Reasons to Read

Coresight Research concludes our coverage of the 2025 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 2026.

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 2025 holiday season
• Store traffic data for the holiday quarter by sector and retailer
• US total retail sales excluding gasoline and automobiles, December 2024–December 2025
• US retail sales by sector, October–December 2025

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, Ulta, Target, The TJX Companies, Ulta Beauty, Walmart, Temu, eBay, Etsy, Abercrombie & Fitch, American Eagle Outfitters, Urban Outfitters

Other relevant research:

• All our coverage of US holiday retail
• The US Holiday Retail 2025 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.