Chasing the Vanishing Middle Class

Perhaps you noticed that this year’s back to school specials seemed to start a little earlier than you remembered. Instead of early to mid August, parents from coast to coast were being offered big discounts to start their back-to-school shopping in mid-July. There is a scary reason for this change in marketing strategy: Discretionary consumer spending has virtually dried up.

That is another way of saying that a whole lot people are broke. Marketers looked at their research numbers and concluded — correctly, it turns out — that many consumers were going to have to choose between paying their rent or mortgage and buying school supplies this August. Both of those are mandatory purchases, of course, but keeping a roof over your head is usually considered more mandatory, so a lot of retailers, notably our client Office Depot, started the back-to-school party early, in order to give parents more time to squeeze in those purchases. Office Depot put together some really compelling back-to-school value offers, because they knew that discretionary dollars were tight.

I mention this for two reasons. First, advertisers should know that this trend is likely to be a long-lasting one. A lot of people we used to identify as “middle class” are now having a hard time meeting their basic obligations, and are struggling to keep the lights on and make sure the the house is stocked with groceries. Advertising appeals must adapt to this new reality. Emphasizing value delivered (as Office Depot did with its back-to-school promotions) is now definitely the name of the game. Consider another one of our clients, the Papa John’s pizza chain: Their premise is that people are willing to pay a little bit more — not a lot more, mind you, but a little bit more — for a quality pizza to feed their families. For most families, pizza is already pretty affordable. But in the current environment, Papa John’s is upselling by very small increments. Household budgets are too tight for them to do anything else. The question Papa John’s is posing is: Are you willing to pay just a few bucks more for a better tasting, better ingredient pizza? You have a twenty-dollar bill in your hand. Would you be willing to spend twelve of those twenty bucks, rather than ten, for a significantly healthier, better-tasting pizza? People don’t mind paying a little bit more for a better pizza. They just don’t want to pay a lot more for a better pizza.

That kind of value proposition is the name of the game now. Get used to it.

The second reason I mention all this is to point out that something is seriously wrong in our country. What used to be a huge, aspiring middle class gets splintered into a batch of downwardly mobile sub-classes. In case you missed it, the middle class is collapsing. Many families who used to be the in the middle-class are now struggling in the lower-middle class (or below), and they are pissed. A couple of months ago, 60 Minutes ran a heartbreaking story about child poverty that suggested that one in four American kids are now living below the poverty line. That’s the largest generation of kids to be raised in hard times since the Great Depression. That sucks. It’s making a lot of people angry. And it’s got to change.

There’s an old saying that money makes the world go round, but actually that’s not quite accurate. In my industry, discretionary consumer dollars, meaning what’s left over after you pay your bills, are what make the world go ’round, and those dollars are now in short supply. All the more reason to give hurting consumers some tax relief — for instance, the no-bullshit, no-loopholes, no-exceptions 13% flat-tax rate I proposed here not long ago — and stop asking them to subsidize the tax burden of people and companies who can afford better accountants than they can.

Here’s why the flat tax is so important: It would put more money in virtually every consumer’s pocket. Whether you make $20,000 a year or $200,000 a year, you would be paying less in withholding to the Federal government, and you would hold on to more of your own money, which means it would be easier to take care of yourself and your family. That is exactly what our economy needs right now. A flat tax would get rid of loopholes, put everybody on a level playing field, and enable more consumers to pay their rent or mortgage, catch up on their electricity bill, buy the groceries … and still have enough money left at the end of the week to buy things like pizza and back-to-school supplies. If you think that’s a bad idea (like the President does), watch out. A constituency of pissed-off people is finally coalescing around this issue. And guess what? A growing number of advocates for the flat tax are economic refugees from the collapsing middle class.

Visit Fairtax.org to learn more.