Analyst CornerAnalyst Corner: Learnings from Earnings, and Holiday-Season Insights, with John Mercer John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 21, 2025 Reasons to ReadUnderstand which retailers are gaining momentum—and which are falling behind—this holiday season. Read this report to discover answers to these and other questions: How are department stores like Kohl’s and Macy’s performing, and what does holiday shopper traffic reveal about their market share trends? Which off-price retailers are winning price-conscious shoppers—and who is lagging behind this holiday season? What drove the strong performance in specialty apparel in 3Q25, and how are shopper visit trends shaping up for the holidays? Which sectors are outperforming in a consumer environment defined by cautious spending and elevated inflation? Companies mentioned in this report include: Kohl’s, Macy’s, TJX, Ross Stores, Burlington Stores, Abercrombie & Fitch, American Eagle Outfitters, Dick’s Sporting Goods, Gap, Urban Outfitters. Other relevant research: All Coresight Research coverage of US holiday retail Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in: Consumer Optimism Softens Ahead of Golden Week: China Consumer Survey InsightsWeekly UK Store Openings and Closures Tracker 2025, Week 37: Bodycare Enters Administration and Closes StoresUS CPG Sales Tracker: Sharp Beauty Rise Drives CPG Growth in December 2024Weekly US Store Openings and Closures Tracker 2025, Week 36: Bath & Body Works and Ollie’s Bargain Outlet To Open Additional Stores
