Deep DiveConsumers Pull Back—Sentiment Sinks as Gas Prices Crowd Out Services: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Philip Moore, Head of Custom Research April 14, 2026 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, Iran conflict and inflation pressures. Read this report to discover answer to these questions: How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance? How are higher gasoline prices impacting consumer budgets and driving spending cutbacks? Which categories are seeing the greatest reductions in spending—and what does this signal for discretionary vs. essential retail? Data in this research report include: Consumer sentiment by income and time; impact of gasoline prices on spending behavior; and retailer and category-level shopping data. Other relevant research: Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. 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:Playbook: Retail’s Alternative Revenue Models—Monetizing Media, Data and InfrastructureWeekly US Store Openings and Closures Tracker 2025, Week 24: Casey’s To Open 80 Stores; Torrid To Close 180 StoresRetail 2026: 10 Trends Driving Retail MediaWeekly UK Store Openings and Closures Tracker 2026, Week 13: Superdry To Expand
Insight ReportUS CPG Sales Tracker: E-Commerce and In-Store Growth Rebound Amid Geopolitical Uncertainty Prerana P Kotian, Data Analyst Sector Lead: Philip Moore, Head of Custom Research April 14, 2026 Reasons to ReadGain valuable insights into the latest developments shaping the US CPG market, with a particular focus on e-commerce growth, in-store sales trends, and the impact of geopolitical challenges. This report delves deep into the CPG sector’s performance, exploring key shifts in consumer behavior and the resilience of various categories amid global uncertainty. How is the CPG e-commerce growth accelerating, and what factors are driving the overall market performance? What’s behind the recent rebound in in-store sales, and how is it influencing total CPG sales growth? Which CPG categories, particularly in food, health, and beauty, are seeing the most significant growth, and what’s fueling this demand? How are evolving consumer preferences, driven by inflation and geopolitical instability, affecting purchasing decisions in the CPG sector? Companies mentioned in this report include: Amazon, Colgate-Palmolive, Procter & Gamble, TikTok, Ulta Beauty, PepsiCo, Danone, Kimberly-Clark. Data in this report include: Year-over-year growth rates for CPG e-commerce and in-store sales; Breakdown of CPG sales growth by department; Insights into food & beverage market growth and beauty category growth. Other relevant research: More reports in our US CPG Sales Tracker series Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles Unilever’s Exit from Food Pitches It Head to Head with Procter & Gamble in HPC 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:Analyst Corner: Agentic AI—The New Wave of AI Opportunity, with Charlie PoonAnalyst Corner: Adapting to Uncertainty in Food, Drug and Mass Retail Supply Chains, with Sujeet NaikRetail Media Intelligence: Unlocking the Power of In-Store Retail Media4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—Infographic
InfographicQuantifying Tariff Impacts: What Retail Companies Reported in 4Q25—Data Graphic Abhinav Tagore, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 14, 2026 Reasons to ReadDiscover how leading retailers are navigating the ongoing tariff pressures and their strategies for recovery in the fourth quarter of 2025 and beyond. Read this report to discover answers to these and other questions: How are retailers adjusting their strategies to mitigate the impact of tariffs in 4Q25? What pricing actions are companies taking to offset tariff-related pressure on margins? Which product categories are most exposed to tariff impacts, and how are retailers adapting? How are retail giants like Abercrombie & Fitch, Levi Strauss and Crocs managing their tariff-related challenges? What are the future tariff expectations, and how will companies position themselves in FY26? Companies mentioned in this report include: Abercrombie & Fitch, American Eagle Outfitters, Aritzia, Ross Stores, Gap Inc., Burlington Stores, BJ’s Wholesale Club, Costco, Dollar General, Target, Petco, Coty, Crocs, Levi Strauss & Co., LVMH, VF Corporation, Coca-Cola. Data in this report include: gross margin impacts, tariff costs, AUR pricing adjustments, cost-saving programs, and sourcing strategies. Related research: Earnings Insights, 4Q25 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:Innovator Profile: Ethosphere—Turning Retail Sales-Floor Conversations Into Operational InsightsAnalyst Corner: Analyzing Supply Chain Challenges and Solutions for the Apparel, Footwear and Department Store Sectors, with Aditya KaushikThe Agentic AI Playbook: Insights Presented by Deborah Weinswig at NRF 2025: Retail’s Big Show APACHome and Home-Improvement Shopping in Focus; Financial Sentiment Turns Negative: US Consumer Survey Insights
