高盛说做空美国中产消费，目前股价还没反应这一趋势.

But beyond Goldman's traders and analysts, the biggest caution came from companies themselves: the recent earnings season saw many large consumer companies warn about cracks in consumer activity in Q1 earnings calls. For example:

$麦当劳(MCD)$ missed EPS estimates as consumer became “more discriminating” with their dollars.

$3M公司(MMM)$ expects retail discretionary spending to remain muted for the year.

$可口可乐(KO)$ management is witnessing lower income consumers shift more towards value options.

其他潜在标的AXP, LULU, SBUX