Deep Dive | April 30, 2026 Premium How US Consumers Are Shopping for Groceries: Prioritizing Value, Convenience and Private Labels Amid Macroeconomic PressuresExplore how US consumers are adapting grocery shopping habits, emphasizing value, convenience and private labels in response to economic pressures. Read More
Insight Report | April 21, 2026 Premium Energy Shock: As Gasoline Prices Decline, When Will Peak CPI Hit?US gasoline prices are currently heading downward as oil prices are rolling off their peak. However, broader inflation lags energy shocks. We assess when the CPI peak may occur and which retail seasons that would impact. Read More
Deep Dive | April 14, 2026 Databank Members Consumers Pull Back—Sentiment Sinks as Gas Prices Crowd Out Services: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on consumer sentiment and spending cutbacks across categories. Read More
Deep Dive | April 7, 2026 Databank Members Consumer Sentiment Hits New Low; Many Consumers Cut Back on Eating Out Amid High Gas Prices: US Consumer Survey InsightsHow are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on consumer sentiment and spending cutbacks across categories. Read More
Deep Dive | April 6, 2026 Premium The Middle East Energy Shock and the US Consumer: Lessons from 2022—Sustained Impacts Risk Trickle-Up EffectExplore the potential impact of the Iran-driven energy shock on US consumer behavior, drawing insights from the 2022 Russia-Ukraine conflict-induced oil price hike. Read More
Analyst Corner | April 5, 2026 Register for Free Access Analyst Corner: Middle East Energy Shock—Retail Faces a Deteriorating Context, with John MercerIn this Analyst Corner, we discuss updated data points on the impact of the Middle East energy shock, and the implications for US retail. Read More
Event Presentation | March 19, 2026 Premium US Consumer Sentiment Amid the Energy Shock: Premium Subscriber CallHow are US consumers reacting to the March 2026 Middle East energy crisis? We explore the consumer impacts and implications in this Premium Subscriber Call presentation from March 19, 2026. Read More