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AlixPartners is a results-driven global consulting firm that specializes in helping businesses successfully address their most complex and critical challenges.
Retail sales climbed in Q4 2025 compared to Q3 2025, driven by growth in sports, leisure, clothing, and specialty retailers, while the home building and furnishings sectors contracted amid soft demand.
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Consumer Protection
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Retail sales climbed in Q4 2025 compared to Q3 2025, driven by
growth in sports, leisure, clothing, and specialty retailers, while
the home building and furnishings sectors contracted amid soft
demand. Consumer sentiment took a significant hit, signaling a
sluggish start to Q1 2026, as inflation crept higher and disposable
income saw only a modest 0.5% uptick. Heightened geopolitical
uncertainty and diminishing consumer confidence pose substantial
challenges for consumer companies as the new year begins.
Furthermore, the current “low-hire, low-fire” labor
market, coupled with sustained core inflation, is anticipated to
exert ongoing pressure on consumer purchasing power, resulting in a
slower annual growth rate relative to 2024 and 2025.
On a monthly basis, AlixPartners charts sales, sentiment and
supply chains in consumer-facing businesses. Learn more
about the Consumer Products Corner newsletter and read previous
articles, here.
The content of this article is intended to provide a general
guide to the subject matter. Specialist advice should be sought
about your specific circumstances.