What's Inside

Our US Consumer Tracker Extra series offers a deeper dive into key longer-term trends revealed by our weekly survey data. Consumers’ retreat from physical stores and public places in the face of Covid-19’s Delta variant has derailed many retailers’ hopes of a quick recovery, but some sectors will fare better than others.

In this report we assess the impact of the Delta variant and consumers’ retreat from public places in the following key areas:

• Variations in consumer behavior between age groups, and the surprising return of older shoppers
• Differing patterns of behavior and avoidance across the country
• The locations and sectors worst affected—and those that may yet benefit

Click here to view our full collection of US Consumer Tracker  weekly survey reports.