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: Why Is Shein Acquiring Everlane?Insights from China’s National Day Golden Week 2025: Resilience and Evolution in Consumer DemandEssential Guide to Shoptalk Spring 2026: Retail in the Age of AI—Balancing Automation and Human-Centric ExperiencesWeekly US Store Openings and Closures Tracker 2025, Week 29: Openings by Daiso, LEGO and Target
