Hadn’t noticed that here in Az. We hit the Anthem Outlet Mall (north of Phoenix) right as it opened the first weekend in Dec, and the parking lot was filling up fast. Drove by the Walmart in our central Az town yesterday, and it was packed. Hard to extrapolate many conclusions from a few random samples. Another factor is that Black Friday, and Cyber Monday spending may have front-loaded a lot of the Holiday spending. Will be interesting to see the final figures.
We know a slowdown is coming sooner than later.
One way or the other….Merry Christmas!