Insight ReportUnilever’s Exit from Food Pitches It Head to Head with Procter & Gamble in HPC John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 13, 2026 Reasons to ReadDiscover how Unilever’s strategic exit from food is reshaping the competitive landscape in global consumer packaged goods (CPG). Read this report to uncover answers to these and other critical questions: What’s happened with Unilever’s divestment of its food business and combination with McCormick? How will exiting food accelerate growth and reshape Unilever’s focus on higher-performing HPC categories? What does this transformation mean for Unilever’s competitive positioning against Procter & Gamble? Companies mentioned in this report include: Unilever; Procter & Gamble; McCormick & Company, Haleon 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:Weekly US Store Openings and Closures Tracker 2025, Week 41: Rite Aid Shuts Up Shop; Amazon Fresh Closes StoresUS Holiday 2025: Early Outlook—Improving Signals, But Will It Last?Shaping What’s Next in Retail—Physical Retail, AI, Retail Media: Insights from NextGen 2025, a Coresight Research ConferenceSector Focus: Home and Home-Improvement Shopping—Data Graphic
Deep DiveSupply Chain Insights for Apparel, Footwear and Department Stores: Transforming with AI and Real‑Time Forecasting Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 13, 2026 Reasons to ReadDiscover key challenges and opportunities in the apparel, footwear, and department store sectors, in our Supply Chain Insights report series. Read this report to discover answers to these and other questions in softlines: What are the main factors driving change in apparel, footwear, and department store supply chains? How are rapid fashion cycles and viral microtrends shortening product lifecycles and affecting inventory management? What impact are geopolitical and macroeconomic factors having on sourcing and cost structures in the apparel industry? How are retailers leveraging AI-powered forecasting and digital tools to optimize their supply chains? What are the immediate actionable strategies retailers can adopt in the next 12 months to improve efficiency and resilience? What long-term structural changes will future-proof supply chains in these industries? Companies mentioned in this report include: 3DLOOK, Abercrombie & Fitch, American Giant, Artistic Milliners, Browzwear, Digital Wave, Narvar, New Era, NIKE, Levi’s, Ralph Lauren, RELEX, slø jeans, Steve Madden, Top Form, Walmart and World Emblem Data in this report include: Tariff impacts, supply chain resilience strategies, AI-driven solutions in retail, and trends in returns management across apparel and footwear companies. Related research: Supply Chain Insights for Food, Drug and Mass Retail: Technology, Resilience and the Path to Stronger Margins 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:Shoptalk Spring 2025: Day Three—Community Building, Earning Loyalty and Enhancing Search Are Top of MindEarnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth—InfographicAnalyst Corner: Agentic Commerce Is Progressing at Warp Speed, with John HarmonUS Department Stores—Real Estate Insights: The Strategic Real Estate Reset from Flagships to Footprint
