Insight ReportCEO Brief: A Turning Point for US Consumers and the Economy? John Mercer, Head of Global Research and Managing Director of Data-Driven Research October 7, 2025 Reasons to ReadIs the US economy and consumer demand at a turning point in 2025? We explore indicators that suggest so and what this means for retailers and brands. Read this report to discover answers to these and other questions: How are forward-pulled purchases and tariff-driven price increases impacting near-term retail demand? Why could structurally higher inflation and weaker job creation alter long-term consumer behavior? What role is AI investment playing in supporting US economic growth—and is it masking weakness elsewhere? Data in this report include: consumer behavior on forward purchasing; tariff absorption and inflation impacts; job creation and labor force trends; tourism and immigration-driven retail demand; GDP contributions from AI investment. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Mass Merchandiser and Warehouse Club Shopping in Focus—Walmart Leads; High Purchase Rates for Daily Essentials: US Consumer Survey InsightsRetail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons?Sycamore Partners To Acquire Walgreens Boots Alliance—Exploring the Reasons for and Implications of the $23.7 Billion DealUS Grocery Retailing—Themes, Concepts and Innovators: Opportunities Ahead Amid Increased Market Concentration
