Group 1 - The holiday shopping season in the U.S. is expected to continue the consumer spending trend, but the seasonal employment market is showing signs of significant cooling, potentially reducing the number of people able to find seasonal work to support this consumption surge [1][3] - Seasonal hiring plans for the 2025 holiday season have dropped to the lowest level in over a decade, with companies submitting the fewest seasonal hiring proposals since 2012, according to Challenger, Gray & Christmas [3] - Retailers are expected to hire between 265,000 to 365,000 seasonal workers this year, a significant decline of nearly 20% to 40% compared to 442,000 in 2024, indicating a potential decrease in retail activity [3] Group 2 - The overall job market is tightening, particularly in the retail sector, with the U.S. economy adding 119,000 jobs in September, primarily in healthcare, food services, and social assistance, while retail employment remained flat [4] - Consumer sensitivity to discounts has increased, leading to a more pronounced K-shaped economic recovery, which is causing some retailers to struggle [4] - A survey of 1,048 small businesses revealed that 68% reported a decline in customer spending power, and 59% expect holiday sales to be lower than last year, with only 5% actively hiring or expanding [4]
STARTRADER外汇：美国季节性岗位预计大幅降低，客户消费能力下降
Sou Hu Cai Jing·2025-11-28 02:55