Holiday Spending news and trends

Black Friday’s Big Traffic Shake-Up: Amazon Surges, Walmart Slips, Target Splits
Retail // December 09, 2025

Retail’s triple crown of Walmart, Amazon and Target saw major shifts in who shopped this year’s Black Friday sales—and not all the changes were identical. New PYMNTS Intelligence data shows that as millions of Americans became more cost-constrained this summer and fall, they overwhelmingly favored...

Tariffs Force Brands to Hedge on Black Friday Deals
Retail // November 11, 2025

Retailers are preparing for a more restrained Black Friday this year, as tariffs and inflation drive up costs and force brands to scale back promotions. According to a Bloomberg report Tuesday (Nov. 11), companies such as Coach and Therabody are pulling back on markdowns that...

Conference Board: Americans to Spend Less This Holiday Season, Prioritizing Budget and Value
Consumer Insights // November 11, 2025

Consumers will be approaching holiday gift-giving with more restraint than last year. According to the latest Holiday Spending Survey from The Conference Board, the average consumer plans to spend about $990 on holiday-related purchases. This figure represents a 6.9% decrease from $1,063 in 2024 and...

Younger Shoppers Expected to Drive the Holiday Pay-Later Surge
BNPL // October 06, 2025

Consumers are opting to pay over time, and various options including buy now, pay later (BNPL) have captured share of wallet among generations and income groups, signaling both maturity and untapped opportunity. While installment programs have become commonplace, large segments of consumers still haven’t tried...

Interviews & Exclusives
Black Friday’s Big Traffic Shake-Up: Amazon Surges, Walmart Slips, Target Splits

December 09, 2025
Retail’s triple crown of Walmart, Amazon and Target saw major shifts in who shopped this year’s Black Friday sales—and not all the changes were identical. New PYMNTS Intelligence data shows that as millions of Americans became more cost-constrained this summer and fall, they overwhelmingly favored Amazon. Widespread pocketbook tightness helped skyrocket the share of Black […]

Younger Shoppers Expected to Drive the Holiday Pay-Later Surge

October 06, 2025
Consumers are opting to pay over time, and various options including buy now, pay later (BNPL) have captured share of wallet among generations and income groups, signaling both maturity and...

Revolving Credit Drops 12% in November as Consumers Trim Balances

January 08, 2025
November’s stats from the Federal Reserve on consumer credit — known as the G.19 report — show a reversal from recent months, where households kept borrowing, padding balances, and using...

Mass Market Retailers Cut Prices to Win Budget-Conscious Shoppers This Holiday Season

October 10, 2024
As we approach the holiday season, mass merchants and dollar stores are unveiling a plethora of new deals designed to attract budget-conscious consumers grappling with financial struggles. This year, many...

Quick Reads
Tariffs Force Brands to Hedge on Black Friday Deals

November 11, 2025
Retailers are preparing for a more restrained Black Friday this year, as tariffs and inflation drive up costs and force brands to scale back promotions. According to a Bloomberg report Tuesday (Nov. 11), companies such as Coach and Therabody are pulling back on markdowns that have historically fueled holiday sales. The result: Many shoppers will […]

Conference Board: Americans to Spend Less This Holiday Season, Prioritizing Budget and Value

November 11, 2025
Consumers will be approaching holiday gift-giving with more restraint than last year. According to the latest Holiday Spending Survey from The Conference Board, the average consumer plans to spend about...

US Consumers Spend ‘Robustly’ After Almost $1 Trillion Holiday

January 19, 2025
After a nearly $1 trillion holiday season, U.S. consumer spending shows no sign of slowing. The exact figure is $994 billion, according to recent findings from the National Retail Federation....

Salesforce: 28% Uptick in Returns Could Dampen Record Holiday Spending

January 06, 2025
Artificial intelligence (AI) helped holiday sales reach record levels this year, new Salesforce data shows. However, the company said in a report issued Monday (Jan. 6), high rates of returns...