The Consumer

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Deep Dive | July 16, 2025 Premium

US Back to School 2025, Part 2: Where Consumers Will Shop—Opportunities with Higher-Income Shoppers, in Retail Media and on TikTok

Where and how will US back-to-school consumers shop in 2025? Our research finds consumers are shopping more online and pursuing value and convenience this back-to-school season, with opportunities opened up by retail media and platforms such as TikTok.

Deep Dive | July 15, 2025 Databank Members

Sentiment; Tariff Perceptions; Inflation Reactions—Taking the Consumer Pulse on Essentials: US Consumer Survey Insights

What are US consumers’ perceptions of tariffs and inflation, and how are they changing their spending habits as a result? We review three themes from our latest US consumer data: consumer sentiment; the expected impact of tariffs; and perceptions of, and responses to, inflation.

Infographic | July 11, 2025 Free Report

Three Data Points We’re Watching This Week, Week 28: US Retail and Consumer Latest

Discover key data points we are watching in week 28 of 2025. This week, we highlight US store closures as well as survey-driven insights on consumers’ financial outlook and their expectations to shop Amazon Prime Day.

Deep Dive | July 10, 2025 Databank Members

6.18 Shopping Festival Helps Lift Consumer Sentiment After Recent Lows: China Consumer Survey Insights

We analyze proprietary survey data to uncover consumer sentiment, behavior and shopping trends in China. This report reveals a lift in consumers’ economic and financial outlooks amid the 6.18 shopping festival.

Infographic | July 10, 2025 Premium

Consumer Sentiment Declines as Tariffs Loom: Weekly US Consumer Sentiment, Week 28, 2025—Infographic

Our latest weekly update on US consumer sentiment, based on proprietary survey findings, reveals declines in net financial and economic expectations amid expectations of the 90-day tariff pause ending (though this has been delayed from July 9, 2025, to August 1, 2025).

Deep Dive | July 9, 2025 Databank Members

Consumer Sentiment Declines; Plus, Apparel and Footwear Shopping in Focus: US Consumer Survey Insights

Are looming tariffs impacting US consumer sentiment? Understand the consumer mindset with our comprehensive data on financial and economic expectations. Also this week, we dive into apparel and footwear shopping trends, uncovering popular retailers, brands and products.

Deep Dive | July 8, 2025 Databank Members

Seasonal Shopping, 3Q25—Expectations for the Fourth of July, Labor Day, Amazon Prime Day: US Consumer Survey Insights Extra

Will US consumers celebrate or spend on key events in the third quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for the Fourth of July, Labor Day and Amazon Prime Day, as well as looking back at how consumers celebrated Easter, Memorial Day, Mother’s Day and Father’s Day in the second quarter.

Insight Report | July 8, 2025 Premium

Retail 2025: UK Retail Predictions—Midyear Trends Update

We provide a midyear review of the six predictions and trends that we outlined for UK retail for 2025. Understand how the market is adapting in a high-cost, low-growth environment—across data, media, margins and consumer behavior.

Infographic | July 3, 2025 Premium

Positivity About Personal Finances Continues: Weekly US Consumer Sentiment, Week 27, 2025—Infographic

Our latest weekly update on US consumer sentiment, based on proprietary survey findings, reveals continued improvement in consumers’ financial expectations, which are diverging further from lagging economic sentiment.

Deep Dive | July 2, 2025 Databank Members

Positivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey Insights

Dive into our survey-driven insights on mass merchandiser and warehouse club shopping in the US to uncover popular retailers and the most bought categories. Plus, we continue to track consumer sentiment, with new data this week revealing greater divergence between financial and economic expectations.

Infographic | June 27, 2025 Databank Members

Three Data Points We’re Watching This Week, Week 26: US Consumer Survey Insights

Discover key data points we are watching in week 26 of 2025. This week, we present highlights from our US consumer survey analysis, covering financial optimism, and off-price and dollar-store shopping.

Infographic | June 26, 2025 Premium

Financial Confidence Reaches Five-Month High: Weekly US Consumer Sentiment, Week 26, 2025—Infographic

Our latest weekly update on US consumer sentiment, based on proprietary survey findings, reveals continued improvement in consumers’ financial outlook, with expectations reaching a five-month high.

Deep Dive | June 25, 2025 Databank Members

Financial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: US Consumer Survey Insights

Dive into our survey-driven insights on off-price and dollar-store shopping in the US to uncover shopping rates, popular retailers and the most bought categories. Plus, we continue to track consumer sentiment, with new data this week revealing improving financial confidence.

Infographic | June 20, 2025 Free Report

Three Data Points We’re Watching This Week, Week 25: Predictive Data—Looking Ahead in US Retail

Discover key data points we are watching in week 25 of 2025. This week, we highlight predictive US retail data, from US consumers’ Amazon Prime Day shopping plans and personal financial expectations to our proprietary sales projection for July 2025.

Infographic | June 19, 2025 Premium

Financial Confidence Improves: Weekly US Consumer Sentiment, Week 25, 2025—Infographic

Our latest weekly update on US consumer sentiment, based on proprietary survey findings, reveals improvement in consumers’ financial outlook, with a positive turn among middle-income consumers.