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JULY 18, 2025 |
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True or false? US luxury consumers felt more optimistic about the economy in April than they did in January. |
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TOP STORY |
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Last November, our analysts made some predictions about how the retail category would fare in 2025. Now that we’re halfway through the year, it’s time to check back in on what has (or hasn’t) happened. |
"We're seeing many of our predicted trends playing out, though not always in the ways we anticipated," said our analyst Suzy Davidkhanian on a recent episode of the " Behind the Numbers" podcast. "The retail landscape is evolving rapidly, with some developments accelerating faster than expected while others face unexpected headwinds." |
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IN THE NEWS |
CPG brands face a shake-up as food habits evolve. The food industry is in a state of flux and speed is of the essence—brands must adapt to consumer demand for high-protein products and simplified labels. Read online |
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Other headlines: |
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Amazon’s ad business benefited from longer Prime Day. With the event unlikely to get any shorter, sellers will need to be more precise about their ad strategy. Read online
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US retail sales surged in June, defying uncertainty. While consumers may currently feel secure enough to manage rising prices, that could quickly change as tariff-related cost increases begin to hit more directly. Read online
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7-Eleven IPO plans questioned after Circle K owner drops takeover bid. Convenience stores face slowing growth, competition from newer brick-and-mortar and ecommerce merchants, and other headwinds. Read online | | | |
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ANALYSIS |
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In its new study “Gen Z and the American Dream,” social and advertising agency Adolescent Content was surprised to draw similarities between Gen Z and boomers—two generations often perceived as being at odds. |
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65% aim for home ownership, and 77% prioritize escaping paycheck-to-paycheck living.
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Only 2% dream of being full-time content creators.
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94% place equal value on virtual and physical connections. |
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“There’s this assumption that [Gen Z] is lazy and careless, and that their decisions aren’t for any particular reason other than just being young and shooting from the hip,” said Raven Baker, social and community lead at Adolescent Content. “I think that they're most like boomers in that there is this deep care for self-preservation and convenience.” |
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