The US consumer, known for its resilience, may finally start to slow down spending. Economists and market experts are growing concerned that rising tariff costs could lead to increased inflation, prompting consumers to cut back on purchases.
Growing concerns suggest that the consumer’s shopping habits might be changing, at least temporarily. While some argue that American consumers will continue to spend as long as they can, others believe that tariffs could have a significant impact on spending power.
Source: https://www.barrons.com/articles/consumer-spending-retail-stocks-dollar-tree-dollar-general-74ce6be2