Consumer Trends


  • A child and parent are holding hands while walking down an aisle of a grocery store. The parent has a shopping basket.
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    Portra via Getty Images
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    Inflation hits 3.8%, outpaces wage growth for first time in 3 years

    Wary consumers may finally pull back on spending amid broad price hikes. “The squeeze is real,” Navy Federal Credit Union Chief Economist Heather Long said.

    By May 12, 2026
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    Kena Betancur via Getty Images
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    Consumer spending is healthy, but gas prices remain a risk

    Higher-income shoppers have kept retail sales healthy, but the economic impact of the war in Iran presents an unknown, according to industry analysts.

    By May 11, 2026
  • Trendline

    Digital innovation and technology trends in retail

    Generative AI and TikTok Shop have replaced the metaverse and NFTs as the hot topics of the day — here’s a look at how brands are using them.

    By Retail Dive staff
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    Catherine Douglas Moran/Retail Dive
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    Grocery shoppers are trading down to lower-priced retailers, report finds

    Rather than just seeking cheaper brands, more shoppers are planning to switch retailers entirely, opting for less expensive stores, Alvarez & Marsal found. 

    By Catherine Douglas Moran • May 11, 2026
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    eclipse_images via Getty Images
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    Sponsored by Elavon

    Your terminal already knows what your best customers want. Are you listening?

    Sales data shouldn’t just reflect the past—it should drive smarter decisions for the future.

    May 11, 2026
  • Walmart, Costco poised to win amid unfavorable retail environment

    Moody’s is maintaining a negative outlook for the industry in 2026 as high prices and dwindling consumer demand pressure retailers.

    By Lara Ewen • May 6, 2026
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    US agentic commerce revenue forecast to reach $1 trillion by 2030

    But even as the technology grows in popularity, the physical shopping experience will remain important, per a new report.

    By Howard Ruben • May 5, 2026
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    Courtesy of Mattel
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    Mattel CEO: ‘Consumers are buying toys’

    Ynon Kreiz said that the toy industry is healthy and the company is continuing to see demand.

    By May 5, 2026
  • A smiling woman in a denim shirt holds a shopping bag while another woman processes a card payment in a cozy, well-lit store with shelves of pottery.
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    JLco - Julia Amaral via Getty Images
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    Sponsored by Elavon

    The smarter alternative to discounting: What your customer data can tell you

    When shoppers are watching every dollar and you need to maintain sales, slashing prices may not be the safest move.

    May 4, 2026
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    Kendall Davis/Retail Dive
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    Podcast

    The Backroom: Redefining Pacsun

    Brieane Olson talks about her book, “Co-created,” and her work as a merchant and now CEO in redefining the retailer for a new generation.

    By Retail Dive Staff • April 30, 2026
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    Consumer confidence unexpectedly inches up as view of jobs brightens

    The improved outlook among consumers toward the labor market bolstered the argument among Federal Reserve officials opposing a cut to the main interest rate.

    By Jim Tyson • April 30, 2026
  • Customers shop at a Bed Bath & Beyond store on January 05, 2023 in Forest Park, Illinois.
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    Scott Olson via Getty Images
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    Can Bed Bath & Beyond’s Bilt partnership simplify its experience?

    The move could offer the retailer a way to make its complex collection of brands more coherent, but it falls on Bed Bath & Beyond to do the heavy lifting.

    By Bryan Wassel • April 29, 2026
  • A woman with shopping bags checks her cell phone in front of a store.
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    Getty Images
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    Consumers are down, yet retail sales keep going up. How long can this last?

    Retailers wrapped up the first quarter with another healthy boost in March. 

    By April 23, 2026
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    Courtesy of Allbirds
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    Why Allbirds is eating crow

    The DTC footwear brand may have overestimated its customers’ appreciation for sustainability, and underappreciated their desire for fashion.

    By April 20, 2026
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    Millennials, Gen Zers warm up to AI shopping tools

    While younger shoppers are open to using the technology, consumers overall are wary of surveillance pricing, per a new report. 

    By Tatiana Walk-Morris • April 16, 2026
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    Courtesy of Bath & Body Works
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    Bath & Body Works pulls back on laundry offering

    CEO Daniel Heaf spoke at the Semafor World Economy summit about refocusing on core product categories and improving the online business.

    By April 16, 2026
  • Tapestry CEO Semafor in white suit sitting on a blue stage
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    Courtesy of Getty Images for Semafor World Economy
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    For luxury retailers, value is a vibe

    Chief executives at Ralph Lauren and Tapestry are utilizing experiences and storytelling to provide value beyond pricing to shoppers.

    By April 16, 2026
  • Sydney Sweeney poses for American Eagle's 2026 summer campaign.
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    Courtesy of American Eagle
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    Inside American Eagle’s latest bet on Sydney Sweeney for its summer campaign

    Chief Marketing Officer Craig Brommers details the next chapter of a tie-up that proved highly successful — and controversial — for the Gen Z denim retailer.

    By Jessica Hammers • April 15, 2026
  • A rack of clothes to the left is partially hidden by a screen. Two other racks of clothes, reflected in the shiny floor, stand in front a huge window.
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    Daphne Howland/Retail Dive
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    Deep Dive

    Are retailers ready for what the weight-loss boom requires?

    The era of GLP-1 and similar drugs goes beyond consumers refreshing their closets, and merchants are going to need a new mindset.

    By April 15, 2026
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    Permission granted by Stanley 1913
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    Stanley 1913’s approach to product development through diversity

    Executive Graham Nearn spoke to Retail Dive about how Stanley is expanding its offerings as it grows into a global brand.

    By Updated April 13, 2026
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    Inflation surges most since 2022 as consumer sentiment hits record low

    Concern about inflationary harm from the Iran war flared across all demographic groups — by age, income and political affiliation.

    By Jim Tyson • April 13, 2026
  • A single-story retail store with beige siding and a large yellow sign reading “Dollar General” above the entrance. Two parked cars and several electric scooters are visible in front of the building. A tall street sign with the same branding stands near the road.
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    Alamy
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    Dollar General bets on beauty with savings event

    The discount retailer, which recently reported strong Q4 earnings results, is adding to a broader effort to become a beauty destination.

    By April 10, 2026
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    Courtesy of Nordstrom
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    Column

    The Weekly Closeout: Reebok returns to hockey, Nordstrom Local expands

    The athletics retailer is reentering the category through a deal with Wholesale Sports. Meanwhile, the department store is growing its footprint in California. 

    By Retail Dive Staff • April 10, 2026
  • A closeup photo of clothing including jean jackets, hanging on a rack.
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    Daphne Howland/Retail Dive
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    US resale market expected to surpass $78B by 2030

    The U.S. secondhand market last year grew nearly four times faster than the broader retail clothing market, according to ThredUp’s latest report.

    By Tatiana Walk-Morris • April 3, 2026
  • A display of Converse sneakers in a window of a store.
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    Mario Tama via Getty Images
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    Column

    The Weekly Closeout: Converse drags down Nike, Wacoal acquires Glamorise

    The sneaker brand’s sales fell more than 30% in the latest quarter, and the deal with Glamorise is aimed at strengthening Wacoal’s U.S. position.

    By Retail Dive Staff • April 3, 2026
  • An employee assists a customer at The Home Depot store.
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    Brandon Bell via Getty Images
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    Consumers want associates to handle follow-up communication

    Shoppers want personalized communication, but they want it to come directly from staff, which can in turn drive sales, an Endear study found.

    By Bryan Wassel • April 1, 2026