June’s Zeta Economic Index Highlights Consumer Recalibration as Retail Cools
Consumers in Holding Pattern as Trade War Pause Nears its End
Powered by Zeta’s proprietary Generative AI and real-time behavioral data from over 245 million
June’s data reflects consumers in a deliberate recalibration. Retail interest cooled by 5.1 points month-over-month, as springtime pull-forwards normalized. Credit Line Expansion Intent climbed
“The June ZEI isn’t a downturn – it's a recalibration,” said David A. Steinberg, Co-Founder, Chairman, and CEO of Zeta Global. “With the trade-war pause ending and prices set to potentially increase, consumers are weighing every purchase more carefully. Marketers who tap into real-time behavioral insights can turn that caution into competitive advantage, anticipating shifting priorities and acting ahead of the curve. During times like these, we find our clients depend on Zeta even more to cost-effectively manage and optimize their marketing and CRM strategies.”
Broad-Based Sector Softening Reflects Consumer Selectivity
Beyond retail's notable decline, Financial Services and Technology also softened significantly, declining 3.5 and 2.5 points respectively, indicating reduced consumer engagement with banking, insurance, and digital products. Entertainment dropped 2.8 points, while Travel slipped by 0.9 points, which are both modest declines that may reflect shifting summer priorities.
The only sectors to register gains were Healthcare, up 1.8 points, and Dining, which saw a minor 1.1-point lift. This pattern suggests consumers are maintaining engagement across categories but with notably less intensity and greater selectivity, which is consistent with broader signs of economic moderation.
The Zeta Economic Index is publicly available here and is provided as a complimentary service. It should not be considered investment advice or be relied upon to make investment decisions.
About Zeta Global
Zeta Global (NYSE: ZETA) is the AI Marketing Cloud that leverages advanced artificial intelligence (AI) and trillions of consumer signals to make it easier for marketers to acquire, grow, and retain customers more efficiently. Through the Zeta Marketing Platform (ZMP), our vision is to make sophisticated marketing simple by unifying identity, intelligence, and omnichannel activation into a single platform – powered by one of the industry’s largest proprietary databases and AI. Our enterprise customers across multiple verticals are empowered to personalize experiences with consumers at an individual level across every channel, delivering better results for marketing programs. Zeta was founded in 2007 by David A. Steinberg and John Sculley and is headquartered in
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Investor Relations
Matt Pfau
ir@zetaglobal.com
Press
Candace Dean
press@zetaglobal.com
Source: Zeta Global
