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?