Insight ReportHoliday 2025: US Holiday Retail Homestretch—Strong Total Demand (So Far), with Price-Driven Players Entrenching Structural Gains John Mercer, Head of Global Research and Managing Director of Data-Driven Research December 18, 2025 Reasons to ReadUnderstand the holiday season in US retail so far: Which retailers are winning share of shoppers, and which retailers are playing catch-up? What does shopper traffic to physical stores tell us? What sector trends have we seen and what does that tell us about consumer spending? How does the data so far update our view on the holiday season for US retail? Data in this research report include: Retail sales data by sector; which retailers consumers have made holiday purchases from; shopper visitation data for companies and sectors Companies mentioned in this report include: Amazon, Costco, Dollar General, Dollar Tree, TJX, Ulta Beauty, Walmart Other relevant research: All Coresight Research coverage of US holiday retail Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: US Store Openings and Closures Midyear 2025 Review and Outlook: Where Does Retail Real Estate Stand in a Year of Disruption?High-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey InsightsWhere Shoppers Live vs. Where They Shop: US Consumer Survey Insights ExtraThree Data Points We’re Watching This Week, Week 27: US Retail Faces Headwinds
