Tariff

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Infographic | December 3, 2025 Premium

Tariffs + Consumer Sentiment: A Timeline, 2025—Data Graphic

In 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.

Deep Dive | November 4, 2025 Databank Members

Financial Sentiment Turns Negative; Tariff Pessimism Deepens; Inflationary Trade-Down Persists: US Consumer Survey Insights

We examine how US consumer sentiment and shopping habits are evolving under new tariffs, focusing on perceptions of tariff impacts and reactions to inflation.

Deep Dive | October 8, 2025 Databank Members

Tariff Pessimism Cools; Inflationary Trade-Down Persists: US Consumer Survey Insights Extra

How 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.

Infographic | September 18, 2025 Premium

Tariffs and Earnings: What Companies Have Reported—Data Graphic

Discover how tariffs squeeze retail margins and who is best positioned to win. Get key insights from our consumer research.

Infographic | September 11, 2025 Premium

Tariffs Prompt Pull-Forward Purchases: What Are Consumers Buying Early?—Data Graphic

How are consumers shifting their purchases due to tariffs? This data graphic explores the extent of early shopping in US retail.

Deep Dive | September 10, 2025 Databank Members

Sentiment Dives, Tariff Pessimism Deepens, Reactive Shopping Entrenches: US Consumer Survey Insights

How is US consumers’ sentiment changing amid new tariffs? We review three themes from our latest US consumer data: consumer sentiment, tariffs and inflation.

Infographic | September 2, 2025 Premium

Holiday Shopping Starts in the Summer: Tariffs Trigger Ultra-Early Holiday Shopping in 2025—Data Graphic

US 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.

Insight Report | July 29, 2025 Premium

CEO Brief: Tech for Tariffs—Four Technologies (and Services) That Can Raise Revenues and Margins Now to Offset Tariff Pain

In a challenging and unpredictable tariff environment, retailers and brands can benefit from several technologies and services that can provide a margin or revenue lift—we outline four opportunities in this CEO Brief.

Insight Report | June 9, 2025 Premium

US Retail in the Rest of 2025: Normalized Demand and Leaner Inventories Ahead of a High-Stakes Holiday Season

We offer 10 predictions for the rest of 2025, and outline core economic dynamics that are set to reshape the retail sector in the months ahead. What qualities will set retailers and brands apart? Discover critical insights to stay ahead through 2025.

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