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Holiday 2023: US Holiday Homestretch—Amazon and Off-Pricers Poised To Win This Season

What's Inside

As the end of the 2023 holiday shopping season approaches, we take stock of the latest metrics, leveraging proprietary survey data, retail sales results and shopper traffic data.

Data in this research report include:

  • Proprietary survey data on which retailers consumers have purchased nonfood products from in October and November 2023
  • US retail sales data for October, November and the fourth quarter of 2023 (estimated)
  • Store traffic data for selected sectors for November and December (to date)

Companies mentioned in this research report include: Amazon, Burlington Stores, Costco, Dollar General, Dollar Tree, eBay, Kohl’s, Macy’s, Nordstrom, Target, The TJX Companies, Walmart

Other relevant research:

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