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US Consumer and Retail Outlook—Holiday 2025 and Beyond: Premium Subscriber Call, September 2025

Join the Coresight Research team for our latest view on consumer and retail prospects for holiday 2025 and into 2026. We will dive into questions such as: Which consumer segments will drive growth and how can retailers serve their needs? How are consumers feeling about holiday, tariffs and more, and what are their behaviors, concerns and intentions? How will wider factors—beyond tariffs—shape consumer demand? What does the macroeconomic context mean for retail inflation and retail demand?

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Analyst Corner: What Happened with US and China Consumer Sentiment on the Eve of Expected Tariffs? with John Mercer

In this week’s Analyst Corner, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses consumer sentiment trends we are seeing in China and the US, based on data from our proprietary weekly surveys, including the factors that likely supported consumer confidence in China and the US ahead of expected new tariffs.

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