
Macro
Consumer Spending Tracker
Track consumer demand through spending, traffic, category mix, promotions, and channel behavior. Use when the user wants a live read on discretionary or staples demand trends.
概览
Track consumer demand through spending, traffic, category mix, promotions, and channel behavior.
Track consumer demand through spending, traffic, category mix, promotions, and channel behavior.
Skill.md
这个 Skill 如何工作
Track consumer demand through spending, traffic, category mix, promotions, and channel behavior. Use when the user wants a live read on discretionary or staples demand trends.
Use This Skill When
- The user wants a current read on consumer demand.
- The task requires combining spending data, traffic, mix, and promotions into a coherent demand view.
- The analysis needs to separate healthy demand from discount-led activity.
Required Inputs
target: subsector, retailer, category, or broader consumer basketsignals: card spending, traffic, units, basket size, promotions, category mix, channel checkstime horizon: weekly, monthly, quarterly, or seasonalconsumer lens: discretionary, staples, value channel, premium channel, online, or store-based- If the signal set is patchy, label the read as provisional and explain which demand components are less visible.
Workflow
- Define the demand slice and measurement frequency.
- Review spending, traffic, and basket separately.
- Assess promotions and mix to judge quality of demand.
- Compare value versus premium behavior if relevant.
- Separate nominal spending growth from real unit demand.
- Conclude on demand direction, quality, and likely next pressure points.
Output Requirements
- Focus on demand quality, not just top-line spending growth.
- Separate price, units, traffic, and mix.
- Call out whether activity is healthy, promotion-led, or trade-down-led.
- End with the most informative next datapoints.
Output Template
Scope
- Target:
- Horizon:
- Demand lens:
Demand Signals
- Spending:
- Traffic:
- Basket / units:
- Promotions:
- Mix / channel:
Interpretation
- Underlying demand:
- Demand quality:
- Trade-down or premium behavior:
- Main uncertainty:
Read-Through
- Revenue implication:
- Margin implication:
- Most exposed categories / names:
Monitoring
- Spending datapoint:
- Traffic datapoint:
- Promo / mix datapoint:
Quality Checks
- Confirm spending, traffic, and mix are not collapsed together.
- Check that nominal growth versus real demand is considered.
- Verify promo intensity is addressed before calling demand healthy.
- Make sure channel or category segmentation is explicit when needed.
Guardrails
- Do not equate higher nominal spending with stronger real demand.
- Do not ignore promotions and discounting.
- Do not generalize one retailer or channel to the whole consumer sector without caution.
- Do not fabricate card or traffic data.
Example Prompts
- Build a consumer spending tracker for US discretionary over the next quarter.
- Tell me whether current retail demand is healthy or promo-driven.
- Use spending and traffic data to assess staples versus discretionary demand quality.
最适合用于
何时使用
Track consumer demand through spending, traffic, category mix, promotions, and channel behavior. Use when the user wants a live read on discretionary or staples demand trends.

01 · 会前准备
准备决策简报
The user wants a current read on consumer demand. The task requires combining spending data, traffic, mix, and promotions into a coherent demand view. The analysis needs to separate healthy demand from discount-led activity.

02 · 团队协作
统一交接标准
让分析师、组合经理与 Agent 产出一致的研究结果。

03 · 实时更新
更新投资逻辑
出现新催化剂、KPI 发布或财报结果后,更新情景假设。
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