What's Inside

Welcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise.

This week, Aditya Kaushik, Analyst, draws on Coresight Research survey findings to unearth trends in US consumer sentiment. Tariff risks and inflationary headwinds are making for a challenging consumer environment in 2025. We discuss how expectations for the economy and personal finances vary by demographic, and highlight key changes this year so far.

We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out.

• Read the research behind this Analyst Corner to dive into our survey findings in detail, including trends by consumer location and ethnicity: Consumer Sentiment Unpacked—Higher-Income, Younger Consumers Are Most Optimistic: US Consumer Survey Insights Extra

Other relevant research:

• Tariffs + Consumer Sentiment: A Timeline, 2025
• The Weekly US Consumer Sentiment infographic series highlights key Coresight Research findings on economic and financial expectations in the context of shifts in the macroeconomic landscape.
• Read the full series of US Consumer Survey Insights and US Consumer Survey Insights Extra reports.
• Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.
• Read previous Analyst Corner reports, including last week’s report, which Anand Kumar, Managing Director of Retail Research, discusses three key themes transforming US apparel and footwear retailing in 2025 and beyond.