What's Inside

The US consumer economy is in flux. With inflation creeping up and consumer sentiment taking a sharp downturn, retailers, brands and industry stakeholders must stay ahead of evolving market dynamics.

We unpack the latest data on critical indicators shaping the retail landscape in 2025.

Data in this research report include:

• Recent overall CPI inflation and retail-specific inflation rates
• Proprietary survey findings—US consumers’ economic and financial outlook over the next 12 months; expected impacts of tariffs on the economy and personal finances

Other relevant research:

• Retail 2025: US Macro, Consumer and Retail Outlook
• New Tariffs, New Challenges: How US Trade Policies Could Impact Prices and Profits
• 2025 Tariffs: What Do US Consumers Think?—Proprietary Survey Insights
• Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape
• The Coresight Research US Consumer Survey Databankprovides additional insight into US consumer behaviors from our weekly surveys.
• The US Retail Sales Databank features retail sales values and year-over-year growth, in total and by sector, by year and by month. This Databank is updated monthly.