What's Inside

What’s happened in the holiday season so far? We provide an update on US retail trends, considering retail sales, company commentary and shopper traffic. We also discuss the prospects for Black Friday retailing.

Data in this research report include:

• October 2023 retail sales growth—in total and by subsector
• October 2023 store traffic trends, by selected segments
• Black Friday projections—distribution of total US fourth-quarter online retail sales, 2018–2023E
• Proprietary US consumer survey data—holiday shopping expectations

Companies mentioned in this report include: Albertsons, Aldi, Burlington Stores, Kohl’s, Kroger, Macy’s, Nordstrom, Ross Stores, Target, The TJX Companies, Walmart

Other relevant research:

• October 2023 US Retail Sales: Health and Personal Care Stores and Nonstore Retailers Continue To Lead Retail Sales Growth
• US Holiday Survey and Outlook 2023: E-Commerce To Drive Growth
• All Coresight Research coverage of US holiday retail
• The Coresight Research US Holiday Retail 2023 Databank tracks key retail metrics for the holiday season.