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Conversations with ICA

Consumer Sentiment vs. Behavior: Lessons from the Q2 2025 Issue of The Pulse Report

Consumer Sentiment vs. Behavior: Lessons from the Q2 2025 Issue of The Pulse Report

June 19, 2025

It’s Conversations with ICA — the series that turns car wash data into actionable strategy. In this episode, ICA CEO Eric Wulf sits down with Alex Chausovsky, Director of Analytics at Bundy Group, to decode the major trends shaping operator decisions in the latest Pulse Report.

The Q2 2025 Pulse Report reveals a fascinating paradox: while economic data points to resilience, many consumers report a steady erosion in confidence. Alex attributes this gap to uncertainty around key factors like interest rates and inflation. The emotional fatigue is real, but it hasn’t translated into a drop in consumer activity yet.

One notable insight? Despite economic pressures, the intent to cancel car wash subscriptions has not changed since Q1. That stability signals both product stickiness and continued customer value perception. For operators, this creates a window of opportunity: stay proactive in communications and reinforce the benefits of membership.

Alex and Eric also examine the Federal Reserve’s balancing act, explaining how it influences both consumer confidence and long-term planning. Their conversation urges operators to look beyond headlines - and into the behaviors that actually drive growth.

📺 Watch the full conversation below.

📘 Catch up on the full edition of The Pulse Report. Not an ICA Subscriber? Join today.

Conversations with ICA | 2025 season, episode 5

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