Paul Lejuez
Retail analyst covering U.S. department stores, specialty softlines, broadlines, and food retailing, providing industry insight on consumer trends, tariffs, and AI impacts in retail.
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Feb 19, 2026 • 12min
Markets Edition: What About the Consumer?
Paul Lejuez, retail analyst covering department stores, specialty softlines, broadlines and food retailing. He breaks down who counts as the consumer and why employment matters. He talks about tax refunds and short-term spending boosts. He examines tariff pass-through and AI’s potential to reshape retail and brands.
