Retail
Consumer Sentiment Falls to 48.1 as Gasoline Prices and Tariffs Dominate Household Worries
The University of Michigan's final September reading fell from 51.7 in August, with the expectations component dropping more than five points.
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By Dana Whitfield
Sep 26, 2026 · 6 min read
Consumer sentiment fell to 48.1 in the University of Michigan's final September reading, down from 51.7 in August and a four-month low, as households pointed to fuel costs and renewed trade tensions.
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Dana Whitfield
Leadership Editor
Dana reports on boards, succession and executive pay. She has interviewed more than 200 sitting chief executives.