We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept All”, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent.
Customize Consent Preferences
We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below.
The cookies that are categorized as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site....
Always Active
Necessary cookies are required to enable the basic features of this site, such as providing secure log-in or adjusting your consent preferences. These cookies do not store any personally identifiable data.
Functional cookies help perform certain functionalities like sharing the content of the website on social media platforms, collecting feedback, and other third-party features.
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics such as the number of visitors, bounce rate, traffic source, etc.
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Advertisement cookies are used to provide visitors with customized advertisements based on the pages you visited previously and to analyze the effectiveness of the ad campaigns.
Take an early look at the likely trajectory in retail demand for the 2024 holiday season! We present our retail sales growth projections and discuss consumer sentiment, inflation, the holiday calendar and more.
Data in this research report include:
Year-over-year change in total US retail sales—actual and projected, May 2023–May 2025
Proprietary survey findings—US consumers’ spending expectations and actual behavior for the holiday season, 2023 vs. 2024; expectations for their personal financial situation and the economy; changes in shopping habits in response to inflation
Latest metrics for leading indicators of US retail sales—including unemployment rate, wages and consumer sentiment
US CPI, October 2023–May 2024
November and December 2024 calendars
Seasonal weather forecast
Introduction
Market Scale and Opportunity
Early US Holiday Retail Outlook: Coresight Research Analysis
Consumer Expectations
The Consumer Context
A Narrower Holiday Calendar
Weather
What We Think
The Coresight Research View on the US Consumer Economy
Implications from This Report
Notes
9-page PDF report
Amazon, Burlington Stores, Kohl’s, Macy’s, Shein, Target, Temu, The TJX Companies, Walmart
YoY % Change in US Retail Sales (ex. Automobiles and Gasoline): Actual and Projected
Summary of Positive and Negative Impacts on Holiday-Season 2024 Spending
Respondents Who Spend on the Holiday Season: Expected and Actual Spending vs. One Year Earlier (% of Respondents)
Respondents Who Spend on the Holiday Season: Expectations for Their Personal Financial Situation vs. Holiday Season One Year Earlier (% of Respondents)
US Respondents: Whether They Expect Their Household Financial Situation/the Economy To Get Better or Worse Over the Next 12 Months—Net Better (% of Respondents, Four-Week Rolling Average)
US: Leading Indicators of Retail Sales as of June 18, 2024
US Consumer Prices (YoY % Change)
US Respondents Who Have Observed Inflation: How They Have Changed, or Expect To Change, Their Shopping Habits in Nongrocery as a Result (% of Respondents)
