Mixed Sentiment Trends Ahead of August 1 Tariffs; Plus, Luxury Shopping in Focus: US Consumer Survey Insights

Mixed Sentiment Trends Ahead of August 1 Tariffs; Plus, Luxury Shopping in Focus: US Consumer Survey Insights

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Primary Analyst:
Aditya Kaushik, Analyst
Contributors
Primary Analyst:
Aditya Kaushik, Analyst
Sector Lead: Anand Kumar, Associate Director of Retail Research
Deep Dive

Reasons to Read

Understand how US consumer sentiment and luxury shopping behaviors are evolving amid economic uncertainty and ahead of expected new tariffs. 

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 Gucci’s dominance—and other luxury brands gaining momentum—in luxury retail?
  • Which product categories are gaining or losing share in luxury shopping, and what does that say about consumer priorities?

Data in this research report include: Consumer sentiment by income group and weekly trends; luxury shopper penetration by brand and category; luxury trends including purchase rates and retailer popularity.

Companies mentioned in this report include: Albertsons Company, Amazon, Burberry, Chanel, Coach, Costco, Dollar General, Dollar Tree, eBay, Gucci, Kroger, Louis Vuitton, Rolex, The TJX Companies and Walmart.

Other relevant research:  

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