Reasons to Read

Discover how US consumer sentiment and social commerce shopping trends are shifting amid economic uncertainty.

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

• How is sentiment splitting between higher- and lower-income consumers—and what does it signal for premium and value retail?
• What is driving the recent sharp declines in weekly consumer financial and economic sentiment?
• How embedded is social media in the shopping journey, and which platforms are converting interest into purchases?
• What categories are winning on social platforms—and why is beauty gaining ground over apparel?
• How are TikTok shoppers behaving differently, and what does it mean for beauty, apparel and electronics brands?

Data in this research report include: Net sentiment trends across income levels; platform usage for social shopping; product categories purchased on social platforms; weekly and rolling-average data on financial and economic sentiment; retailer-specific food and nonfood purchase data.

Companies mentioned in this report include: Albertsons Companies, Amazon, Costco, Dollar General, Dollar Tree, eBay, Facebook, Instagram, Kohl’s, Kroger, Macy’s, Target, The TJX Companies, TikTok, YouTube 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.