Weakening demand hits QSR same-store sales: Starbucks, Chipotle, and Pizza Hut are among the chains reporting a slowdown as consumers pull back.

Tariff-related price hikes are coming, CPGs warn: P&G, Keurig Dr Pepper, and Nestlé are among the companies planning to raise prices to offset cost increases.

Target’s foot traffic has declined for 10 straight weeks: The drop followed its decision to step back from DEI efforts, a topic the CEO discussed with activist Al Sharpton.

Sluggish spending in February signals a challenging year: Consumers are curbing discretionary spending as sentiment plunges to the lowest level in over two years.

Amazon’s Interests AI delivers personalized recommendations: The feature is the retailer’s latest genAI-powered attempt to make the ecommerce experience more relevant.

Dollar Tree’s market share is growing as consumers across incomes prioritize value: The retailer sees strong prospects as it offloads Family Dollar and expands its multi-price assortment.

Consumers brace for tariff-related price hikes: Some take preemptive action, with 1 in 10 shoppers making a big-ticket purchase to sidestep rising costs.

Darden expects consumers to keep splurging on restaurant meals despite uncertainty: But dining out could be one of the first indulgences to go once tariff-related price hikes take effect.

Record holiday sales helped retailers, but purchasing patterns across income groups diverged starkly. Middle- and lower-income consumers grew more selective, carefully weighing where and when to spend amid economic uncertainty. Meanwhile, higher-income shoppers continued to spend freely.

Dollar General’s core customer is under considerable financial strain: Many shoppers can only afford basic essentials as inflation and economic uncertainty take their toll.

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

Best Buy faces stiff headwinds: The consumer electronics giant warned of higher prices due to President Trump’s new tariffs, which will likely crimp demand.

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.

Hasbro and Mattel are diversifying their supply chains: While that should help mitigate the effects of US tariffs, the US economic policy could still dampen demand for toys.

Three-quarters of consumers will reduce spending if tariffs lead to higher prices: Dining out, apparel, and live entertainment are the most likely candidates for cutbacks.

This deck provides critical data to help retailers benchmark their own ecommerce sales against the wider market.

This deck provides critical data to help retailers benchmark their own retail sales against the wider market.

Airlines expect robust travel demand in 2025: United and Alaska echoed Delta’s bullish forecast following record Q4 performances.

It’s about to get a lot harder to get cheap GLP-1s: Rising costs may force consumers to cut back on discretionary spending, creating headwinds for retailers already fearing tariff-driven cost increases.

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.