How War Is Impacting American Consumers’ Wallets | Reimagining Retail

How War Is Impacting American Consumers’ Wallets | Reimagining Retail

From Behind the Numbers: an EMARKETER Podcast by EMARKETER

April 15, 2026 · 19 min · Episode 980

About this episode

The episode discusses the impact of energy-driven inflation on American consumers and retailers, comparing it to previous tariff effects.

On today’s podcast episode, we discuss how this kind of energy-driven inflation shows up differently for retailers compared to what we saw with tariffs last year, the ripple effects that are being underestimated, and which of these changes we think are temporary versus those that will actually reshape how people shop. Listen to the discussion with Vice President of Content and host Suzy Davidkhanian, Principal Analyst Zak Stambor, and Analyst Rachel Wolff. Get more insights like these with our free, industry-leading newsletters covering advertising, marketing, and commerce. Sign up at emarketer.com/newslettersFollow us on Instagram at: https://www.instagram.com/emarketer/For sponsorship opportunities contact us: advertising@emarketer.comFor more information visit: https://www.emarketer.com/advertise/Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode click here:https://www.emarketer.com/content/podcast-how-war-impacting-american-consumers-wallets-reimagining-retail© 2026 EMARKETER Illuminate. Connect. Activate. Verve’s global omnichannel advertising platform redefines what’s possible beyond walled gardens. Verve…

People in this episode

Host: Suzy Davidkhanian

Guests: Zak Stambor, Rachel Wolff

Topics covered

  • energy-driven inflation
  • retail impact
  • consumer behavior
  • temporary changes
  • shopping habits

Keywords

  • inflation
  • retail
  • American consumers
  • shopping
  • energy prices
  • tariffs
  • market changes

Mentioned in this episode

Organizations: EMARKETER, Verve

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