Insight ReportCEO Brief: A Turning Point for US Consumers and the Economy? John Mercer, Head of Global Research and Managing Director of Retail Research October 7, 2025 Reasons to ReadIs the US economy and consumer demand at a turning point in 2025? We explore indicators that suggest so and what this means for retailers and brands. Read this report to discover answers to these and other questions: How are forward-pulled purchases and tariff-driven price increases impacting near-term retail demand? Why could structurally higher inflation and weaker job creation alter long-term consumer behavior? What role is AI investment playing in supporting US economic growth—and is it masking weakness elsewhere? Data in this report include: consumer behavior on forward purchasing; tariff absorption and inflation impacts; job creation and labor force trends; tourism and immigration-driven retail demand; GDP contributions from AI investment. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
