Steve Cahillane, CEO of Kraft Heinz, warned that the affordability of American consumers was close to the limit. He said he had seen negative cash flow from low-income groups and had to start using savings. McDonald's CEO Chris Kempczinski also pointed out that consumer anxiety has increased. McDonald's chief financial officer Ian Borden said that the rise in gasoline prices hit low-income households particularly hard. McDonald's found that these consumers are cutting expenses, while high-income customers are showing greater resilience.

Steve Cahillane, CEO of Kraft Heinz, warned that the affordability of American consumers was close to the limit. He said he had seen negative cash flow from low-income groups and had to start using savings. McDonald's CEO Chris Kempczinski also pointed out that consumer anxiety has increased. McDonald's chief financial officer Ian Borden said that the rise in gasoline prices hit low-income households particularly hard. McDonald's found that these consumers are cutting expenses, while high-income customers are showing greater resilience.