REPORTS
Tariff Talks Vol. 6: Current Macroeconomic Impacts on Consumer Behavior
Updated tariff insights tracking consumer spend fluctuations, powered by the latest e-receipt data.
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From e-receipt data as of June 1, 2025:

  • US online sales growth continues to stabilize as US-China trade talks carry on, with targeted promotions fueling momentum for select categories
  • YoY changes in sales vary: categories like Electronics and International Marketplaces have seen notable shifts pre- / post-Tariffs, while others are minor
  • Temu and SHEIN appear to be recovering as customers return from evolving trade deals and SHEIN's price hikes are rolled back

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