Tariffs

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.

Deep Dive | December 3, 2025 Databank Members

Financial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey Insights

How 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

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.

Insight Report | October 30, 2025 Premium

2Q25 Retail Inventory Insights: Diverging Strategies Amid Tariff Impacts in the Pre-Holiday Build-Up

Our 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.

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.

Deep Dive | August 12, 2025 Databank Members

Sentiment, Tariffs and Inflation—How Is the US Shopper Reacting? US Consumer Survey Insights

What 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.

Infographic | July 31, 2025 Premium

US Consumers’ Perceptions of Tariffs: Data Graphic

Discover US consumers’ views on tariffs in our data graphic, ahead of the August 1, 2025, tariffs introduction date. We slice and dice our data by multiple demographics.

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.

Deep Dive | July 28, 2025 Premium

Redefining Global Sourcing: What a US–India Trade Deal Means for Retailers and Manufacturers

Gain comprehensive insights into the US–India Bilateral Trade Agreement tariffs and their far-reaching impact on trade, manufacturing and consumer behavior. This in-depth research report examines how ongoing negotiations and potential tariff reductions in critical sectors—such as automobiles, steel, iron and electronics—could reshape supply chains, enhance export competitiveness and influence pricing in both countries. Explore the full report to understand key opportunities and challenges created by this evolving bilateral trade landscape.

Deep Dive | July 28, 2025 Databank Members

Taking the Temperature on Tariffs Ahead of August 1: How Are Different Consumer Groups Reacting? US Consumer Survey Insights Extra

Discover US consumers’ views on, and reactions to, tariffs, with our survey insights ahead of the August 1, 2025, tariffs introduction date. We slice and dice our data by multiple demographics.

Infographic | July 17, 2025 Premium

Rolling Metric Picks Up After Last Week’s Dip: Weekly US Consumer Sentiment, Week 29, 2025—Infographic

US consumer sentiment is increasing again, but not equally among all consumer groups. Find the latest headline trends and key data points in this week’s infographic.