Reasons to Read

On September 25, 2025, the Coresight Research team presented a comprehensive outlook on consumer and retail prospects for the upcoming holiday season and into 2026. The session explored the key forces shaping demand, from tariffs and macroeconomic factors to evolving consumer sentiment and spending behaviors.

This presentation covered:

• Holiday 2025 Demand Drivers–How tariffs, inflation, and broader economic conditions are expected to influence holiday spending.
• Consumer Segments Poised for Growth–Which shopper groups are likely to lead purchasing activity, and how retailers can better serve their needs.
• Retail Strategy in a Shifting Landscape–What leaders should anticipate around inflation, demand volatility, and consumer confidence.
• 2026 Outlook–Strategic insights on how holiday performance may set the tone for the year ahead.

Featured speaker from the Coresight Research team: 

• John Mercer, Head of Global Research 

Other relevant research:  

• Watch the full video available here
• All our insights on supply chain and AI in retail 
• More event coverage from Coresight Research 
• Visit the Coresight Research Retail Technology Hub to explore reports, data and competitive landscapes on technology. 
• Catch up on previous Premium Subscriber Calls here