Reasons to Read

Understand 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