Reasons to Read

Quantify why holiday 2026 sales growth is inflation-led, and uncover how budget-stretched shoppers are changing when, where and how they buy. This slide deck was presented on a Premium Member Call on October 9, 2026.

Read this presentation to discover answers to these and other questions:

• What is the Coresight Research estimate for holiday retail sales growth and how does that break down between inflation and real growth?
• Who is feeling the squeeze most, and how are shoppers adjusting their holiday budgets?
• When and where will consumers shop, and which retailers and channels are gaining or losing ground?
• What will shoppers buy as gifts and how will they pay, as credit cards lose ground to BNPL?
• How are AI tools, social media and resale reshaping holiday shopping, and what should retailers do now?

Companies mentioned in this presentation include: Walmart; Amazon; Target; Dollar General; Dollar Tree; T.J. Maxx; Marshalls; Best Buy; Prime Big Deal Days; YouTube; Facebook Marketplace; TikTok

Data in this presentation include: Q4 retail sales growth split between inflation and real growth, 2023–2026E; net consumer spending and unit intentions, 2023–2026; spending intent and inflation impact by household income; budget adjustments and categories cut first; planned shopping events and start timing; retailers, gift categories and channels; payment methods and BNPL use by age; AI tool and social media use.

Other relevant research:

• All Coresight Research coverage of US holiday retail
• Our main US Consumer and Retail Outlook report