US Holiday Retail 2022: Early Thoughts on a Likely Challenged Peak Season

What's Inside

In this report, we offer our first look ahead to US retail’s 2022 holiday season.

We assess the potential impact of the following key factors:

• Easing input cost pressures
• Elevated inflation
• Easing inventory and supply challenges versus last year
• Wildcard factors including a “winter of experiences,” another Covid-19 wave and intensifying global tensions

Explore our wider coverage of US Holiday Retail.