Infographic | February 26, 2026 Premium Supreme Court Ruling on Tariffs: Assessing Consumer Awareness and Sentiment—Data GraphicThis infographic presents the results of our quick-response survey conducted on February 22 regarding the Supreme Court’s February 20 tariff ruling. We explore awareness and sentiment, including by income and age. Read More
Infographic | February 24, 2026 Premium Tariffs + Consumer Sentiment: A Timeline, 2026—Data GraphicIn this infographic, we present a timeline of tariff-related developments by the US and other nations. We also offer highlights from our proprietary survey findings on US consumers’ sentiment and their perceptions of the impacts of tariffs. Read More
Insight Report | February 20, 2026 Premium Return to Uncertainty for Retail: Supreme Court Strikes Down US TariffsWe provide our initial thoughts on the implications for retail of the Supreme Court’s February 20, 2026 decision on tariffs. Read More
Deep Dive | January 28, 2026 Databank Members Sentiment, Tariffs and Inflation—What the Consumer Is Thinking: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment, consumers’ perceptions of the impacts of tariffs and consumers’ inflation awareness and responses to inflation. Read More
Insight Report | January 20, 2026 Premium 3Q25 Retail Inventory Insights: Execution Discipline Drives Performance into Holiday 2025Our quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. Discover inventory turnover ratios by sector and for selected major retailers in the third quarter of 2025. Dive into key commentary on inventory trends, planning and challenges—with insights on holiday inventory, tariffs, diverging supply chain strategies, AI (artificial intelligence)-driven tools and more. Read More
Infographic | December 19, 2025 Premium Quantifying Tariff Impacts: What Retail Companies Reported in 3Q25—Data GraphicWhat have US-focused retailers and brands reported on tariff impacts? In this data graphic, we summarize key financial impacts and commentary from 3Q25 earnings. Read More
Deep Dive | December 3, 2025 Databank Members Financial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey InsightsHow are US consumers’ sentiment and shopping behavior changing amid new tariffs? We review our latest US consumer data on consumer sentiment, impact of Federal Government Shutdown, consumers’ perceptions of the impacts of tariffs and consumers’ inflation awareness and responses to inflation. Read More
Deep Dive | November 4, 2025 Databank Members Financial Sentiment Turns Negative; Tariff Pessimism Deepens; Inflationary Trade-Down Persists: US Consumer Survey InsightsWe examine how US consumer sentiment and shopping habits are evolving under new tariffs, focusing on perceptions of tariff impacts and reactions to inflation. Read More
Insight Report | October 30, 2025 Premium 2Q25 Retail Inventory Insights: Diverging Strategies Amid Tariff Impacts in the Pre-Holiday Build-UpOur quarterly US Retail Inventory Insights series analyzes inventory trends in US retail. Discover inventory turnover ratios by sector and for selected major retailers in the second quarter of 2025. Dive into key commentary on inventory trends, planning and challenges—with insights on tariffs, diverging supply chain strategies, AI (artificial intelligence)-driven tools and more. Read More
Deep Dive | October 8, 2025 Databank Members Tariff Pessimism Cools; Inflationary Trade-Down Persists: US Consumer Survey Insights ExtraHow is US consumers’ shopping behavior changing amid new tariffs––we review our latest US consumer data on consumers’ perceptions of the impacts of tariffs and consumers’ inflation awareness and responses to inflation. Read More
Infographic | September 18, 2025 Premium Tariffs and Earnings: What Companies Have Reported—Data GraphicDiscover how tariffs squeeze retail margins and who is best positioned to win. Get key insights from our consumer research. Read More
Infographic | September 11, 2025 Premium Tariffs Prompt Pull-Forward Purchases: What Are Consumers Buying Early?—Data GraphicHow are consumers shifting their purchases due to tariffs? This data graphic explores the extent of early shopping in US retail. Read More
Deep Dive | September 10, 2025 Databank Members Sentiment Dives, Tariff Pessimism Deepens, Reactive Shopping Entrenches: US Consumer Survey InsightsHow is US consumers’ sentiment changing amid new tariffs? We review three themes from our latest US consumer data: consumer sentiment, tariffs and inflation. Read More
Infographic | September 2, 2025 Premium Holiday Shopping Starts in the Summer: Tariffs Trigger Ultra-Early Holiday Shopping in 2025—Data GraphicUS consumers’ shopping behavior is changing amid new tariffs reinstatement. We review how consumers are changing their holiday 2025 shopping timings based on our latest US consumer data. Read More
Deep Dive | August 12, 2025 Databank Members Sentiment, Tariffs and Inflation—How Is the US Shopper Reacting? US Consumer Survey InsightsWhat are US consumers’ perceptions of tariffs and inflation, and how are they changing their spending habits as a result? We review three themes from our latest US consumer data: consumer sentiment; the expected impact of tariffs; and perceptions of, and responses to, inflation. Read More
