Reasons to Read

Discover how US consumer sentiment is shifting due to new tariffs, inflation and an uncertain economic outlook. Also this week, our sector focus analyzes consumer shopping behavior at off-price and dollar stores.

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

• How is consumer sentiment evolving across income groups, and what’s driving the recent volatility?
• Which off-price retailer is leading in shopper penetration, and what are consumers buying there?
• Which dollar stores are leading in shopper penetration, and what are consumers buying there?
• Where are US consumers shopping for food and nonfood items, and how is channel preference shifting?

Data in this research report include: Consumer sentiment by income and time; off-price and dollar-store shopping penetration and category preferences; and retailer and category-level shopping data.

Companies mentioned in this report include: Albertsons Company, Amazon, Burlington Stores, Costco, Dollar Tree, eBay, Family Dollar, Five Below, Kohl’s, Kroger, Macy’s, Ross Stores, Target, The TJX Companies (T.J. Maxx, Marshalls, HomeGoods) 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.