Consumer Trends


  • An escalator in a shopping mall during the Christmas and holiday season.
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    Jon Cherry via Getty Images
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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
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    David Becker via Getty Images
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    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
  • The interior of an apparel store Explore the Trendline
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    Zapp2photo via Getty Images
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    Trendline

    How 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
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    Cara Salpini/Retail Dive
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    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 Sept. 30, 2025
  • An in-store display of "The Party Shop" inside Michaels
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    Courtesy of Michaels
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    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
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    Kendall Davis/Retail Dive
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    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
  • A Halloween display in Home Depot
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    Joe Raedle via Getty Images
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    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
  • A young woman sits on the floor with a laptop on her legs and a credit card in her hand.
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    Milan Markovic via Getty Images
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    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 Sept. 23, 2025
  • A white brick Lululemon storefront in WIlliamsburg, Virginia
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    Dani James/Retail Dive
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    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 Sept. 22, 2025
  • A woman browses an ecommerce site in front of a Christmas tree.
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    sturti via Getty Images
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    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
  • Two people with shopping bags, walking down the street on a snowy day.
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    vgajic via Getty Images
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    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 Sept. 17, 2025
  • An escalator in a shopping mall during the Christmas and holiday season.
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    Jon Cherry via Getty Images
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    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' "Life on Loud" brand platform imagery
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    Courtesy of Journeys
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    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
  • People stand in line with a sign directing them where to stand for seeking jobs
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    Scott Olson via Getty Images
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    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
  • The entrance to Foot Locker's store of the future
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    Bryan Wassel/Retail Dive
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    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
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    hynci via Getty Images
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    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
  • A woman browses an ecommerce site in front of a Christmas tree.
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    sturti via Getty Images
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    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 Sept. 11, 2025
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    Leon Neal / Staff via Getty Images
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    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
  • An escalator in a shopping mall during the Christmas and holiday season.
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    Jon Cherry via Getty Images
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    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
  • The exterior of a DSW Shoe Warehouse store with a blue sky
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    Nate Delesline III/Retail Dive
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    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 Sept. 9, 2025
  • A person browses an aisle of toys.
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    Spencer Platt via Getty Images
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    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
  • "For lease" signs in empty store windows trimmed in light green paint.
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    Daphne Howland/Retail Dive
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    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 Sept. 8, 2025
  • An entrance to a clothing store.
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    Daphne Howland/Retail Dive
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    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 Sept. 5, 2025
  • Exterior of an Ulta store
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    Kaarin Vembar/Retail Dive
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    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 Sept. 5, 2025
  • The outside of a Gap store
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    daboost via Getty Images
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    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 Sept. 4, 2025
  • A close up of a man's hand holding a phone displaying a conversation with a chatbot.
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    ArtMarie via Getty Images
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    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