Analyst CornerAnalyst Corner: Why Growth in US CPG Unit Sales Has Stalled, with Sujeet Naik Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 12, 2026 Reasons to ReadDiscover how the US consumer packaged goods (CPG) sector can navigate challenges like inflation fatigue, changing consumer habits, and geopolitical pressures, while uncovering pathways for future growth. Read this report to uncover answers to these and other questions: What are the key factors contributing to the stagnation of unit sales growth in the US CPG sector, and how are they affecting consumer behavior and sales trends? How is inflation continuing to impact consumer demand and the purchasing power of US households, and what are the long-term effects? How can CPG companies adapt their pricing strategies, portfolios and promotional tactics to recover volumes in a tough economic environment? What opportunities exist for CPG brands to capitalize on the growing adoption of GLP-1 medications and the rising demand for healthier, portion-controlled products? What roles do macroeconomic pressures, including tariffs and energy market disruptions, play in shaping the future of CPG sales? Every Analyst Corner also includes a roundup of research and data published that week. Other relevant research: All Analyst Corners 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:US Store Tracker Extra, January 2026: More than 24 Million Square Feet of Retail Space Slated To Open This YearThree Data Points We’re Watching This Week, Week 23: US Retail Sectors in FocusEssential Guide to Shoptalk Spring 2026: Retail in the Age of AI—Balancing Automation and Human-Centric ExperiencesWeekly UK Store Openings and Closures Tracker 2025, Week 30: Marks & Spencer Opens Airside Food Stores
Insight ReportChinese New Year 2026 Review: A Shift Toward Extended, Segmented and Experience-Driven Consumption Sophie Anne Luo, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 10, 2026 Reasons to ReadDiscover the evolving landscape of retail and consumer behavior during Chinese New Year 2026. Read this report to uncover answers to these and other important questions: How did the extended nine-day holiday period lead to more distributed and segmented consumption cycles? What role do technology and health-oriented products play in shaping consumer priorities during the holiday season? How is Chinese New Year impacting Western retail markets and global retail brand expansion? What strategic shifts should retailers consider to adapt to these evolving trends? Data in this research report include: Domestic travel volume and tourism spending for CNY 2026. Cross-regional travel data including daily averages and overall travel volume. Growth in technology-driven product segments, such as home appliances, audiovisual equipment, and communication devices. Online retail sales growth during the holiday period. Growth in experience-driven consumption, particularly in tourism, cultural, and wellness-related sectors. Expansion of Chinese retail brands internationally Companies mentioned in this report include: Target, Miniso, Pop Mart, Luckin Coffee Other relevant research: Chinese New Year 2026: Four Trends To Expect for the Year of the Horse Analyst Corner: The Labubu Craze—Revealing How Gens Z and Alpha Are Redefining Retail, with Charlie Poon 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:Weekly US Store Openings and Closures Tracker 2025, Week 46: Boll & Branch Nearly Doubles Its Store CountRetail Trends and Shopper Traffic Update, Q4: Early Findings & Strategic OutlookSentiment Dives, Tariff Pessimism Deepens, Reactive Shopping Entrenches: US Consumer Survey InsightsKroger and Instacart Expand Partnership To Advance Agentic Shopping and Accelerate Delivery Efficiency
Store TrackerWeekly UK Store Openings and Closures Tracker 2026, Week 14: Topps Tiles To Close Stores Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Head of Custom Research April 10, 2026 Reasons to ReadDiscover the latest trends in UK retail store openings and closures for 2026, and gain insights into the evolving market landscape. Read this report to discover answers to these and other questions: How many store closures and openings have UK retailers announced year to date in 2026, and how do these totals compare with the same period in 2025? Which retailers are driving the latest changes in our 2026 major UK store closures and openings tracker? How do full-year 2025 store closures and openings compare with 2026 year-to-date trends? Companies mentioned in this report include: Belstaff, Cavani, Co-op, Diamond Heaven, Lisa Angel, Marks & Spencer Group, Nôsa, Peachy Den, R.M. Williams, Schuh, Sports Direct, The Cotswold Company, The Works, Topps Tiles. Data in this report include: week-by-week comparisons of UK store closures and openings for 2026 and 2025; rankings of major retailers by total store closures; rankings of major retailers by total store openings; tabulated confirmed versus planned store activity by retailer and sector. Other relevant research: The full collection of Store Tracker reports, including our US-focused series The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates, retail and tech layoffs and capital raised by major retail companies. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. 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:US Consumer Sentiment Amid the Energy Shock: Premium Subscriber CallHigh-Income Consumers Drive Uptick in Financial Optimism: Weekly US Consumer Sentiment, Week 22, 2025—InfographicInnovator Profile: Wayvee Analytics—Analyzing Customer Emotions to Boost Store and Shelf PerformanceUS Retail and Consumer Outlook: June 2025
