According to @charliebilello citing WSJ, shoppers spent over $5.5 billion at Goodwill retail stores across the US and Canada last year, a record total and 37% above 2019, highlighting resilient thrift demand. According to @charliebilello citing WSJ, foot traffic to Goodwill locations rose 9.5% in the first 10 months of this year versus 2024, more than double the increase at other clothing stores, underscoring relative outperformance in thrift versus broader apparel. According to @charliebilello citing WSJ, traders can use this relative performance as a signal when positioning in consumer discretionary equities and as a macro input for broader risk sentiment, including crypto.