Insight ReportCEO Brief: Iran Energy Shock—US Consumer Economy and Retail Impacts John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 10, 2026 Reasons to ReadDiscover how the Middle East energy shock is impacting US consumer behavior and the retail sector, with potential ripple effects on the economy. Read this report to discover answers to these and other questions: How has the conflict in Iran affected oil and gasoline prices, and what does this mean for US consumers? What can we learn from the historical comparison to the Ukraine conflict regarding fuel price increases? How might higher gasoline prices and mortgage rate changes impact consumer confidence and discretionary spending? What are the wider impacts on retail, including potential revenue and cost pressures on companies? How could the duration of the conflict influence broader economic and retail sector trends? Our analysis in this report is as of March 9, 2026. For the latest consumer sentiment data, see our US Consumer Survey Insights reports. 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 Other research you may be interested in: Earnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report DeclinesWeekly US Store Openings and Closures Tracker 2025, Week 43: Astrid & Miyu and Hermès Open Stores2026 Retail Predictions: China—Five Pillars for Moderate Growth Amid a Tough EnvironmentHead-to-Head in Global Luxury Retailing: Kering vs. LVMH
