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

  • Apr 1 2025
  • Duración: 10 m
  • Podcast

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

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  • Resumen

  • 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
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