Insight ReportUS Consumer Sentiment Amid the Middle East Energy Shock John Mercer, Head of Global Research and Managing Director of Data-Driven Research March 16, 2026 Reasons to ReadRead this report to understand our latest data and analysis on the implications of the Iran/Middle East energy shock, with a focus on the US consumer and retail. How is US consumer financial and economic sentiment trending, in total and for different income groups? How do gasoline price rises compare to those following the start of the 2022 Ukraine conflict? What are the learnings around shopper traffic from 2022? How much would rising gasoline prices cost US consumers and what is one potential multibillion-dollar offset for higher gasoline prices? Related Reports: CEO Brief: Iran Energy Shock—US Consumer Economy and Retail Impacts Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Holiday 2025: Government Shutdown-Related Reduction in SNAP, Other Payments and Salaries Could Meaningfully Impact US Holiday SpendingInconsistent Trends Appear to Reflect Uncertainty: Weekly US Consumer Sentiment, Week 31, 2025—InfographicChina Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform Shifts3Q24 US Retail Inventory Insights: Apparel, Off-Price and Warehouse Club Retailers Expand Inventories for the Holidays
