Retail faces pressure as female consumers reduce spending
Circana says women are changing how they shop in 2025, and the trend could reshape retail.
Retail Sales
Amazon expands same-day fresh grocery delivery to 1,000+ cities
The expansion enables Prime members to purchase fresh groceries and everyday essentials in a single transaction, with all items delivered together.
FMI: Fresh foods remain key differentiator for food retailers
“As consumers continue to prioritize health and nutrition, fresh foods remain essential to delivering the quality, convenience, and experience shoppers expect.”
Resonate: Consumers mostly unmoved by tariffs but willing to cut back if necessary
Holiday spending is also set to soften: 38% more consumers are opting out of gift buying compared to two years ago, and 25% plan to shop only during major sales events.
Optimove Insights report shows most consumers are concerned about tariffs
“These findings are a wake-up call for marketers,” said Pini Yakuel, CEO of Optimove. “Now more than ever, consumers feel economic pressures. Marketers need agility and empathy to respond in real time. Brands must acknowledge financial anxiety through supportive, empathetic messaging.”
Core inflation hits five-month high as tariffs push retail prices higher
The inflation report arrives against a backdrop of slowing job growth and heightened expectations for Federal Reserve rate cuts in September.
CNBC/NRF Retail Monitor shows robust consumer spending in July
“We may be seeing growing inflationary impacts from tariffs since recent data shows price increases in commodity goods.”
U.S. import cargo forecast to fall 5.6% in 2025 as tariffs take effect
“While this forecast is still preliminary, it shows the impact the tariffs and the administration’s trade policy are having on the supply chain.”
Shopify sees strong demand despite tariffs
The Canadian e-commerce platform said sellers on its marketplace are adapting well to shifting trade policies.
Unilever’s growth action plan delivers results in first half of 2025
The company’s five business groups all delivered underlying sales growth.
Hispanic consumer spending slows as economic pressures shift priorities
Hispanic consumers are shifting away from mass retailers and department stores toward club and grocery formats such as Costco, Sam’s Club, Wakefern, and Publix.
Weak job growth, steep tariffs threaten retail spending
Retailers say slower job growth and higher tariffs hit households by reducing spending power and increasing costs.
Product availability a key factor for in-store shopping
“This shopper study underscores the impact of distorted inventory – disappointed consumers, lost sales, lower margins.”
Kellanova Q2 profit miss reflects U.S. consumer spending pressure
CEO Steve Cahillane acknowledged that “demand softness in most of our categories did not improve as much as we had hoped.”
Circana: Passion purchases and priorities drive June retail sales
Industries such as video games, beauty, and toys experienced a noticeable surge, thanks to what Circana calls “passion purchases.”
Consumer Edge: Tariffs and interest rates are changing spending habits
Consumers have altered their spending behavior in response to these pressures, signaling a widespread realignment in how and where they shop.