Store TrackerWeekly US Store Openings and Closures Tracker 2026, Week 14: Urban Outfitters Announces Expansion Plan Aaron Mark Dsouza, Data Analyst Sector Lead: Philip Moore, Head of Custom Research April 10, 2026 Reasons to ReadUncover the latest shifts in the retail landscape and stay ahead of key trends that impact store openings, closures, and the broader consumer market. Read this report to discover answers to these and other questions: What are the top store openings and closures in the US for 2026 so far? Which retailers are expanding in 2026, and which brands are downsizing? How do store closures and openings compare between 2025 and 2026 in key retail sectors? Companies mentioned in this report include: Adidas, Aldi, Arhaus, CaratLane, Cozey, Trader Joe’s, Urban Outfitters, Warby Parker, Yesway. Data in this report include: weekly totals of US store closures and openings for 2026 and 2025; retailer-level breakdowns of announced versus confirmed closures/openings; total store counts by retailer; total US retail bankruptcies year to date. Other relevant research: The full collection of Store Tracker reports, including our UK-focused series The US and UK Store Tracker Databank is the definitive resource for information on store openings and closures by sector in the US and UK retail industries. The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates, retail and tech layoffs and capital raised by major retail companies. The Retail Bankruptcies Databank details bankruptcies of US and UK retail companies, restaurants and gyms since March 2020. 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:Sector Focus: Off-Price Shopping—Data GraphicAnalyst Corner: US Foodservice Growth Prospects To Improve, But Tariff Uncertainty Looms—Market Outlook with Sujeet NaikJanuary 2026 US Retail Sales Outlook: Projecting More Than 3% Growth as Retail Outlook Score ImprovesUltrahigh Net Worth Individuals (UHNWIs) and the Luxury Consumer—UHNWIs Anchor Luxury Spending as Next Gen Rises
Event CoverageShoptalk Spring 2026 Wrap-Up: Retail Insights Centered on AI Successes and Results John Harmon, CFA, Managing Director of Technology Research Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 9, 2026 Reasons to ReadDiscover how AI and agentic commerce are reshaping the retail landscape and driving new growth opportunities, with our concluding insights from Shoptalk Spring 2026. Read this report to discover answers to these and other questions: What is the potential of agentic commerce in retail? How are companies using AI to enhance customer service? What are the key technological shifts shaping retail AI adoption? how does AI improve the retail delivery experience? What’s the future outlook for AI-driven retail growth? Companies mentioned in this report include: Amazon, The Home Depot, Macy’s, OpenAI, Wayfair, Gap Inc., Newell Brands, The Vitamin Shoppe, Anthropic, Salsify. Other relevant research: All of our coverage of Shoptalk events Our coverage of AI in retail and agentic commerce 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:Weekly UK Store Openings and Closures Tracker 2025, Week 47: Store Openings Exceed 1,500US Store Tracker Extra, January 2025: 50+ Million Square Feet of Retail Space Slated To Close This YearInnovator Profile: Gain—Autonomous AI Employees for Smarter, Faster ProcurementConsumer Sentiment Declines Significantly, Driven By Middle-Income Consumers: US Consumer Survey Insights
