State of the Consumer Report

Written By YipitData for Companies

[Week ending in May 16]

Timely insights on consumer behavior, pricing, and retail trends

This weekly report highlights timely shifts in U.S. consumer behavior using YipitData’s near real-time transaction data. It includes insights on spending trends, pricing movements, and category-level performance.

Key Insights found in the report:

  • Spending Trends: Growth slowed Y/Y as the Easter boost faded; electronics remained up vs. Q1 but softened in late April.

  • Beauty: Sephora pricing fell more sharply during April’s event vs. 2024, pointing to deeper promotions.

  • Pricing & Tariffs: Modest increases across most goods; electronics led due to trade-up behavior. Retailers expect further hikes from tariffs.

  • Goods vs. Services: Goods spending was flat Y/Y; services gained, led by travel, leisure, and luxury ahead of price increases.

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

 
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State of the Consumer Report