The Unstoppable Shopper: Why U.S. Consumer Spending Is Expected to Defy the Odds in 2026

Retailers have posted healthy quarterly gains, and NRF released a robust 4.4% growth forecast for 2026. Discover how a divided economy, the "experience" boom, and escalating global risks are defining the consumer spending landscape.

Published: March 19, 2026By Kate Robertson

Tilly's is one of many retailers that reported robust Q4 sales results. SESO file photo.

Key takeaways:

THIS ARTICLE IS AVAILABLE TO OUR EXECUTIVE EDITION MEMBERS.

If you think you are already an Executive Edition member and you’re getting this message, it’s possible your membership is on hold because your credit card expired. You can update your card here. If you have any trouble and need help, please click here to email our customer care specialist.

Posted in: Executive Edition

Tagged with: Eoin Comerford, Mark Mathews, Matt Powell, NRF, tilly