The U.S. economy is entering a more vulnerable phase — and the CPG industry is right in the middle of it.
In this month’s 10-minute outlook, Board Principal Economist Natalie Gallagher unpacks the latest data and what it means for your business strategy.
Here’s what’s changing:
✅ Tariff-driven inflation is expected to rise again this summer
✅ Growth is slowing, with GDP already in decline
✅ Consumers are adjusting fast — cutting back, trading down, and sticking with private label
From demand planning to brand positioning, the second half of 2025 is going to look very different than it did just a few months ago.
____________________________________________________________________________
You might also like:
Why the Future of Planning Isn’t Just AI—It’s Collaborative, Comprehensive, and Continuous
In my role as a Board developer, these are the things I focus on!
Excel Workbook: Best Practices and Steps
