In Q2, retailers contended with economic uncertainty and softening consumer confidence, yet spending remained strong. Affinity Solutions’ Q2 Consumer Trend Report, leverages — findings from the CNBC/NRF Retail Monitor powered by Affinity Solutions and our Consumer Purchase Insights to deliver a data-rich view into real-time consumer behavior, powered by transaction data from over 150M cards. Despite tariff pressures and inflation, year-over-year growth persisted across April, May, and June. With breakdowns by category and demographic, this report helps marketers anticipate shifts, refine strategies, and prepare for the high-stakes holiday season. 

Download now for: 

• A detailed breakdown of month-over-month and year-over-year retail spending growth across 11 key categories.  
  
  
• A look at how 2025 Q2 sales compared to prior years.  
  
  
• Spending trends 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.