Consumer Trends


  • An adult and two children with a shoppiing cart, in a store, surrounded by holiday merchandise.
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    Courtesy of Walmart
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    More pressure for US consumers as most states warn food assistance could dry up next month

    Grocery stores will be directly affected, but discretionary spending will also take a hit if consumers can’t feed their families, analysts warned this week.

    By Oct. 24, 2025
  • A green store banner says "Dollar Tree" against a hazy blue sky.
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    Daphne Howland/Retail Dive
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    ‘A cultural shift’: Dollar Tree’s CEO on tech, AI adoption

    The discount retailer during its investor day discussed how AI has helped hiring efforts, all while some analysts questioned its pricing strategy.

    By Oct. 23, 2025
  • Trendline

    Gen Z and the next-generation consumer

    If there's anything retailers want more than financial stability right now, it's to understand Gen Z. 

    By Retail Dive staff
  • Target storefront in Alexandria, Virginia
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    Dani James/Retail Dive
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    Target needs a win. Will the holidays deliver?

    The retailer is emphasizing exclusive merchandising and affordability this season as part of a long-term effort to regain growth.

    By Oct. 23, 2025
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    Getty Images
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    Gen Z, millennials drive adoption of AI for holiday shopping

    Those groups are harnessing artificial intelligence for gift ideas and to compare prices this season, a new survey states.

    By Tatiana Walk-Morris • Oct. 21, 2025
  • A person sits in front of a computer online shopping while a Christmas lights are in the background.
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    Getty Images
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    Consumers embrace AI for research, but few have allowed it to make purchases

    Customers are worrying over payment security, privacy and potential mistakes with autonomous AI purchases, a Riskified survey found.

    By Bryan Wassel • Oct. 21, 2025
  • A corner Adidas store with a tall screen featuring the words "You Got This."
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    Courtesy of Adidas
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    With Nike in turnaround mode, is this Adidas’ opportunity in the US?

    North America accounts for most of the revenue difference between the rivals, and Adidas CEO Bjørn Gulden is pushing the retailer to be “more American.”

    By Oct. 21, 2025
  • Inside the Horror House retail store.
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    Kaarin Moore/Retail Dive
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    Why Halloween is a ‘master class’ for retailers

    The season’s broad emotional appeal and delivery on in-store experiences means that shoppers, especially Gen Z, are ready to spend. 

    By Oct. 21, 2025
  • A person sits in front of a computer online shopping while a Christmas lights are in the background.
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    Getty Images
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    Nearly all generations, income groups plan to pull back on holiday spend

    Only Gen X plans to increase spending slightly, as consumers search for deals and trade down on brands and retailers, per a Deloitte report. 

    By Tatiana Walk-Morris • Oct. 20, 2025
  • Two ThredUp boxes sitting on top of each other on a bed, with a teal sweater next to them.
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    Courtesy of ThredUp
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    Will shoppers turn to secondhand for value this holiday?

    A new report from ThredUp and GlobalData found that consumers could use about 40% of holiday budgets on secondhand gifts.

    By Oct. 20, 2025
  • A closeup shot of a person wearing red, white and black sneakers with a Nike logo and black track pants with a Jordan logo.
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    Neilson Barnard via Getty Images
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    Column

    The Weekly Closeout: Toms names Crocs vet CEO and is drop culture winding down?

    Jessica Alsing, who spent more than eight years at Crocs, is taking the reins at Toms. Meanwhile, one analyst sees signs of an end to the popular sales model.

    By Retail Dive Staff • Oct. 17, 2025
  • Worried man sitting on a couch looks at a laptop.
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    Getty Images
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    September retail sales rise amid signs of waning spending power

    Inflation seems to be driving some of last month’s sales gains, as unit sales were down in some categories, according to Circana research.

    By Oct. 16, 2025
  • Shoppers walk through a Macy's department store on Black Friday. A sign reads, "Give Love."
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    Kamil Krzaczynski via Getty Images
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    Why holiday season store experiences should be helpful but unobtrusive

    Shoppers are often busy and stressed, and a retailer that turns the holiday rush into a smooth, enjoyable experience can earn loyalty without the need for flashy gimmicks.

    By Bryan Wassel • Oct. 16, 2025
  • Corie Barry from Best Buy sitting next to a moderator at the Fortune MPW 2025 summit.
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    Dani James/Retail Dive
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    What’s keeping Best Buy’s CEO up at night?

    A growing consumer income divide is on Corie Barry’s mind, the executive told an audience at the Fortune Most Powerful Women summit.

    By Oct. 15, 2025
  • The inside of a Princess Polly store.
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    Courtesy of Princess Polly
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    ‘We’re certainly not fast fashion’: A.k.a. Brands CEO

    Princess Polly and Culture Kings chief Ciaran Long talks about delivering on-trend fashion and the conglomerate’s strategy on opening stores.

    By Oct. 14, 2025
  • A person carrying a tote bag looks at items on a grocery store shelf
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    Brandon Bell via Getty Images
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    Weak consumer sentiment persists amid job anxiety

    “We need to be prepared for the possibility that the softening in the labor market will become something worse,” Federal Reserve Governor Michael Barr said.

    By Jim Tyson • Oct. 14, 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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    Consumers to slash holiday budgets by over 10%

    Gifting remains a priority, however, as shoppers look for other categories to cut back on, according to a recent JLL report.

    By Howard Ruben • Oct. 10, 2025
  • A person holds multiple shopping bags and a coffee cup.
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    Getty Images
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    Shoppers seek value, deals this holiday season

    Consumers are turning away from retailers with significant price hikes and searching for discounts, according to ICSC. 

    By Tatiana Walk-Morris • Oct. 9, 2025
  • A person wearing jeans and a sweater holds a credit card over a laptop, with a blurry holiday tree in the background.
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    Getty Images
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    US consumers expect higher prices this holiday season

    Most shoppers believe that tariffs will result in higher costs, even as they intend to splurge on purchases for themselves, according to a KPMG report.

    By Tatiana Walk-Morris • