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US Back to School 2024: Retail Outlook

US Back to School 2024: Retail Outlook

What's Inside

Continuing our US Back to School 2024 series of reports, we present our retail outlook for the back-to-school (BTS) season, including our spending projections.

What should retailers expect this season? Discover the consumer context and its implications for retail to get a step ahead.

Data in this research report include:

  • Estimated US BTS consumer spending, by category, 2020–2024E
  • Year-over-year (YoY) change in US retail sales—actual and projected, May 2023–May 2025E
  • Latest figures for leading indicators of US retail sales, including wages, unemployment rate, savings rate
  • Inflation—YoY change in US consumer prices for selected retail categories
  • Proprietary US consumer survey data—expectations for the state of personal finances and the economy; strategies to deal with inflation; BTS purchasing expectations

Companies mentioned in this report include: American Eagle Outfitters, Best Buy, Target, Walmart

Other relevant research:

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