Consumer Trends
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More than a quarter of consumers plan to cut holiday spending
Only 22% of shoppers are expecting to spend more this holiday season compared to last year, according to a recent report from Experian.
By Howard Ruben • Oct. 1, 2025 -
Why customers say online shopping just can’t compare to the in-store experience
Over half of customers said they shop in person instead of online so they can try on clothing or test products, according to a Chatmeter survey.
By Kristen Doerer • Sept. 30, 2025 -
Explore the Trendline➔
Zapp2photo via Getty ImagesTrendlineHow artificial intelligence is shaping retail
More retailers are leaning on AI as a tool, tapping into the tech to improve customer service and support supply chain functions.
By Retail Dive staff -
Retail’s love affair with incentivized reviews
The beauty sector relies on incentivized reviews to attract attention — and sales — while some consumers grow skeptical of their authenticity.
By Dani James • Sept. 30, 2025 -
Michaels rolls out party, knitting shops in wake of Joann and Party City bankruptcies
The Knit & Sew space in stores, which comes about three months after the craft retailer acquired Joann’s IP, will feature co-branded signage.
By Howard Ruben • Sept. 26, 2025 -
Podcast
The Backroom: How the holidays are different this year
Heading into the season, shoppers and retailers alike are getting squeezed by tariffs and mounting economic uncertainty.
By Retail Dive Staff • Sept. 25, 2025 -
Halloween spending to hit record $13.1B
While the majority of consumers anticipate price increases this season due to tariffs, 73% still plan to participate, according to the National Retail Federation.
By Howard Ruben • Sept. 24, 2025 -
Managing tariff impact gets tougher as the holidays approach
Lower-income households are especially worried about employment and higher prices — and prices are indeed rising.
By Daphne Howland • Sept. 23, 2025 -
Deep Dive
Lululemon’s ‘downward spiral’ — and how the brand plans to break out of it
High-priced athleisure isn’t dead, but boring athleisure might be. That means it’s back to the innovation drawing board for the much-loved Canadian brand.
By Cara Salpini • Sept. 22, 2025 -
AI shopping tools are evolving, but are they ready for the holidays?
Most consumers are open to generative AI-powered guidance, but only 3% will start their shopping journey with a ChatGPT-type search, according to Coveo.
By Bryan Wassel • Sept. 22, 2025 -
The holidays should be OK for retailers that try hard enough
Sustaining robust sales growth into Q4 will mean sharp vendor negotiations — and a keen understanding of the customer, analysts say.
By Daphne Howland • Sept. 17, 2025 -
Holiday retail sales projected to grow 4%, below 10-year average
While in-store sales are expected to grow 2.75% from last year, e-commerce sales growth is slowing, according to a recent report from Bain & Company.
By Howard Ruben • Sept. 17, 2025 -
Journeys remixes ’90s hit for debut of ‘Life on Loud’ brand platform
A reimagining of New Radicals’ “You Get What You Give” includes a music video nodding to renewed interest in mall culture among Gen Z.
By Jessica Hammers • Sept. 17, 2025 -
Consumer confidence falls on dimming outlook for labor market
“After months of a frozen job market with little hiring outside of healthcare, people now see more industries turning to layoffs,” Navy Federal Credit Union Chief Economist Heather Long said.
By Jim Tyson • Sept. 15, 2025 -
Column
The Weekly Closeout: Walmart to launch in South Africa and Mary Dillon exits Foot Locker
The big-box retailer will reveal opening dates in October, while the former CEO and other executives departed the sportswear company.
By Retail Dive Staff • Sept. 12, 2025 -
Inflation speeds up to 2.9%, fastest pace in 2025, as job market slows
The CPI data showed that the highest U.S. tariffs since the 1930s are pushing up prices across the economy.
By Jim Tyson • Sept. 12, 2025 -
Gen Z pullback could send holiday sales down 5%: PwC
Older generations are cutting back a bit or even spending more, but these younger consumers’ budgets are down nearly a quarter, the firm found.
By Daphne Howland • Sept. 11, 2025 -
More than half of consumers are wary of AI-powered search: Gartner
While consumers admit artificial intelligence is impacting how they search for products and services, 61% wish they could turn off AI summaries.
By Aaron Baar • Sept. 11, 2025 -
Holiday sales could grow up to 3.4%: Deloitte
The firm predicts that sales between November and January could reach $1.62 trillion, with e-commerce sales projected to grow up to 9%.
By Howard Ruben • Sept. 10, 2025 -
Designer Brands continues to withhold guidance as Q2 sales, profits decline
The footwear retailer, which relies on a strong back-to-school season, emphasized sequential gains but said the macro environment remains tough.
By Daphne Howland • Sept. 9, 2025 -
Consumer sentiment declines as price sensitivity persists
Consumers are tightening their purse strings and prioritizing essentials while cutting back on discretionary goods.
By Kristen Doerer • Sept. 8, 2025 -
Unemployment ticks up as tariff-related uncertainty slows hiring
This could be a one-two punch to the U.S. economy, with retail bankruptcies and store closures adding to the woes.
By Daphne Howland • Sept. 8, 2025 -
Lululemon CEO: ‘We have become too predictable’
The retailer, facing stalled growth in the U.S., is overhauling its design and development process as it looks to bring in more newness, faster.
By Cara Salpini • Sept. 5, 2025 -
Ulta targets wellness growth as consumers spend on beauty
The retailer’s latest performance demonstrates consumer resilience in the category, though analysts poked at the company’s operating margin expectations.
By Dani James • Sept. 5, 2025 -
Gap Inc. bets big on beauty, accessories
At the Goldman Sachs Global Retailing Conference, Gap Inc. CEO Richard Dickson called these high-margin “sleeper categories” that its customers want.
By Daphne Howland • Sept. 4, 2025 -
Worldpay rewires for bot shoppers
The processor aims to prepare its merchant clients for the opportunities and risks of AI-driven agentic shopping.
By Lynne Marek • Sept. 3, 2025