What's Inside

We review what we have learnt so far on retail demand in the US this holiday season, drawing on proprietary survey data, company reports, shopper traffic data and sector-level retail sales figures.

Data in this research report include:

• US retail sales growth by sector for October and November 2024
• Proprietary survey data on where holiday shoppers are making holiday purchases (holiday shopper share for most popular retailers) and what they are buying
• Store traffic data for selected sectors during the holiday season
• Shopper visits during Black Friday

Companies mentioned in this research report include: Amazon, Best Buy, eBay, Etsy, Shein, Temu, TJX

Other relevant research:

• Black Friday 2024: Insights from US Store Visits—Which Retailers Could Have Done Better?
• All our coverage of US holiday retail
• The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys.
• The US Holiday Retail 2024 Databank tracks key retail metrics for the holiday season, including hiring and delivery surcharges.