What's Inside

Coresight Research concludes our coverage of the 2024 holiday season in US retail. We explore proprietary consumer survey data, store-visit (traffic) data, earnings updates from major retailers and retail sales data from the US Census Bureau, providing you with the key takeaways you need to start 2025.

Data in this research report include:

• Proprietary survey data on consumers’ pre-holiday spending expectations and their reported, actual holiday spending
• Survey data on what categories and retailers consumers shopped during the 2024 holiday season
• Store traffic data for the holiday quarter by sector and retailer
• US total retail sales excluding gasoline and automobiles, October 2023–December 2024
• US retail sales by sector, October–December 2024

Companies mentioned in this research report include: Amazon, Big Lots, Burlington Stores, Costco, Dollar General, Dollar Tree, Five Below, The Home Depot, Kohl’s, Lululemon Athletica, Macy’s, Ross Stores, Sephora, Target, The TJX Companies, Ulta Beauty, Walmart

Other relevant research:

• Keep an eye out for our wrap-up of holiday retailing in the UK.
• All our coverage of US holiday retail
• The US Holiday Retail 2024 Databank tracks key retail metrics for the holiday season, including hiring and delivery surcharges.
• The Coresight Research US Consumer Survey Databank provides additional insight into US consumer behaviors from our weekly surveys