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Holiday 2023: US Retail Wrap-Up—Strong Performance in E-Commerce and Clothing Sectors Drives Growth
$1,500.00
Published – January 2024
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
Introduction
Market Scale and Opportunity
US Holiday 2023 Wrap-Up: Coresight Research Analysis
Survey Findings—How Much US Consumers Spent, What They Bought and Where They Shopped
What Store Data Reveal About Shopper Traffic
Retailers’ Reported Performances
Holiday Quarter Retail Sales Data
What We Think
Implications for Brands/Retailers
Implications for Real Estate Firms
Implications for Technology Vendors
NOTES
10-page PDF report
Amazon (NasdaqGS: AMZN), Burlington Stores (NYSE: BURL), Costco (NasdaqGS: COST), Dollar General (NYSE: DG), Dollar Tree (NasdaqGS: DLTR), eBay (NasdaqGS: EBAY), JC Penney (NYSE: JCP), Kohl’s (NYSE: KSS), Macy’s (NYSE: M), Nordstrom (NYSE: JWN), Ross Stores (NasdaqGS: ROST), Target (NYSE: TGT), The TJX Companies (NYSE: TJX), Walmart (NYSE: WMT)
All Respondents: Total Holiday Spending—Pre-Holiday Expectations vs. Reported Holiday Actuals (% of Respondents)
Holiday Shoppers: Channels Via Which They Made Holiday Gift Purchases (% of Respondents)
Holiday Shoppers: Categories Purchased as Gifts—Pre-Holiday Expectations vs. Reported Holiday Actuals (% of Respondents)
Quarterly Average of Consumers’ Nonfood Shopping, All Respondents: Which Retailers They Have Bought Nonfood Products from in the Past Two Weeks (% of Respondents, Average of Three Months)
Monthly Average of Consumers’ Nonfood Shopping, All Respondents: Which Retailers They Have Bought Food Products from in the Past Two Weeks (% of Respondents)
Store Visits by Major Retail Sector, 4Q23: YoY % Change
Store Visits at 10 Major Retailers, 4Q23: YoY % Change
Visits to Shopping Centers: YoY % Change
US Total Retail Sales ex. Gasoline and Automobiles: YoY % Change