Reasons to Read

Discover how inventory volumes and consumer momentum are setting up the 2026 holiday season for improved margins.

Read this report to discover answers to these and other questions:

• What is the projected sales growth rate for US retail in the fourth quarter of 2026?
• How are inventories affecting pricing dynamics and promotional strategies for the holiday season?
• Where does consumer sentiment stand heading toward the holiday season, and which consumers are driving spending?
• What key events between now and the holidays could shift consumer spending and sentiment?

Companies mentioned in this report include: Amazon, Walmart.

Data in this report include: Monthly total retail sales growth projections for 2026; US CPI inflation trends across selected retail categories; consumer sentiment on holiday spending expectations; consumer goods imports growth rates; retail industry inventory growth rates

Other relevant research:

• All our coverage of US holiday retail