A Real Economy publication

Retail and restaurant industry outlook

September 05, 2025

Key takeaways

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Tariffs and market shifts drive retailers to adapt quickly amid changing consumer confidence.

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Retailers face rising costs as pre-tariff inventory runs low and the dollar weakens.

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Consumer confidence rose in June before falling somewhat in August as high tariffs and economic uncertainty cloud outlook.

Retail and restaurant sector trend: Focus on agility

In the current economic climate of higher interest rates, increased complexity and a competitive market, retail and restaurant businesses must examine and plan all of their company processes holistically to remain competitive. Learn more.

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