What's Inside

We consider the US macroeconomic outlook for 2025, including metrics that directly impact the consumer economy and retail for the new year and in the context of a new administration entering the White House.

Dive into our insights on inflation, interest rates, the housing market and more, and understand key retail and consumer economy tailwinds and headwinds.

Data in this research report include:

• US macroeconomic metrics, 2025 vs. 2024—including GDP growth, CPI, interest rates, home sales and unemployment rate

Companies mentioned in this report include: Best Buy, Home Depot, Lowe’s, Shein, Temu, TikTok

Other relevant research:

• Retail 2025: What Will Redefine US Retail?—Coresight Research Predictions
• Retail 2025 Sector Outlooks: Ebook
• Market Navigator: US Retail and E-Commerce—Seizing Opportunities Amid a Changing Landscape
• The Coresight Research US Consumer Survey Databank provides 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.