Deep Dive PremiumHoliday 2025: US Consumer Survey and Retail Outlook—From Social to Smart: AI Becomes the New Driver of Holiday Discovery and Value Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 16, 2025 Reasons to ReadWhere, when and how will US consumers spend for holiday 2025? We analyze findings from our proprietary holiday 2025 US consumer survey to offer critical insights on the shape of demand and consumers’ shopping expectations for the holiday season. We present our holiday sales projections, examine how shopper behavior will differ this year from last, and assess how the current economic and inflationary environment will impact spending. Uncover how AI, inflation and early shopping behaviors are reshaping the 2025 holiday retail landscape. Read this report to discover answers to these and other questions: What is Coresight Research’s projection for 2025 holiday retail sales and how is inflation shaping expectations? Why are more consumers shopping earlier this season and which income groups are driving this shift? What are the key motivations behind consumer holiday budgets and how are tariffs influencing spending plans? How is generative AI transforming holiday shopping? Which retailers are expected to dominate and what matters most to consumers when choosing where and how to shop? Data in this research report include: Holiday sales growth projections; consumer spending intentions by income group; tariff and inflation impacts on gift buying; AI and social media usage for gift discovery; product category and retailer preferences; online vs. offline shopping behaviors; credit and BNPL usage trends. Companies mentioned in this report include: Abercrombie & Fitch, Amazon, Adidas, American Eagle Outfitters, Apple, Bath & Body Works, Best Buy, Burlington, Costco, CVS Health, Dillard’s, Dollar General, Dollar Tree, DSW, eBay, Etsy, Family Dollar, Famous Footwear, Finish Line, Foot Locker, Gap, Home Depot, H&M, JCPenney, Kohl’s, Lowe’s, Lululemon Athletica, Macy’s, Menards, Neiman Marcus, NIKE, Nordstrom, Old Navy, Publix, Ralph Lauren, RH, Saks Fifth Avenue, Sally Beauty, Sephora, Shein, Sprouts Farmers Market, Target, Skechers, Temu, TJX, Trader Joe’s, Tractor Supply Company, Ulta Beauty, Uniqlo, Urban Outfitters, Walgreens, Walmart, Wayfair and Zara. Other relevant research: All Coresight Research coverage of US holiday retail US Holiday 2025: Consumer and Retail Outlook—Premium Subscriber Call, September 2025 Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Purchase this report. Buy Now This document was generated for
