks retail and consumer shifts. She breaks down a K-shaped U.S. consumer with higher-income households driving growth. She highlights why discounters and affordable luxury are winning. She explores how GLP-1s change food and apparel demand. She explains AI-driven agentic commerce and its impact on retail discovery and advertising.

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