Reasons to Read

Understand how US consumer sentiment and e-commerce behaviors are evolving amid economic uncertainty and digital competition.

Read this report to uncover answers to these and other questions:

• How is financial and economic sentiment shifting across income groups, and what’s driving these changes?
• What does the latest data reveal about Amazon’s dominance—and Walmart’s momentum—in online retail?
• Which product categories are gaining or losing share in online shopping, and what does that say about consumer priorities?

Companies mentioned in this report include: Amazon, Costco, eBay, Kroger, Shein, Temu, The TJX Companies and Walmart.

Data in this report include: consumer sentiment by income group; online shopper penetration by retailer and category; e-commerce trends including purchase rates and retailer popularity.

Other relevant research:

• US Holiday 2025: Early Outlook—Improving Signals, But Will It Last?
• Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.