Consumer behavior is shifting in real time as businesses and households respond to ongoing economic uncertainty.
Tariffs and pricing pressure have influenced how shoppers approach the coming holiday shopping season. Many are adjusting their timelines and rethinking how they make purchase decisions, prioritizing what feels relevant and justifiable.
Our 7th Annual Holiday Shopping Study captures these shifts as they unfold. This page serves as a central source for timely insights to help business leaders respond with clarity and confidence. We will continue to update with new findings and strategic guidance throughout the season.
What you can expect from this series
How pricing sensitivity varies across categories and consumer segments
Forecasts on expected household spend and how income levels shape behavior
Shopper timelines, including when consumers plan to start and what motivates early or late engagement
The changing role of key events like Black Friday and Super Saturday
Consumer attitudes toward flash sales, promotions, and perceived value
Emerging influence of AI tools for planning and comparison
How social media and influencer content impact purchasing decisions
Return often for fresh analysis and forward-looking insight.
A preview of the holiday season based on early consumer signals
Shoppers are entering the holiday season with a new mindset
Early insights from our 7th Annual Holiday Shopping Study show consumers are taking control of how, when, and why they buy. Businesses need to plan for a different kind of season.
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