What's Inside

On May 29, 2025, Deborah Weinswig, CEO and Founder of Coresight Research, presented at The Lead Summit on the evolving supply chain landscape.

This presentation dives into the impacts of tariffs on retail and consumers, the surge-and-slump sourcing cycle for holiday 2025, and our outlook for the remainder of the year, covering stagflation, private label and more.

Discover our 10 predictions for the rest of 2025! Leveraging proprietary survey findings and expert analysis of macroeconomic headwinds, we provide critical insights to help you get a step ahead in supply chain management and holiday-season planning.

Data in this presentation include:

• Proprietary survey findings—US consumers’ perceptions of tariffs and responses to inflation
• Year-over-year changes in total goods imported into the US, by month, January 2024 – March 2025
• Supply chain exposure to China, by product category
• Year-to-date changes in Coresight Research’s retail sales growth forecast for 2025

Other relevant research:

• Tariffs + Consumer Sentiment: A Timeline, 2025
• More research on tariffs, supply chain, macroeconomics and the consumer
• The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.