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/newsletters Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: [email protected] For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at [email protected] 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 illuminates, connects, and activates high-fidelity signals that drive outcomes for brands, agencies, and publishers at scale. Learn more at https://verve.com/?utm_campaign=40660637-2026_emarketer&utm_source=emarketer&utm_medium=podcast

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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