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Retail trade increased by 1.3% in the last quarter compared to Q2 2025, driven by a notable improvement in consumer sentiment. Ecommerce and Personal Clothing & Accessories saw particularly strong sales, outperforming other categories…
United States
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Retail trade increased by 1.3% in the last quarter compared to
Q2 2025, driven by a notable improvement in consumer sentiment.
Ecommerce and Personal Clothing & Accessories saw particularly
strong sales, outperforming other categories. However, ongoing
geopolitical concerns, such as Chinese export restrictions and the
possibility of retaliatory tariffs, could push up prices and
negatively impact consumer confidence in the upcoming quarter. As
the holiday season comes into view, it will be interesting to see
how consumers respond to these evolving circumstances.
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..
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