Consumer Credit in the US

January 2026

BNPL continues to soar while tariffs boosted auto lending in 2025. Changes to support for students is also resulting in more students turning to education lending. Further changes to government regulations are expected to impact consumer credit in the forecast period, with cuts to ACA subsidies for example likely to increase demand for medical lending.

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Overview:

Understand the latest market trends and future growth opportunities for the Consumer Credit industry in USA with research from Euromonitor International's team of in-country analysts – experts by industry and geographic specialisation.

Key trends are clearly and succinctly summarised alongside the most current research data available. Understand and assess competitive threats and plan corporate strategy with our qualitative analysis, insight and confident growth projections.

If you're in the Consumer Credit industry in USA, our research will help you to make informed, intelligent decisions; to recognise and profit from opportunity, or to offer resilience amidst market uncertainty.

The Consumer Credit in USA report includes:

  • Analysis of key supply-side and demand trends
  • Detailed segmentation of international and local products
  • Historic volume and value sizes, company and brand market shares
  • Five year forecasts of market trends and market growth
  • Robust and transparent research methodology, conducted in-country

This report answers:

  • What is the market size of Consumer Credit in USA?
  • What are the major trends key to understanding Consumer Credit in USA?
  • How has COVID-19, recession and macroeconomic volatility impacted the market?
  • How long will the market take to recover? What are the opportunities now?
  • How will political context and shifting cultural values shape future growth?
  • Where is future growth expected to be most dynamic?

Consumer Credit in the US - Category analysis

KEY DATA FINDINGS

New regime heralds many changes, boosting demand for many areas
Auto lending shifts into gear as tariffs destabilise market
BNPL continues to grow dramatically, while regulatory burden lightened
Education lending sees significant changes with new administration
Economy remains afloat, but risk remains difficult to fully assess
Cuts to ACA subsidies could create a jump in medical debt.
OBBBA changes incentives for various home investments
Table 1 Consumer Credit: Outstanding Balance by Category: Value 2020-2025
Table 2 Consumer Credit: Outstanding Balance by Category: % Value Growth 2020-2025
Table 3 Consumer Credit: Gross Lending by Category: Value 2020-2025
Table 4 Consumer Credit: Gross Lending by Category: % Value Growth 2020-2025
Table 5 Forecast Consumer Credit: Outstanding Balance by Category: Value 2025-2030
Table 6 Forecast Consumer Credit: Outstanding Balance by Category: % Value Growth 2025-2030
Table 7 Forecast Consumer Credit: Gross Lending by Category: Value 2025-2030
Table 8 Forecast Consumer Credit: Gross Lending by Category: % Value Growth 2025-2030

Consumer Lending in the US - Industry Overview

Growth despite upheaval

KEY DATA FINDINGS

Trump Administration shifts government priorities
Further development of credit scores
Consumer lending continues to grow as consumers grapple with financial challenges
Mortgages show resilience in a challenging environment
Explosion of online gambling offers new risk for lenders to account for
Lending at a crossroads
Ongoing uncertainty
Table 9 Consumer Lending: Outstanding Balance by Category: Value 2020-2025
Table 10 Consumer Lending: Outstanding Balance by Category: % Value Growth 2020-2025
Table 11 Consumer Lending: Gross Lending by Category: Value 2020-2025
Table 12 Consumer Lending: Gross Lending by Category: % Value Growth 2020-2025
Table 13 Consumer Lending: Non-performing vs Other Loans Outstanding Balance: % Value 2020-2025
Table 14 Mortgages/Housing: Non-performing vs Other Loans Outstanding Balance: % Value 2020-2025
Table 15 Consumer Credit: Non-performing vs Other Loans Outstanding Balance: % Value 2020-2025
Table 16 Card Lending: Non-performing vs Other Loans Outstanding Balance: % Value 2020-2025
Table 17 Forecast Consumer Lending: Outstanding Balance by Category: Value 2025-2030
Table 18 Forecast Consumer Lending: Outstanding Balance by Category: % Value Growth 2025-2030
Table 19 Forecast Consumer Lending: Gross Lending by Category: Value 2025-2030
Table 20 Forecast Consumer Lending: Gross Lending by Category: % Value Growth 2025-2030

COUNTRY REPORTS DISCLAIMER

Summary 1 Research Sources
The following categories and subcategories are included:

Consumer Credit

  • Auto Lending
  • Card Lending
  • Durables Lending
  • Education Lending
  • Home Lending
  • Other Personal Lending

Consumer Credit

Non-mortgage consumer debt extended to individuals for personal or household use including installment loans and credit cards. Examples of consumer credit include auto lending, card lending, durables lending, education lending, home lending and other personal loans. Consumer credit includes both revolving and non-revolving credit.

See all of our definitions
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This report originates from Passport, our Consumer Credit research and analysis database.

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