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: Stretching Budgets and Shifting Choices: Navigating Back-to-School 2025—Data GraphicUS Apparel & Footwear Retailing—Themes, Concepts and Innovators: AI, Value, GLP-1 and More To Drive Apparel TransformationEarnings Insights 1Q25, Week 3: E-Commerce Sees Solid Results as Amazon, Coupang, Zalando and More Report Growth—InfographicKeeping Green While Saving Green: Five Areas for Technology-Driven Sustainability in 2025
