Deep Dive Databank MembersSentiment Hits Four-Month Low as Higher-Income Confidence Weakens; Plus, Mass Merchandisers and Warehouse Clubs in Focus: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research September 23, 2025 Reasons to ReadDiscover how US consumer sentiment is shifting due to new tariffs and a changing economic outlook. Read this report to discover answers to these and other questions: How is consumer sentiment evolving across income groups, and what’s driving the recent volatility? Which retailers are winning the largest share of mass merchandiser and warehouse club shoppers—and why? What categories are consumers prioritizing when shopping at mass merchandisers and warehouse clubs? Where are US consumers shopping for food and nonfood items, and how is channel preference shifting? Data in this research report include: Consumer sentiment by income and time; mass merchandisers and warehouse clubs shopping penetration and category preferences; and retailer and category-level shopping data. Companies mentioned in this report include: Albertsons Companies, Amazon, BJ’s, Costco, Dollar Tree, eBay, Family Dollar, Five Below, Kohl’s, Kroger, Macy’s, Sam’s Club, Target, The TJX Companies and Walmart. Other relevant research: US Holiday 2025: Early Outlook—Improving Signals, But Will It Last? Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. 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
