AlixPartners & FDRA：2026年春季美国鞋类消费调查报告：谨慎消费时代 休闲鞋成市场赢家（英文版）（27页）.pdf

1、And the winning shoe is something casualU.S.CONSUMER&EXECUTIVE FOOTWEAR SURVEYConsumers are spending,but more carefully,and their idea of casual has shiftedSPRING 2026U.S.Consumer&Executive Footwear Survey|Spring 2026 2IntroductionThe squeeze is on for footwear companies and retailers in 2026 For al

2、l the consumer anxiety in 2025 over tariff-related price hikes,footwear companies were“surgical”about where they raised prices last yearBureau of Labor Statistics data show that the CPI for footwear increased only 1.8%YOY from February 2025 to February 2026,and was flat through 2025.The latent price

3、 pressures being felt by retailers may exact more of a pinch in 2026,which started with a potentially ominous 2%rise in footwear prices in January as the macro environment remained stormy and landed costs stacked up.The Spring 2026 U.S.Consumer Footwear Survey,conducted by AlixPartners in partnershi

4、p with FDRA,finds widespread sticker shock and pessimism over the anticipated state of the economy in six months time,especially among older respondents.As we zoom in on the data,its not a question of which categories will be the bright spot,but which categories will suffer the least as consumers re

5、treat to needs-based spending and work to make each purchase go further.For the first time,the research is enhanced by the results of the FDRA Q1 Shoe Executive Business Outlook Survey results,providing a dual-level read on the footwear industry.Casuals are the most resilient category,with a project

6、ed 1%net decline in purchase intent,though there is perhaps a semantic difference between the consumer idea of casual and that of the industry.Among respondents who said they would be spending less on shoes,the top reason was that they were buying shoes that can work for multiple occasionscited by m