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Top Consumer Specialist Says U.S. Spending Is “Very Healthy.” These 4 Trends Are Producing Outsized Winners

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FOMOGRAM Editorial Desk
Aug 3, 2026
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Top Consumer Specialist Says U.S. Spending Is “Very Healthy.” These 4 Trends Are Producing Outsized Winners
EXECUTIVE SUMMARY

Speaking on CNBC on August 3, Martin Dorfi, Founder and Managing Partner at consumer investment firm Beliade, laid out why he has a bullish view on U.S. consumer health despite gloomier sentiment surveys. “The U.S. consumer is very healthy. We’re seeing broad-based growth across our portfolio of brands, largely in the health and wellness sector,“ ... Top Consumer Specialist Says U.S. Spending Is “Very Healthy.” These 4 Trends Are Producing Outsized Winners

Speaking on CNBC on August 3, Martin Dorfi, Founder and Managing Partner at consumer investment firm Beliade, laid out why he has a bullish view on U.S. consumer health despite gloomier sentiment surveys. “The U.S. consumer is very healthy. We’re seeing broad-based growth across our portfolio of brands, largely in the health and wellness sector,“ ... Top Consumer Specialist Says U.S. Spending Is “Very Healthy.” These 4 Trends Are Producing Outsized Winners

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