Analyst CornerAnalyst Corner: Understanding US Consumer Economy Resilience Amid Macroeconomic Challenges, with Manik Bhatia Manik Bhatia, Head of Custom Research September 14, 2025 Reasons to ReadWelcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise. This week, Manik Bhatia of Coresight Research discusses the resilience of the US consumption economy as the broader economy grapples with sticky inflation and a stagnant labor market. Analyst Corner also highlights our key research from the past week and upcoming reports to look out for, so you don’t miss out. Other relevant research: Read previous Analyst Corner reports, including last week’s report, which discusses the recent resurgence in the US beauty retail market, with beauty retailers such as Bath & Body Works and Ulta Beauty reporting solid growth in their most recent quarters. Sentiment Dives, Tariff Pessimism Deepens, Reactive Shopping Entrenches: US Consumer Survey Insights August 2025 US Retail Sales Outlook: July Strength and Improved Outlook Score Raise Retail Projection Above 4% The US Retail Sales Databank features retail sales values and year-over-year growth, in total and by sector, by year and by month. This Databank is updated monthly. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in: Consumer Sentiment Declines; Plus, Apparel and Footwear Shopping in Focus: US Consumer Survey InsightsRetail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons?Three Data Points We’re Watching This Week, Week 26: US Consumer Survey InsightsHigh-Income Consumers’ Economic Optimism at Five-Month Low; Holiday Shopping Accelerates: US Consumer Survey Insights
