Analyst CornerAnalyst Corner: Learnings from Earnings, and Holiday-Season Insights, with John Mercer John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 21, 2025 Reasons to ReadUnderstand which retailers are gaining momentum—and which are falling behind—this holiday season. Read this report to discover answers to these and other questions: How are department stores like Kohl’s and Macy’s performing, and what does holiday shopper traffic reveal about their market share trends? Which off-price retailers are winning price-conscious shoppers—and who is lagging behind this holiday season? What drove the strong performance in specialty apparel in 3Q25, and how are shopper visit trends shaping up for the holidays? Which sectors are outperforming in a consumer environment defined by cautious spending and elevated inflation? Companies mentioned in this report include: Kohl’s, Macy’s, TJX, Ross Stores, Burlington Stores, Abercrombie & Fitch, American Eagle Outfitters, Dick’s Sporting Goods, Gap, Urban Outfitters. Other relevant research: All Coresight Research coverage of US holiday retail Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in: Analyst Corner: Singles’ Day 2025 Trends See AI Move Center Stage, with John MercerAnalyst Corner: Constrained Consumers Could Soon “Get to the Goods” Again—Evolving In-Store Loss Prevention, with John HarmonSycamore Partners To Acquire Walgreens Boots Alliance—Exploring the Reasons for and Implications of the $23.7 Billion DealWeekly UK Store Openings and Closures Tracker 2026, Week 11: Toolstation and Whole Foods Market To Expand
