Via Retail Dive | Sept. 23, 2026
New research from The Financial Health Network and the University of Southern California finds 17% of U.S. households feel financially vulnerable, up from 15% in 2025. Retail Dive pairs those findings with Numerator spending data and analyst views on the months ahead. For suppliers setting price points and promotions, the gap between spending and sentiment is worth a look.
Why it matters: Suppliers and Marketplace sellers building holiday plans should read this before locking in pack sizes, price tiers, and promotional depth. It lays out which shoppers are under the most pressure and what could change the spending picture.