Jan Kniffen, CEO of J. Rogers Kniffen WWE, shared insights on the retail sector’s performance amidst tariff and inflation concerns. Despite rising prices and global trade uncertainties, consumer spending remains strong. On ‘Squawk Box’, Kniffen discussed the resilience exhibited by consumers, highlighting that their willingness to spend reflects broader economic trends. Retailers must navigate these challenges while adapting to changes in consumer behavior. Maintaining growth in the retail sector could signal a recovery for the overall economy. Kniffen’s analysis suggests that while tariffs pose risks, they have not yet drastically deterred consumer spending patterns. As the market adjusts, investors should watch how these dynamics play out in upcoming quarters.