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5/16/25
State of the Consumer Report [Week ending in May 16]


report summary
State of the Consumer Report. Data-backed consumer insights and market analysis from YipitData's research team.
[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.