Tariffs, Cautious Consumers and Dollar-Store Shifts: The Road Ahead for US Retailers

Takeaways

• The UK economy is expected to grow only 1% this year.
• Overall consumer sentiment in the US has declined sharply since January.
• Sentiment among high-income consumers has slightly improved recently.
• Survey data show optimism for upcoming holidays but caution for the future.
• Dollar Tree, Inc.'s divestment of Family Dollar aims to focus on profitability.
• Family Dollar shoppers are typically more urban and lower-income.
• Retailers must navigate uncertainty with strategic technology investments.

Chapters

00:00 This Week in Research: New Reports and Data

02:42 UK Economic Overview and Consumer Sentiment

03:56 US Consumer Sentiment Trends and Spending Expectations

07:56 Dollar Tree's Strategic Move and Market Insights

Read our comprehensive reports on the topics covered in this episode:

• Seasonal Shopping, 2Q25—Expectations for Easter, Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2025 Plans: US Consumer Survey Insights Extra
• Dollar Tree To Divest Family Dollar: Here’s What It Means—Consumer + Real Estate Data Analysis