State of the US consumer: October 2025
September brought some financial optimism, even as household costs continue to climb
Article
•
2-min read
•
31 October 2025
•
Deloitte Consumer Industry Center
Key insights about US consumers from Deloitte’s ConsumerSignals
- Deloitte’s financial well-being index rose nearly 6 points in September, but it remains on a broader 2025 downtrend (figure 1).
- Inflation concerns are climbing: The percentage of respondents expecting higher grocery prices next month has increased 16 points since November 2024 (figure 2).
- Despite rising inflation perceptions, discretionary spending intentions continue to show healthy growth (figure 3).
- Discretionary spending intentions continue to climb, even as households report spending more every month on essential categories like housing, groceries, health care, and transportation (figure 4).
Let’s make this work.
To view this social feed and similar content update your cookie settings to accept advertising and targeting cookies.
BY
Stephen Rogers
United States
Visit the Deloitte Consumer Industry Center
Access more insights for the automotive, consumer products, food, retail, wholesale and distribution, airlines and hospitality, and transportation sectors.