Insight ReportUS Tariffs: Divergence Between Consumer and Business Sentiment and What It Means for Retail Anand Kumar, Associate Director of Retail Research April 16, 2025 Reasons to ReadAs global trade tensions escalate and tariff policies evolve, we analyze how US consumer expectations compare to business confidence. Dive into the latest data, including proprietary survey findings, to unpack a divergence in key sentiment metrics and understand what this mean for retail. We point to a crucial window for strategic adaptation. Discover what smart companies should do now to navigate the uncertain retail landscape. Other relevant research: Tariffs + Consumer Sentiment: A Timeline, 2025 Webinar replay—Adapting to Tariff Pressures: Strategies for Retail Success All our coverage of tariffs The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Our Weekly US Consumer Sentiment infographic series complements our survey reports with selected findings on consumers’ financial and economic expectations each week. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Leveraging Digital Services, AI and Quick Commerce for Competitive Advantage: Global Learnings for US Retail and E-CommerceUS Retail and Consumer Outlook: June 2025World Retail Congress 2025 Insights: Consensus on Tariffs Floor, AI Risks in Adaptive Apparel, Smart Scaling in FocusCanada Store Openings and Closures Tracker 2025: Best Buy, Dollarama and Loblaw Companies Lead Openings at the Start of the Year
