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Holiday Sales Surge 3.9% Amid Shifting Consumer Trends

12/31/2025

38 5 Full Breakdown

Summary

Story summary

U.S. holiday sales rose 3.9% year over year in the 2025 season.
Thanksgiving digital spending rose 5%, with Black Friday spending up 9%.
Thrift shops and off-price retailers saw significant traffic gains, contrasting with luxury stores' modest gains.
Consumer sentiment declined as many low- and middle-income shoppers relied on buy-now-pay-later plans.
Despite these challenges, consumer spending contributed to 4.3% growth in the third quarter.

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Story summary

U.S. holiday sales rose 3.9% year over year in the 2025 season.
Thanksgiving digital spending rose 5%, with Black Friday spending up 9%.
Thrift shops and off-price retailers saw significant traffic gains, contrasting with luxury stores' modest gains.
Consumer sentiment declined as many low- and middle-income shoppers relied on buy-now-pay-later plans.
Despite these challenges, consumer spending contributed to 4.3% growth in the third quarter.