Reasons to Read

Understand how a prolonged US government shutdown is reshaping retail demand and food spending.

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

• How significant is the SNAP program to US grocery retail—and which states are moving to fill the funding gap during the shutdown?
• Why has Coresight Research revised down its US retail sales growth estimates, and what are the implications for the holiday season?

Companies mentioned in this report include: 7-Eleven, Dollar General, Kroger, Target and Walmart.

Data in this report include: SNAP’s share of grocery retail sales; revised monthly US retail sales forecasts using Coresight’s ML model.

Other relevant research:

• Holiday 2025: Government Shutdown-Related Reduction in SNAP, Other Payments and Salaries Could Meaningfully Impact US Holiday Spending
• SNAP Policy Changes and Funding Cuts: Impact on Retailers