Recent data from multiple industry conferences and market reports indicate continued softness in U.S. consumer demand across travel, retail, and consumer goods sectors in the second quarter of 2025. Kenvue Inc. reported that shipments are trailing consumption in Q2, with Memorial Day weekend sales described as weak and Q2 expected to mirror Q1 performance. In the travel and leisure sector, Marriott International noted preliminary May revenue per available room (RevPAR) slightly exceeding expectations, while Hyatt Hotels projected Q2 U.S. RevPAR growth of 0–2%, down from a full-year guidance of 1–3%, citing narrow booking windows. Vacation ownership sales declined approximately 3% in March and 4% in April before promotional efforts began to stabilize demand. Additionally, JetBlue Airways reported strong Memorial Day weekend performance and robust close-in bookings in early June, with premium revenue per available seat mile (RASM) in the high single digits. However, overall U.S. summer flight bookings are down 10% year-over-year, and flight prices have decreased by 7%. The Clorox Company experienced a 0.5% decline in May sales following months of volatility. Convenience store transactions fell sharply during the Memorial Day travel period, with week-over-week declines of 5.87%, a 6.81% drop versus the four-week average, and a 7.35% decrease year-over-year, according to PDI Technologies. Despite ongoing challenges, some stabilization signs have emerged, including solid international bookings for Marriott in April and marketing adjustments in the vacation ownership segment.