11 minutes

Holiday 2023: US Retail Update—What We’ve Seen So Far as Retail Heads into Black Friday

Primary Analyst: John Mercer, Head of Global Research and Managing Director of Data-Driven Research
Contributors
Primary Analyst: John Mercer, Head of Global Research and Managing Director of Data-Driven Research
Insight Report

What's Inside

What’s happened in the holiday season so far? We provide an update on US retail trends, considering retail sales, company commentary and shopper traffic. We also discuss the prospects for Black Friday retailing.

Data in this research report include:

  • October 2023 retail sales growth—in total and by subsector
  • October 2023 store traffic trends, by selected segments
  • Black Friday projections—distribution of total US fourth-quarter online retail sales, 2018–2023E
  • Proprietary US consumer survey data—holiday shopping expectations

Companies mentioned in this report include: Albertsons, Aldi, Burlington Stores, Kohl’s, Kroger, Macy’s, Nordstrom, Ross Stores, Target, The TJX Companies, Walmart

Other relevant research:

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