Deep DiveUS Department Stores Show Signs of Improvement: Is the Reset Working? Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 8, 2026 Reasons to ReadDiscover which US department stores are truly turning a corner—and what is driving sustainable recovery in a shrinking market. Read this report to discover answers to these and other questions: How is the 2025 inflection point reshaping department stores through a return to retail fundamentals? What do consumer perceptions reveal about the role of value, service and exclusive brands in driving store choice? Why have years of strategic experiments—from partnerships to shop-in-shops—failed to reverse sector decline? What key lessons from Macy’s and Dillard’s show how successful turnarounds are actually built? Companies mentioned in this report include: Dillard’s, JCPenney, Kohl’s, Macy’s, Nordstrom, Toys “R” Us, Sephora. Data in this report include: US department store market sales and growth trends; comparable store sales performance across major retailers; turnaround strategy and performance benchmarking; consumer survey insights on shopping drivers; timeline and impact of strategic initiatives. 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:CEO Brief: Intelligent Inventory—Achieving Inventory ExcellenceWeekly US Store Openings and Closures Tracker 2025, Week 44: Carter’s To Close 150 StoresUS Inbound Tourism Decline: Uneven Impacts to RetailFlipkart Big Billion Days 2025: Sales-Tax Cuts To Drive Strong Consumer Demand
Deep DiveSupply Chain Insights for Food, Drug and Mass Retail: Technology, Resilience and the Path to Stronger Margins Sujeet Naik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 8, 2026 Reasons to ReadDiscover how food, drug and mass retailers can modernize supply chains to reduce waste, navigate tariffs and unlock stronger margins through technology. Read this report to discover answers to these and other questions: What are the key supply chain challenges facing food, drug and mass retailers today—from tariffs and regulatory compliance to food waste, visibility gaps and organized retail crime? What practical supply-chain improvements can retailers implement in the next 12 months—including AI-driven demand forecasting, RFID visibility tools, digital twins and SKU rationalization? How could emerging technologies such as Web 3.0, blockchain, smart contracts and agentic AI reshape retail supply chains over the next five years? Companies mentioned in this report include: Aldi; Avery Dennison; Blue Yonder; Checkpoint Systems; Costco; CVS Health; IBM Food Trust; Impinj; Instacart; Kinaxis; Kroger; Leafio AI; Microsoft; Morpheus.Network; Nedap; Nvidia; o9 Solutions; OpenSC; Price Chopper; PYMNTS; RELEX Solutions; Rite Aid; SAP; SAS Institute; Siemens; Sourcemap; Target; Tecsys; TE-FOOD; Thomson Reuters; Upshop; Verisk CargoNet; Walmart; Zebra Technologies. Data in this report include: Tariff volatility and trade impact surveys; food waste and shrink cost estimates; supply chain visibility benchmarks; regulatory compliance readiness metrics; AI forecasting and operational efficiency ROI examples. 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:Analyst Corner: Agentic AI Will Change Shopping and Selling, with John HarmonAmazon Apparel US Consumer Survey 2026: Premium Subscriber Call PresentationThe New Coresight 100: Leading the Retail Charge in 2025—InfographicWeekly UK Store Openings and Closures Tracker 2025, Week 49: Claire’s Closes 150 Stores; Oliver Bonas To Open 20 Stores
Deep DiveSeasonal Shopping, 2Q26—Expectations for Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2026 Plans: US Consumer Survey Insights Extra Aditya Kaushik, Analyst Sector Lead: Philip Moore, Head of Custom Research April 7, 2026 Reasons to ReadThe Coresight Research monthly US Consumer Survey Insights series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers. This month, we continue our quarterly Seasonal Shopping series. We assess consumers’ spending expectations for calendar events in the second quarter of 2025 (2Q26): Memorial Day, Mother’s Day and Father’s Day. We also preview the end-of-year holiday season with an early outlook on shoppers’ spending plans and preferences. Plus, we review holidays during 1Q26, analyzing how consumers celebrated Valentine’s Day and how this behavior compared to their earlier plans. The appendix of this report provides results on consumers’ shopping behaviors from our weekly survey questions aggregated in four-week increments over the past few months. Data in this research report are our latest proprietary survey findings on: Whether US consumers expect to spend on Memorial Day, Mother’s Day and Father’s Day, and how much they expect to spend on each event compared to last year and in dollar terms How consumers plan to celebrate events in 2Q26—and breakdowns by gender, age and income for selected holidays Consumers’ spending expectations for the 2026 holiday season Actual consumer behavior and spending during Valentine’s Day (1Q26) Other relevant research: All our coverage of US holiday retail and festivals/holidays Read the full series of US Consumer Survey Insights and US Consumer Survey Insights Extra Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. 