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:

• Holiday 2023: Exclusive Black Friday and Cyber Monday Survey Findings
• Holiday 2023: US Retail Update—What We’ve Seen So Far as Retail Heads into Black Friday
• Holiday 2023: Black Friday Insights from Store Visits in the US and the UK
• All Coresight Research coverage of US holiday retail
• The Coresight Research US Holiday Retail 2023 Databank tracks key retail metrics for the holiday season.