As consumer sentiment hits revenues, will tariffs take a bite out of margins?

Median revenue either declined or remained flat compared to last year across most sectors due to weak consumer sentiment. However, the apparel and luxury segment defied this trend as reduced inflation attracted consumers. Nevertheless, companies are expected to face increased margin pressure due to rising input costs driven by higher tariffs.

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.