Drawing from e-receipt data current through April 7, 2025, we uncover early signs of tariff-driven behavioral shifts – such as:
- Online sales surged across categories but remain below holiday spending
- Electronics prices soared – average selling price was up 23%
- Weekend spending spiked, with +32% in Home Improvement, +30% in Electronics, and +24% in Home Goods
- Low-cost marketplaces stayed flat – Temu, Shein, and TikTok Shop saw flat sales and ASP dip slightly