被忽视的消费者：迷失在地缘政治和人工智能的喧嚣中The overlooked consumer, KCI Brief Q3 2025.docxVIP

Theoverlooked

consumer

LostinthenoiseofgeopoliticsandAI

KearneyConsumerInstitute

Quarterlybriefing-Q32025

Consumerscontinuetobe

overlooked—andatwhatcost?

Inmomentsofgeopoliticalnoise,theconsumercanbecomeabackgroundcharactertointernal

debatesabouttariffsandsupplychains(andhowtoutilizeAI).ButwiththehealthoftheeconomyreliantuponspendandGDP,theconsumerislikelytoendupasthemaincharacterinthefallout.

Consumersarealreadyactivelyshapingthefalloutthroughchoices,trade-offs,andmicro-rebellions.

2Topicscovered:

2

Topicscovered:

-Inflation,price/value,andconsumerspending

-Consumersentimentandmacroeconomicpressures

-ConsumertrustandAI

Foodpricespersistasthebiggest

Foodprices

persistasthebiggestcomplaint

Inthepast6months,whatcategorieshaveyoupersonallyfeltthemostimpactofpricechanges?

Foodgroceries67%

Food

groceries

64%

85%

37%

Restaurants25%

Restaurants

32%

Homeutilities31%

Home

utilities

33%

[I’m]cuttingbackon

[I’m]cuttingbackonbuyingthingsthatIdontneedinthemoment.Iusedtobuymultiplesofthings,likebath

soaps,dishsoaps,shampoos,lotions.Now,ImchallengingmyselftouseallofwhatIhavebeforeIbuymore.

Imalmosttreatingitlikeagame.

Gas44%

Gas

72%

Non-food

Non-foodgroceries

19%

Consumer24%

Consumer

Aug2025Apr2024Oct2022

33Source:KearneyConsumerInstitute–Q32025behaviorsurvey

3

3

Shortterm:

Shortterm:inflation,price/value,andspending

Shortterm:inflation,price/value,andspending

Consumersare

Consumersareboth

spendingandsaving

Thetopbehaviorsaremixed…

57%boughtnewclothesand/orshoes

52%wentouttoeatlessoratcheaperrestaurants

43%cutbackongoingoutforentertainment

40%wentouttoeatatanicerestaurant

38%tookavacation

32%triedanewbrandbecauseregulartooexpensive

30%spentmoreontheircreditcardthantheymeantto

29%boughtentertainmenttickets