秋季消费意愿调查：整体意愿升至2023年秋以来最高，高收入家庭假期多花、低收入家庭全面缩减
咨询机构 Alvarez & Marsal 消费零售集团11月12日在纽约发布2026年秋季消费者情绪调查：基于全美2,000多名受访成年人，整体消费意愿净值升至加4%，为2023年秋季以来最高，但不同收入家庭之间明显分化。
调查显示，高收入家庭预计收入增加的比例跃升10个百分点至63%，打算多消费的升至25%；其假期消费意愿净增18%，领涨假期餐食、旅行与礼物。低收入家庭则在每一个假期消费类别上都计划缩减，净减26%，其增加储蓄的意愿降6个百分点至22%，两组储蓄意愿差距为2023年秋季以来最大。整体假期消费意愿转为净减14%。
分品类看，食品杂货的消费意愿回升最明显，净增翻倍至14%。该机构表示，高收入家庭几乎扛起本季消费回升的全部势头，低收入家庭增加消费靠的是少存钱而非预期多赚钱。（来源：Alvarez & Marsal）
Fall Consumer Sentiment Survey: Overall Spending Intent Highest Since Fall 2023 as Higher-Income Households Spend More and Lower-Income Households Cut Back
Alvarez & Marsal's Consumer and Retail Group released its Fall 2026 Consumer Sentiment Survey in New York on November 12. Based on a nationally representative survey of over 2,000 adults, overall spending intent climbed to a net of plus 4 percent, its highest level since Fall 2023, but the recovery is sharply uneven across income groups.
Higher-income households' expectations to earn more jumped 10 points to 63 percent, and intent to spend more rose to 25 percent; their holiday spending intent was a net plus 18 percent, led by holiday meals and treats, travel and gifts. Lower-income households planned to cut back in every holiday category, a net minus 26 percent, while their intent to save more fell 6 points to 22 percent, the widest savings gap between the income groups since Fall 2023. Total holiday spending intent turned negative at a net minus 14 percent.
By category, grocery led the recovery, with net spending intent doubling to plus 14 percent. The firm said higher-income households carry nearly all of the momentum, while lower-income households are lifting spending intent by saving less rather than expecting to earn more. (Source: Alvarez & Marsal)
来源：Alvarez & Marsal
发布：GSM·美国（发布链接）
图片来源：图片来源：Wikimedia Commons「Customers in Elanto grocery store 1951 (2573E; JOKAHBL3D B05-2).tif」（Hugo Sundström 摄，CC BY 4.0），图中为消费者在食品杂货店购物 Image: Wikimedia Commons "Customers in Elanto grocery store 1951 (2573E; JOKAHBL3D B05-2).tif" (by Hugo Sundström, CC BY 4.0)
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