Deep Dive Databank MembersHigher-Income Sentiment Improves; Holiday Shopping Is Firmly Under Way: US Consumer Survey Insights Aditya Kaushik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research October 7, 2025 Reasons to ReadDiscover how US consumer sentiment and shopping behavior are shaping up as the holiday quarter gets under way. Read this report to discover answers to these and other questions: How is consumer sentiment diverging across income groups and what does this mean for holiday spending? Why is early holiday shopping already under way, and which retailers are capturing the most early-season spend? What is the outlook for 4Q retail growth, and how are inflation and income disparities expected to influence shopping behavior? Where are US consumers shopping for food and nonfood items and how is channel preference shifting? Data in this research report include: Consumer sentiment by income and time; current status and weekly rates of holiday shopping; and retailer and category-level shopping data. Companies mentioned in this report include: Albertsons Companies, Amazon, Best Buy, Costco, Dollar Tree, eBay, Etsy, Family Dollar, Five Below, Hobby Lobby, Home Depot, JCPenney, Kohl’s, Kroger, Macy’s, Ross Stores, Sam’s Club, Sephora, Target, Temu, The TJX Companies, Ulta and Walmart. Other relevant research: All our coverage of the end-of-year US holiday season US Consumer and Retail Outlook—Holiday 2025 and Beyond: Premium Subscriber Call, September 2025 Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for
