Event Presentation PremiumThe US Consumer: Inflation, Gas Prices, Sentiment and Learnings from Earnings Season John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 1, 2026 Reasons to ReadWe assess the forces impacting the US consumer economy and retail sector, drawing on data on inflation, consumer sentiment, consumer spending and retail sales, as well as company earnings results and commentary. In this presentation, we discuss how US consumers are growing their spending in retail despite inflationary headwinds. Data in this presentation include: Inflation data Consumer spending and retail sales Consumer sentiment metrics Consumer survey findings Comparable sales growth at selected retailers Companies mentioned in this video include: American Eagle Outfitters, Burlington Stores, Gap Inc., Ross Stores, The TJX Companies Other relevant research: All of our coverage on the energy shock The US Consumer: Inflation, Gas Prices, Sentiment and Learnings from Earnings Season 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
