As 2025 comes to a close, U.S. consumer spending data reveals a retail landscape defined by sharpened value-seeking, rapid shifts in brand momentum, and widening performance gaps across categories. Consumer Edge’s transaction-level insights across 10,000+ brands show that while traditional apparel, luxury, and athletic incumbents struggled to keep pace with broader U.S. spend growth, a new set of winners emerged, driven by affordability, digital influence, and product relevance.
For leaders planning 2026 strategy, these patterns point directly to where demand is accelerating, where risk is rising, and how brands can adapt to win in a more volatile retail environment.
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