Insight ReportUS Holiday Shopping Starts in August, Even as the Tariff Trigger Fades John Mercer, Head of Global Research and Managing Director of Retail Research September 3, 2026 Reasons to ReadQuantify how many US shoppers pulled holiday-season purchases into August 2026, and how much of 2025’s tariff-driven urgency has faded from early holiday shopping. Read this report to discover answers to these and other questions: What proportion of consumers make ultra-early holiday purchases? How has that purchase rate changed versus 2025, and what motives have replaced last year’s single tariff trigger? Which consumer segments have pulled back the hardest on early shopping? Why does scarcity concern persist among 2026 early shoppers, and what does it signal about this year’s holiday inventory levels? Data in this report include: Percentage of surveyed consumers who have made holiday purchases; reasons consumers cite for starting holiday shopping early; early-shopping rates by age, income, and region, comparing 2025 and 2026. Other relevant research: All of our research on US holiday retailing. 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 Contact us to purchase this report. Contact us ✕ This document was generated for