Schuckman News / Blog

Tariffs and Consumer Pullback Risks in U.S. Retail Sectors (2025 Update) U.S. retailers in 2025 are navigating a fraught landscape of rising import tariffs and wary consumers. Inflation has moderated from 2022 peaks,…

Investor Briefing – Consumers Still Spending, But Are Tariffs Starting to Shift Their Habits? Executive Summary Despite macroeconomic headwinds, U.S. retail sales remain solidly positive, up 0.9% YoY in May. However, the sector…