多份报告共同警告：假日季消费增长放缓，美国消费者韧性或已耗尽！

Core Insights - The majority of American consumers are pessimistic about the economic outlook, with 57% expecting a downturn in the coming year, marking the most negative sentiment since Deloitte began tracking this data in 1997 [2] - 77% of respondents anticipate an increase in holiday goods prices, up from 69% last year, coinciding with the first holiday season following recent tariff hikes on imports [2] - Consumers plan to spend an average of $1,595 during the holiday season, a 10% decrease from last year's planned spending of $1,778 [2] Consumer Spending Trends - The trend of expected spending decline spans all income groups and nearly all age demographics, with Gen Z (ages 18-28) planning to spend 34% less than last year, while Millennials (ages 29-44) expect a 13% decrease [3] - In contrast, Generation X plans to increase spending by 3%, and Baby Boomers anticipate a 6% decrease [4] - Economic uncertainty and inflation pressures, particularly regarding housing and daily necessities, are contributing to tighter budgets among younger consumers [5] Retail and Holiday Predictions - Retailers and brands face warnings as households expect to reduce spending during the critical sales period, with overall holiday spending projected to grow by only 4%, below the 10-year average of 5.2% [5] - Online holiday spending is expected to increase by 5.3%, slower than last year's 8.7% growth [5] - Deloitte's findings indicate a significant rise in consumers seeking discounts, with 70% of respondents engaging in multiple cost-saving behaviors [7] Budgeting and Gift Spending - Consumers plan to cut non-gift holiday expenditures by an average of 22%, while gift spending remains relatively stable, with an average of eight gifts planned compared to nine last year [7]