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

This week, we offer an update on the current state of the UK market and dive into new research and data on consumers' outlook in the US. John Mercer, Head of Global Research and Managing Director of Data-Driven Research at Coresight Research, discusses our recent, survey-driven findings on consumer sentiment trends and shifts amid tariffs. He explores shoppers' spending expectations for upcoming holidays (such as Easter and Mother's Day) and the end-of-year holiday season, and what these say about short- and long-term consumer confidence. The conversation also covers Dollar Tree, Inc.'s decision to divest Family Dollar and the implications for both brands. Overall, the episode provides valuable insights into the economic landscape and consumer behavior as retailers navigate uncertainty.