Retail sales figures saw a modest improvement in Q2 2025 compared to the previous quarter, with sectors such as food (dining out), travel, and leisure showing stronger performance as winter subsided. Despite this, consumer sentiment continues to decline. Inflation is beginning to rise and is expected to worsen as tariffs take effect. The evolving economic landscape raises important questions about how consumer goods companies will respond. How might they adapt to these shifting dynamics?
FIGURE 1: Quarterly U.S. Retail Sales (exc. Auto & Gas)
FIGURE 2: Quarterly U.S. Consumer Sentiment
FIGURE 3: Quarterly U.S. Income and Debt Tracker
On a monthly basis, AlixPartners charts sales, sentiment and supply chains in consumer-facing businesses. Learn more about the Consumer Products Corner newsletter and read previous articles, here.
The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.
