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Holiday 2026 US Retail Outlook: Midyear Update

Our midyear outlook for holiday 2026 retailing includes projected sales growth for the fourth quarter; analysis of inventories and how those may affect pricing dynamics and promotional strategies; proprietary data on consumer expectations and sentiment heading toward the holiday season.

Seasonal Shopping, 3Q26—Expectations for the Fourth of July and Labor Day: US Consumer Survey Insights Extra

Will US consumers celebrate or spend on key events in the third quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for the Fourth of July and Labor Day, as well as looking back at how consumers celebrated Easter, Memorial Day, Mother’s Day and Father’s Day in the second quarter. We also analyze consumers’ expectations for holiday season 2026.