Reasons to Read

Discover how US consumers sentiment is shifting due to new tariffs and a weakening economic outlook.

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

• How is consumer economic sentiment shifting across income groups, and what does this mean for near-term spending?
• What are the latest shopping behaviors in apparel, and how dominant are Amazon, Walmart and NIKE?
• Which retailers are winning share in the apparel space—and how are shopper preferences evolving?
• What categories and brands are resonating most with apparel shoppers?
• Where are US consumers shopping for food and nonfood items and how is channel preference shifting?

Data in this research report include: Consumer sentiment by income and time; apparel shopping penetration and category purchasing rates; and retailer and category-level shopping data.

Companies mentioned in this report include: Adidas, Albertsons Company, Amazon, Aritzia, Birkenstock, Columbia Sportswear, Costco, Dick’s Sporting Goods, Dollar Tree, eBay, Family Dollar, Five Below, Finish Line, HOKA, JD Sports, Kohl’s, Kroger, Lululemon, Macy’s, Marshalls, New Balance, Nike, Nordstrom, Primark, Ralph Lauren, Sam’s Cub, Shein, Skechers, Target, Temu, The TJX Companies, T.J. Maxx, Vans, Walmart and Zappos.

Other relevant research:  

• US Consumer and Retail Outlook—Holiday 2025 and Beyond: Premium Subscriber Call, September 2025
• Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.