The beginning of a new year marks a return to normalcy for retailers following the busy holiday shopping season. But this year, the United States welcomed a new administration eager to enact significant changes, causing a ripple effect across the globe. As a result, tariffs and global trade wars were top of mind for retailers as they navigated the uncertainty of potential price increases and the reality of persistently high prices throughout Q1. 

In this inaugural quarterly report, we leverage findings from the CNBC/NRF Retail Monitor powered by Affinity Solutions and our Consumer Purchase Insights to take a closer look at overall consumer spending habits for the quarter.  

Download now for: 

• A detailed breakdown of month-over-month and year-over-year retail spending growth across 12 key categories.
• How 2025 quarterly sales compared to prior years.
• A look at spending by demographic breakdowns including age and income.
• In-depth insights to help brands and marketers navigate the rest of the year and determine the best approach to changes in consumer spending.