Consumer Trends


  • A mall parking lot in South Portland, Maine, is mostly devoid of cars as the COVID-19 pandemic forces most retailers to close.
    Image attribution tooltip
    Daphne Howland/Retail Dive
    Image attribution tooltip

    5 years after pandemic lockdowns, is retail back to normal?

    Stores are open, inventory is flowing and inflation is down. But today’s uncertainty and destabilization are making consumers anxious.

    By March 24, 2025
  • Exterior of Target store
    Image attribution tooltip
    Sam Silverstein/Retail Dive
    Image attribution tooltip

    Target adds 2,000 products to baby assortment

    The revamp is the latest over the last year as the retailer focuses on newness to grow share across its merchandising portfolio.

    By March 21, 2025
  • Trendline

    The latest in experiential retail

    From new store concepts to accessibility efforts, retailers are constantly shifting their approach to better cater to shopper needs.

    By Retail Dive staff
  • A person wearing sunglasses pushes a baby in a store cart.
    Image attribution tooltip
    Daphne Howland/Retail Dive
    Image attribution tooltip

    Walmart expands premium beauty options

    The retail giant also announced the four brands that will participate in its third beauty accelerator program, Walmart Start.

    By March 21, 2025
  • A person shops for clothing on a tablet.
    Image attribution tooltip
    Bevan Goldswain via Getty Images
    Image attribution tooltip

    Resale’s popularity in the US could offer hedge against tariffs

    ThredUp’s chief strategy officer says preowned clothing sales are “effectively domesticating the supply chain.”

    By Lara Ewen • March 21, 2025
  • Target employee.
    Image attribution tooltip
    Courtesy of Target
    Image attribution tooltip

    E-commerce is here to stay after a push from the pandemic

    Retailers quickly enhanced their e-commerce and mobile offerings as the pandemic took hold. It worked, and shifted consumer expectations along the way.

    By March 20, 2025
  • A dark blue flag that reads "Old Navy" in white block letters hands vertically on a building in New York City, shown in the righ of a photo. Another building is on the left, with blue sky in the middl
    Image attribution tooltip
    Daphne Howland/Retail Dive
    Image attribution tooltip

    Old Navy quietly debuts occasionwear

    Prices start at about $25, answering demand for affordable dresses for weddings, parties and proms.

    By March 19, 2025
  • A stressed, frustrated woman uses her laptop.
    Image attribution tooltip
    Brothers91 via Getty Images
    Image attribution tooltip

    Tariffs trigger ‘horrific’ plunge in consumer sentiment

    Federal Reserve officials, scheduled to assess monetary policy this week, will likely zero in on a jump in long-term inflation expectations.

    By Jim Tyson • March 17, 2025
  • A Dormify display at The Container Store.
    Image attribution tooltip
    Courtesy of The Container Store
    Image attribution tooltip

    Retail’s home sector has yet to find steady ground

    The category experienced both highs and lows since the pandemic hit. But as sales start to tick up once again, retailers face new challenges.

    By March 17, 2025
  • TJMaxx storefront.
    Image attribution tooltip
    Kaarin Vembar/Retail Dive
    Image attribution tooltip

    US immigration policy could hurt off-pricers

    Burlington, TJX and Ross stand to benefit from tariffs and consumer angst, but one of their most important customer bases is under extreme pressure.

    By March 13, 2025
  • A person wearing a jacket and hoodie looks down at their phone, smiling.
    Image attribution tooltip
    Courtesy of Amazon
    Image attribution tooltip

    Majority of Americans have yet to try Amazon Haul

    Three months after its launch, 16% of shoppers use the site at least monthly, compared to 23% and 28% who do the same at Shein and Temu.

    By March 10, 2025
  • A close up of a payment terminal next to a white self checkout bin with paper bags hanging.
    Image attribution tooltip
    SolStock via Getty Images
    Image attribution tooltip

    Retailers are pushing payment modernization as customers ask for more

    A KPMG survey found that a majority of retailers plan to keep updating their payment programs to keep up with consumer tech demands.

    By March 6, 2025
  • A Klarna sign at a Charlotte Premium Outlets mall in Charlotte, N.C. on March 26, 2022.
    Image attribution tooltip
    Caitlin Mullen/Retail Dive, data courtesy of Industry Dive employee Caitlin Mullen
    Image attribution tooltip

    Gen Z used BNPL more than credit cards over holidays, survey shows

    It was the first J.D. Power survey to show that buy now, pay later overtook credit card use among that demographic.

    By Patrick Cooley • March 4, 2025
  • Several grocery items such as chocolate almond milk and pistachio nut butter against an orange backdrop
    Image attribution tooltip
    Courtesy of Walmart
    Image attribution tooltip

    Inflation continues to drive private label growth

    Gen Z and millennial shoppers are particularly interested in store brands as they seek out both value and quality, per a Circana study.

