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Seasonal Shopping, 3Q26—Expectations for the Fourth of July and Labor 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 and Labor Day, as well as looking back at how consumers celebrated Easter, Memorial Day, Mother’s Day and Father’s Day in the second quarter. We also analyze consumers’ expectations for holiday season 2026.

1Q26 Retail Inventory Insights: Inventory Builds Broaden as Traffic Stabilizes and Margin Discipline Becomes More Critical

Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. Discover inventory turnover ratios by sector and for selected major retailers in the first quarter of 2026. Dive into key commentary on inventory trends, planning and challenges, with insights on spring inventory builds, tariff and energy-cost risks, K-shaped consumer demand, AI-driven inventory visibility and more.