Reasons to Read

Discover how US consumers are reacting to shifting economic conditions, inflation pressures and tariffs as the holiday season approaches.

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

• How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance.
• To what extent are shoppers still concerned about tariffs and how are those concerns reshaping spending habits?
• Which categories are seeing pull-forward demand and where might retailers expect softness later in the year?
• How entrenched is trading down and what specific inflation-related behaviors are dominating in food and nonfood purchases?

Data in this research report include: Consumer sentiment by income and time, consumer tariff concerns and behavioral responses; shopping changes due to inflation; and retailer and category-level shopping data.

Companies mentioned in this report include/are: Ahold Delhaize, Albertsons Companies, Aldi, Amazon, Costco, Dollar General, Dollar Tree, eBay, Kohl’s, Kroger, Macy’s, Target,  Temu, TJX Companies and Walmart.

Other relevant research:  

• Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.