    By Howard Ruben • March 3, 2025
  • Shoppers walk by boarded-up windows in front of a brick, Old Navy building.
    Image attribution tooltip
    Justin Sullivan via Getty Images
    Image attribution tooltip

    What 5 charts say about the pandemic’s impact on retail, 5 years later

    The industry may be far from the dramatic day-to-day struggles of 2020, but it hasn’t yet escaped the long tail the global health crisis left in its wake.

    By March 3, 2025
  • An entrance at the Christiana Mall in Delaware in 2024
    Image attribution tooltip
    Nate Delesline III/Retail Dive
    Image attribution tooltip

    Economic blackout urges US consumers to avoid purchases Friday

    The People's Union USA wants shoppers to abstain from making in-store or online purchases, but research shows just 16% plan to participate.

    By Feb. 28, 2025
  • Image attribution tooltip
    Mario Tama via Getty Images
    Image attribution tooltip

    Consumer spending falls, highlighting fading confidence

    Two closely tracked gauges of consumer confidence slid in February, pushed down by concerns about import duties enacted by the Trump administration.

    By Jim Tyson • Feb. 28, 2025
  • President Donald Trump speaks during a cabinet meeting at the White House on Feb. 26, 2025.
    Image attribution tooltip
    Andrew Harnik via Getty Images
    Image attribution tooltip

    Canada and Mexico tariffs will take effect March 4, Trump confirms

    The president will also impose an additional 10% import tax on China next week and hinted at plans to soon levy 25% duties on the European Union.

    By Philip Neuffer • Feb. 27, 2025
  • A bright green facade says "Joann" in white capital letters, and "handmade happiness" in white script.
    Image attribution tooltip
    Courtesy of Joann
    Image attribution tooltip

    Joann shoppers to shift purchases to Michaels, Hobby Lobby

    The craft retailer’s store closures have left shoppers searching for alternatives, according to a Numerator survey.

    By Tatiana Walk-Morris • Feb. 27, 2025
  • A person carrying a tote bag looks at items on a grocery store shelf
    Image attribution tooltip
    Brandon Bell via Getty Images
    Image attribution tooltip

    Consumer sentiment slumps on fears tariffs will fuel inflation

    Consumers are “clearly bracing for a resurgence in inflation,” said Joanne Hsu, director of the University of Michigan’s Surveys of Consumers.

    By Jim Tyson • Feb. 24, 2025
  • A hand holds a paper bag with thick handles
    Image attribution tooltip
    anyaberkut via Getty Images
    Image attribution tooltip

    Consumers expect inflation increase amid tariff talks

    Sentiment is at its lowest point since July, as consumers feel uncertain about the current state of the economy, according to a Wells Fargo report. 

    By Tatiana Walk-Morris • Feb. 10, 2025
  • Secretary talks on the phone while working at her desk.
    Image attribution tooltip
    Fly View Productions via Getty Images
    Image attribution tooltip

    Calling a customer? Brands can now display ‘reason for call’

    TransUnion and AT&T now offer companies the ability to display brand name, company logo and the reason for their call when dialing Android users.

    By Kristen Doerer • Feb. 6, 2025
  • Closeup of a person picking up tomatoes at a grocery store.
    Image attribution tooltip
    ZeynepKaya via Getty Images
    Image attribution tooltip

    Consumer confidence in January falls for the first time in 6 months

    The University of Michigan recorded a 10% year-on-year drop, and other data found sentiment hit a four-month low.

    By Feb. 3, 2025
  • The Chewy.com website on a tablet.
    Image attribution tooltip
    Joe Raedle / Staff via Getty Images
    Image attribution tooltip

    Chewy holds the top spot as overall satisfaction with online retail declines

    The American Customer Satisfaction Index found two-thirds of online retailers saw satisfaction drop year over year.

    By Bryan Wassel • Feb. 3, 2025
  • A customer pays for a purchase at a clothing store
    Image attribution tooltip
    gorodenkoff via Getty Images
    Image attribution tooltip

    What retailers can expect in 2025

    As a new year kicks off, the industry is up against challenges concerning tariffs, DEI policies and crime.

    By Retail Dive Staff • Jan. 31, 2025
  • A quotation mark on a blue background.
    Image attribution tooltip
    Kendall Davis/Retail Dive
    Image attribution tooltip
    Podcast

    The Backroom: A new retail apocalypse?

    The team discusses a recent report that U.S. retailers are set to shutter many more stores than they plan to open in 2025 — and what that really means.

    By Retail Dive Staff • Jan. 30, 2025