Reasons to Read

Understand how US consumer sentiment and department store shopping behaviors are evolving amid economic uncertainty. 

Read this report to uncover answers to these and other questions:

• How is financial and economic sentiment shifting across income groups, and what’s driving these changes?

• What does the latest data reveal about Kohl’s and Macy’s dominance—and other department stores gaining momentum—in department store retail?

• Which product categories are gaining or losing share in department store shopping, and what does that say about consumer priorities?

Data in this research report include: Consumer sentiment by income group and week; department store shopper penetration by retailer and category; department store trends including purchase rates and retailer popularity.

Companies mentioned in this report include: Albertsons Companies, Amazon, Costco, Dollar General, Dollar Tree, eBay, JCPenney, Kohl’s, Kroger, Macy’s, Neiman Marcus, Nordstrom, Saks Fifth Avenue, The TJX Companies and Walmart.

Other relevant research:  

• US Holiday 2025: Early Outlook—Improving Signals, But Will It Last?
• Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.