Consumer spending hasn't collapsed due to high inflation, though pressure is building.
The resilience of consumer spending might be the biggest surprise in markets in the past year.
To that point, $44 billion AutoZone (AZO) indicated it hasn't seen consumer behavior change and has maintained its margins by passing on costs.
4 retail stocks to buy nowIf there's a consensus among the companies that attended UBS' conference, it's that although consumer spending has held up for now, pressure from inflation is steadily mounting.
Those are listed below, along with each company's ticker and market capitalization, as well as selected insights their management teams provided at UBS' retail conference.