What's Inside

Coresight Research concludes our coverage of the 2023 holiday season in US retail with our annual wrap-up report, drawing on proprietary consumer survey data, store-visit (traffic) data from Placer.ai, trading updates from selected retailers and retail sales data from the US Census Bureau.

Data in this research report include:

• Proprietary survey data on consumers’ pre-holiday spending expectations and their reported holiday spending
• Survey data on what channels, categories and retailers consumers shopped during the 2023 holiday season
• Store traffic data for the holiday quarter by sector and retailer
• US total retail sales excluding gasoline and automobiles, total and by sector, for October, November and December 2023

Companies mentioned in this research report include: Amazon, Costco, Dollar General, Dollar Tree, Kohl’s, Macy’s, Ross Stores, Target, T.J. Maxx, Walmart

Other relevant research:

• All Coresight Research coverage of US holiday retail
• The Coresight Research US Holiday Retail 2023 Databank tracks key retail metrics for the holiday season.
• Five Forces and Five Trends Impacting US Retail in 2024
• Our monthly reports keep you up to date on retail sales (in total and by sector) and key consumer indicators in the US. Complementing our monthly reports, the Coresight Research US Retail Sales Databank brings together retail sales data to help you understand the scale and trajectory of US retail.