Analyst CornerAnalyst Corner: US Seasonal Shopping in the Holiday Quarter, with Aditya Kaushik Aditya Kaushik, Analyst October 12, 2025 Reasons to ReadWelcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise. This week, Aditya Kaushik, Analyst, explores US consumers’ spending expectations for shopping events in the fourth quarter of 2025—namely, Halloween (October 31), Singles’ Day (November 11), Black Friday (November 28) and the end-of-year holiday season. Analyst Corner also highlights our key research from the past week and upcoming reports to look out for, so you don’t miss out. Other relevant research: Read previous Analyst Corner reports, including last week’s report, which explores recent investments in the artificial intelligence (AI) and GenAI (generative AI) spaces, as well as investments in the computing requirements for AI-powered applications. Seasonal Shopping, 4Q25—Early Spending Momentum Sets the Tone for the Holiday Season: US Consumer Survey Insights Extra Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in: JCPenney Merges with SPARC Group to Form Catalyst Brands—What It Means for US RetailEarnings Insights 1Q25, Week 6: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges—InfographicCEO Brief: Tech for Tariffs—Four Technologies (and Services) That Can Raise Revenues and Margins Now to Offset Tariff PainWeekly UK Store Openings and Closures Tracker 2025, Week 28: Watches of Switzerland Pulls Back on UK Store Estate