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:The CORE Framework for Artificial Intelligence in RetailFrom Policy to Accountability: Key Takeaways from the Boston Tech Week AI Governance SessionAnalyst Corner: Agentic Commerce Is Progressing at Warp Speed, with John HarmonUS Store Tracker Extra, March 2026: Total Opened Retail Space Exceeds 50 Million Square Feet
Deep DiveConsumer Sentiment Hits New Low; Many Consumers Cut Back on Eating Out Amid High Gas Prices: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Philip Moore, Head of Custom Research April 7, 2026 Reasons to ReadDiscover how US consumers are reacting to shifting economic conditions, Iran conflict and inflation pressures. Read this report to discover answer to these questions: How is consumer sentiment diverging across income groups—and what does this mean for premium versus value retail performance? How are higher gasoline prices impacting consumer budgets and driving spending cutbacks? Which categories are seeing the greatest reductions in spending—and what does this signal for discretionary vs. essential retail? Data in this research report include: Consumer sentiment by income and time; impact of gasoline prices on spending behavio; and retailer and category-level shopping data. Other relevant research: Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. 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:Stretching Budgets and Shifting Choices: Navigating Back-to-School 2025—Data GraphicWeekly UK Store Openings and Closures Tracker 2025, Week 23: Aldi and Topshop To Open StoresUS Store Tracker Extra, March 2026: Total Opened Retail Space Exceeds 50 Million Square FeetMay 2025 US Retail Sales: Core Sales Growth Proves Solid Despite Pull-Forward of Purchases
Deep DiveThe Middle East Energy Shock and the US Consumer: Lessons from 2022—Sustained Impacts Risk Trickle-Up Effect Aditya Kaushik, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 6, 2026 Reasons to ReadDiscover how 2022 Russia-Ukraine conflict impacted US consumer behavior and the retail sector and how the recent Middle East energy shock would impact US consumer behavior and the retail sector, with potential ripple effects on the economy. Read this report to discover answers to these and other questions: How has the conflict in Iran affected oil and gasoline prices, and what does this mean for US consumers? What can we learn from the historical comparison to the 2022 energy shock regarding fuel price increases? How might higher gasoline prices and inflationary pressures influence consumer confidence and discretionary spending across different income groups? What are the wider impacts on retail, including shifts in consumer preferences towards value-oriented products and private labels? How could the duration of the conflict influence broader economic and retail sector trends, especially in terms of inflation, store traffic and spending patterns? Companies mentioned in this report include: Amazon (NasdaqGS: AMZN), Adidas (XETRA:ADS), Best Buy (NYSE: BBY), Capri Holdings (NYSE: CPRI), The Clorox Company (NYSE: CLX), Dollar General (NYSE: DG), Dollar Tree (NasdaqGS: DLTR), Sprouts Farmers Market (NasdaqGS: SFM), Target (NYSE: TGT), V.F. Corporation (NYSE: VFC), Walmart (NasdaqGS: WMT), Wayfair (NYSE: W) Data in this report include: US Retail Gasoline Prices (2022 and 2026), US Consumer Sentiment (2022 and 2026), Placer.ai store traffic data (2022 and 2026), US Total Real Personal Consumption Expenditures (2022), Shifts in US Grocery and Nongrocery Shopping Habits (2022) 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:Weekly US Store Openings and Closures Tracker 2025, Week 25: Furniture Frenzy—At Home’s Bankruptcy, Ashley’s Store Renewal and Openings from IKEA, Wayfair and MoreSentiment, Tariffs and Inflation—What the Consumer Is Thinking: US Consumer Survey InsightsUS Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption? InfographicFinancial Confidence Improves but Tariffs and Inflation Impact Shopping Behavior: US Consumer Survey Insights
