State of the Consumer Report

[Week of May 9]

Timely insights on consumer behavior, pricing, and retail trends

This weekly snapshot highlights the most relevant signals shaping where and how consumers are spending—from e-commerce and inflation shifts to essential vs. discretionary demand.

What you'll get from this week's report:

• Cross-border e-commerce slowdown: Learn how tariff pressures are reshaping sales trends at Shein, Temu, and TikTok Shop.

• Retail timing shifts: Understand how Easter impacted YOY sales growth across value, beauty, and specialty retailers.

• Category-level pricing movements: See where inflation is accelerating, stabilizing, or being masked by product mix shifts.

• Essential vs. discretionary spending: Get a read on where consumers are pulling forward purchases—and where demand is softening.

• Electronics spotlight: Explore how premium tech purchases are driving temporary pricing spikes amid slow inventory turnover.

Access the latest insights on pricing trends, e-commerce shifts, and consumer behavior by filling out the form.