Economic Uncertainty Trends & Statistics

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Live FAQ: The Impact of Trump’s Tariffs on Consumers, Businesses, and Trade

Article
Mar 11, 2025

Trump's tariff policies fuel uncertainty: How brands and retailers can best prepare amid a perpetually shifting landscape.

Costco, BJ’s plot store expansion as sales surge

Costco, BJ’s plot store expansion as sales surge

Article
Mar 10, 2025

Consumers’ value focus is an expansion opportunity for Costco, BJ’s: The two plan to open dozens of stores to capitalize on demand for warehouse retailers.

Retail job cuts spike amid economic uncertainty

Retail job cuts spike amid economic uncertainty

Article
Mar 07, 2025

Retailers announced over 45,000 job cuts in January and February: Most resulted from bankruptcies, but the uncertain environment could drive more companies to cut costs.

Trump pauses Mexico and Canada tariffs—again—as retailers begin to feel the heat

Trump pauses Mexico and Canada tariffs—again—as retailers begin to feel the heat

Article
Mar 06, 2025

Trump’s tariff reprieve exacerbates uncertainty: The stop-and-start nature to the administration’s economic policy keeps retailers—and consumers—on edge.

Abercrombie & Fitch’s remarkable turnaround is at risk due to tariffs

Abercrombie & Fitch’s remarkable turnaround is at risk due to tariffs

Article
Mar 05, 2025

Abercrombie & Fitch sees slowdown looming as tariffs take effect: The retailer expects sales growth and profits to be seriously pressured in 2025.

Target prepares for higher prices, weaker sales as tariffs take effect

Target prepares for higher prices, weaker sales as tariffs take effect

Article
Mar 04, 2025

Target looks to add $15 billion in sales by 2030: However, 2025 is shaping up to be a tough year, as tariffs dampen discretionary demand and shoppers push back against its DEI policies.

Consumer spending is resilient—for now—but a slowdown could be looming

Consumer spending is resilient—for now—but a slowdown could be looming

Article
Feb 27, 2025

US consumer spending was resilient in 2024, but confidence is fading: Tariffs, layoffs, and inflation fears threaten to slow momentum as economic uncertainty looms.

TJX is poised to benefit from tariffs and economic uncertainty

Article
Feb 26, 2025

The challenging retail environment is fuel for TJX: The off-price retailer sees greater opportunities to attract shoppers amid tariff threats and declining consumer confidence.

Walmart forecasts slower growth as economic uncertainty challenges consumer spending

Walmart forecasts slower growth as economic uncertainty challenges consumer spending

Article
Feb 20, 2025

Walmart ended 2024 on a high note: But 2025 could tell a different story, with tariff uncertainty and economic volatility on the horizon.

Uber expects headwinds after banner 2024

Article
Feb 05, 2025

Uber’s record Q4 overshadowed by conservative Q1 outlook: The company expects rising insurance costs, unfavorable FX rates, and weather-related disruptions to weigh on bookings

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Levi Strauss prepares for uncertainty in 2025 even as demand ticks up

Levi Strauss prepares for uncertainty in 2025 even as demand ticks up

Article
Jan 30, 2025

Levi’s delivers downbeat outlook as uncertainty roils retail industry: The company expects potential tariffs, FX headwinds, and higher taxes to weigh on its 2025 performance.

Media job cuts hit 15,000 last year, and 2025 won’t reverse the trend

Media job cuts hit 15,000 last year, and 2025 won’t reverse the trend

Article
Jan 16, 2025

Media layoffs surge: The Washington Post lost $100 million last year, while Vox and HuffPost cut staff as publishers face financial pressures.

Retailers enjoyed solid end to 2024, but 2025 brings new challenges

Retailers enjoyed solid end to 2024, but 2025 brings new challenges

Article
Jan 16, 2025

Solid December sales cap a year of healthy retail growth: But 2025 could be a different story, as tariff concerns keep all but the wealthiest consumers from spending freely.

UK consumers are reluctant to splurge on big-ticket items amid economic uncertainty

Article
Dec 13, 2024

UK retailers face a challenging holiday season: The UK economy has grown in just one of the four months since Labour took power, exacerbating shopper gloom.

Why credit card delinquencies are rising for high-income consumers

Article
Nov 27, 2024

They’re still well below the overall average but could impede the already sluggish credit card recovery.

TJX’s holiday quarter starts strong as shoppers seek value, low prices

Article
Nov 20, 2024

TJX’s value proposition won over shoppers of all ages and incomes in Q3: That momentum has carried over into Q4, putting the off-price retailer in pole position to benefit this holiday season.

Kraft Heinz’s sales fall as private labels gain share

Kraft Heinz’s sales fall as private labels gain share

Article
Oct 30, 2024

Kraft Heinz expects US consumers’ trade-down behaviors to linger into 2025: The CPG company hopes to offset private labels’ rise with pop-culture partnerships, new products, and increased distribution in dollar and club stores.

Inflation’s downward trajectory fails to ease consumers’ financial anxieties

Inflation’s downward trajectory fails to ease consumers’ financial anxieties

Article
Oct 10, 2024

US inflation eased in September, but consumers remain anxious about their finances: Food prices and the cost of living keep shoppers on edge, even as most indicators point to healthy spending.

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