U.S. Tariffs: Consumer Impact Report, September 2025

U.S. shoppers continue to navigate a turbulent retail landscape shaped by tariffs and inflation, by retreating, recalculating and seeking value. In this September 2025 report consumers reveal how spending habits, loyalty, and deal-seeking behaviors are evolving as price pressures mount.

 

This month’s findings show:

 

• 58% of consumers feel cautious, pessimistic, or panicked about the economy.
• Shoppers are cutting back, buying fewer non-essentials, shopping less overall, and delaying major purchases.
• Younger consumers lean adaptive, turning to AI, coupon apps, and new digital tactics to stretch budgets.
• Nearly half (46%) say transparent communication increases loyalty, making clarity a competitive advantage.
• BFCM spending will be restrained, with most planning to spend less or focus more on discounts.
   

By downloading this report, you’ll also unlock access to our AI assistant — your personal on-demand analyst. Ask questions, explore trends by demographic, and receive tailored marketing takeaways. It transforms raw data into actionable, relevant insights for your brand.