Reasons to Read

New US tariffs on imports from Canada, Mexico and China will impact multiple retail categories, with implications for consumers. We summarize category-level exposure to these countries, and present new, proprietary US consumer survey findings on perceptions of tariffs.

Data in this research report include:

• Value and share of product imports to the US, by selected country—food, apparel, and footwear categories
• US consumers’ expectations on the impacts of new tariffs on the economy and them personally, their concerns around tariffs, and the perceived benefits of tariffs

Other relevant research:

• Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy?
• New Tariffs, New Challenges: How US Trade Policies Could Impact Prices and Profits
• Prior survey findings on the impacts of US tariffs: 2025 Tariffs: Impacts on the US Consumer Economy—Free Infographic and 2025 Tariffs: What Do US Consumers Think?—Proprietary Survey Insights
• Retail 2025: US Macro, Consumer and Retail Outlook
• All our coverage of the consumer and macroeconomics
• The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.
• The US Retail Sales Databank features retail sales values and year-over-year growth, in total and by sector, by year and by month. This Databank is updated monthly.