American Invest Hub
  • Politics
  • Investing
  • Business
  • Latest News

American Invest Hub

  • Politics
  • Investing
  • Business
  • Latest News
Business

US holiday sales expected to rise a modest 2.9–3.4%, Deloitte says

by admin September 10, 2025
September 10, 2025
US holiday sales expected to rise a modest 2.9–3.4%, Deloitte says

Holiday sales in the United States are set to increase at the slowest pace since the pandemic, according to Deloitte’s latest forecast, released on Wednesday, reported by Reuters.

The study, which examined consumer behaviour and broader economic conditions, reveals how inflation, tariffs, and policy uncertainty are influencing purchasing decisions ahead of the peak shopping season.

With retailers issuing mixed outlooks, the November 2025 to January 2026 period will test how households balance higher prices with festive spending, a factor that directly impacts chains from Walmart to Macy’s, and even toymakers like Mattel.

Deloitte sees sales rising to $1.61 trillion-$1.62 trillion

Deloitte projects US holiday sales will rise between 2.9% and 3.4%, reaching $1.61 trillion to $1.62 trillion this season.

This compares with a 4.2% increase a year earlier, and a stronger 7.2% jump in 2020-21, when spending rebounded after initial pandemic restrictions.

The forecast relies on data from the US Commerce Department and the Bureau of Economic Analysis, placing the projected growth at its weakest pace in five years.

Consumers are becoming selective, with surveys showing a willingness to cut back or spread purchases differently across the season.

A PwC survey earlier in September predicted the steepest fall in holiday spending since the pandemic, pointing to younger groups such as Gen Z as among those tightening budgets.

E-commerce still outpaces in-store sales growth

Digital shopping remains resilient in the overall slowdown.

Deloitte expects e-commerce sales to grow between 7% and 9% this season, broadly in line with the 8% growth recorded last year.

In comparison, in-store sales are forecast to rise by just 2% to 2.2%, down from 3.4% in 2024.

This contrast reflects the structural shift in consumer behaviour, with online platforms continuing to attract shoppers even as retailers invest in both digital and physical channels.

The figures also show how the market is adjusting to post-pandemic patterns. In 2019-20, holiday sales rose 4.9%, but the surge to 7.2% in 2020-21 was driven by pent-up demand and stimulus measures.

Since then, growth rates have gradually slowed, reflecting tougher macroeconomic conditions and the removal of fiscal support.

Retailers split on their forecasts

The outlook for the 2025 holiday season comes as major US retailers share diverging expectations.

Walmart and Macy’s have raised their annual forecasts, signalling confidence in consumer demand, while Target and Best Buy have maintained their guidance.

Toymaker Mattel, in contrast, has cut its forecast, showing caution about holiday demand for discretionary goods.

These moves underline the uneven performance across retail categories, with essentials such as groceries likely to hold up better than big-ticket or luxury items.

Deloitte also noted that some consumers may be front-loading purchases due to concerns over tariffs and inflationary pressures.

This trend could shift sales away from the traditional late-December peak, complicating retailers’ inventory planning.

The post US holiday sales expected to rise a modest 2.9–3.4%, Deloitte says appeared first on Invezz

0
FacebookTwitterGoogle +Pinterest
previous post
EU mulls social media limits for children, eyes Australia’s rules for guidance
next post
Ocado share price analysis: is this fallen angel a buy?

Related Posts

These two ETFs have outperformed S&P 500 since...

November 19, 2024

Air Canada strike grounds majority of flights, over...

August 17, 2025

Weekly mortgage demand drops to three-month low as...

May 31, 2024

US auto sales accelerate to five-year high as...

January 4, 2025

Trump Media auditor charged by SEC with ‘massive...

May 6, 2024

US clean energy sector outpaces job growth, but...

September 19, 2025

What’s next for Paramount stock after FCC’s approval...

July 26, 2025

Top 3 European stocks to buy heading into...

October 26, 2024

PepeX price prediction as Nvidia, Amazon tout continued...

April 27, 2025

Signet stock price surges, but a risky pattern...

March 20, 2025

    Stay updated with the latest news, exclusive offers, and special promotions. Sign up now and be the first to know! As a member, you'll receive curated content, insider tips, and invitations to exclusive events. Don't miss out on being part of something special.


    By opting in you agree to receive emails from us and our affiliates. Your information is secure and your privacy is protected.

    Latest News

    • Europe bulletin: Manchester synagogue attack aftermath, stocks close higher

      October 5, 2025
    • Evening digest: Trump sets deadline for Hamas, Canada’s slowdown, BTC rebounds

      October 5, 2025
    • Iran executes six people for alleged links to Israel, state media reports

      October 5, 2025
    • US digest: Trump’s Hamas ultimatum, government shutdown stalemate continues

      October 5, 2025
    • Japanese stocks may extend record run as Takaichi win revives ‘Abenomics’

      October 5, 2025

    Categories

    • Business (4,191)
    • Investing (2,958)
    • Latest News (2,080)
    • Politics (1,536)
    • About us
    • Contact us
    • Privacy Policy
    • Terms & Conditions

    Disclaimer: americaninvesthub.com, its managers, its employees, and assigns (collectively “The Company”) do not make any guarantee or warranty about what is advertised above. Information provided by this website is for research purposes only and should not be considered as personalized financial advice. The Company is not affiliated with, nor does it receive compensation from, any specific security. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendation. Any investments recommended here should be taken into consideration only after consulting with your investment advisor and after reviewing the prospectus or financial statements of the company.

    Copyright © 2025 americaninvesthub.com | All Rights Reserved