Circana

After a flat performance in 2024, the U.S. toy market has returned to growth.

Consumers are being cautious — but they are still spending on what they really want.

The “pull-forward” consumer purchasing that supported revenue gains in the U.S. consumer technology market during the first half of 2025 has ebbed.

The toy industry showed its resilence in the early part of this year.

Consumers are expressing uncertainty about tariffs, but until price impacts become visible at retailers, consumers may focus on headwinds like continued price elevation.

The restaurant industry showed promising signs of recovery in March.

The average U.S. household shops at a wide variety of retailers annually, according to new data.

Rising prices and debt, immigration concerns and severe weather are producing material changes to typical retail activity ahead of unknown tariff impacts.