Insight ReportEnergy Shock: As Gasoline Prices Decline, When Will Peak CPI Hit? John Mercer, Head of Global Research and Managing Director of Data-Driven Research Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 21, 2026 Reasons to ReadDiscover how recent shifts in oil and gasoline prices are poised to affect US consumer behavior and broader retail trends in 2026. Read this report to discover answers to these and other questions: How are declining gasoline prices impacting broader inflation trends in the US? What is the timing for peak CPI and when will its lagged effects be felt? How will the summer travel and back-to-school seasons be influenced by inflation? What does a potential rise in oil prices mean for the upcoming holiday retail season? Data in this report include: gasoline and oil price trends; consumer price index (CPI) projections; retail sales metrics for key seasonal events. 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: A Guide to NRF 2026 Retail’s Big Show: The Next Now—Key Insights Shaping the Future of RetailWeekly UK Store Openings and Closures Tracker 2025, Week 33: River Island Confirms Store Closures; Claire’s UK Files for AdministrationCES 2026: Retail Track Wrap-Up—Search, Experiences, Technology and Social MediaWeekly US Store Openings and Closures Tracker 2025, Week 12: Forever 21 To Close All Stores; Dollar General Announces Major Store Expansion Plan