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Consumer confidence is shifting, and retailers need to act fast. In this episode of ARC Retail Radar, we break down the latest consumer sentiment data and what it means for merchandising strategy as we head into the late summer season and fall planning cycle. Get the latest insights from July 2025, including the University of Michigan’s rising sentiment index, changing inflation expectations, and evolving shopper behavior across generations. Whether you manage a retail brand or a CPG category, this episode gives you actionable guidance to win consumer trust and drive smart positioning in a cautious but promising retail landscape. We also explore how inflation, trade policies, and shifting purchase intentions (from cars to packaged food) are shaping what shoppers buy—and how they buy it. 📌 Timestamps 00:00 Intro 00:12 Consumer confidence trends 00:44 Inflation expectations update 01:35 Diverging sentiment indicators 02:33 Trade policy and consumer awareness 03:13 Demographic spending behaviors 04:03 Retail strategy by generation 05:00 Holiday season planning 06:00 Packaged food and value opportunities 06:35 Promotional messaging tips 07:00 Closing recommendations If you found this video helpful, please like and subscribe for more updates. Hit the notification bell so you never miss a Retail Radar episode. Thanks for watching ARC Retail Radar! #ConsumerConfidence #RetailTrends #RetailStrategy #CPGMarketing #FallPlanning #RetailInsights #InflationTrends #ShopperBehavior #CategoryManagement #RetailMarketing #HolidayRetail #ARCretailradar