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2025 retail holiday outlook: Here's what to know
CNBC Televisionยท2025-10-24 12:58

Retail Industry Trends - Retail executives describe consumers as "resilient and choiceful," indicating a selective shopping behavior in a competitive market [2][7] - The industry anticipates shoppers will respond positively to bargains, suggesting a return to sales promotions [3] - Retailers are not significantly concerned about inventory levels, alleviating previous worries about product availability [2] Consumer Behavior - Consumers are expected to aggregate their spending around key shopping moments to capitalize on deals [2] - Kohl's anticipates shoppers will make an average of 15 store trips between November and January [2] - Consumers are trading down to lower-priced private label items instead of national brands [2] Retail Strategies - Retailers aim to simplify the shopping experience for consumers [1] - Retailers may adjust promotion durations or item selections to maintain profitability while meeting consumer demands [5] - Academy Sports CEO noted higher take rates on promotions compared to last year, indicating consumer responsiveness to deals [2][4]