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Seasonal Shopping, 4Q25—Early Spending Momentum Sets the Tone for the Holiday Season: US Consumer Survey Insights Extra

Will US consumers celebrate or spend on key events in the fourth quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Halloween, Amazon Prime Big Deal Days, Single’s Day and Black Friday, as well as looking back at how consumers celebrated Labor Day, back-to-school shopping and Amazon Prime Day in the third quarter.

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US Apparel & Footwear Retailing—Themes, Concepts and Innovators: AI, Value, GLP-1 and More To Drive Apparel Transformation

The US apparel and footwear market is resetting in 2025, with adaptability becoming a key competitive advantage over scale. The retailers poised to lead the market are those making bold moves now. Ahead of our 2025 Market Navigator on apparel and footwear retailing in the US, we explore the key trends and themes in the space, our blue-sky thinking and the retail innovators we are watching.

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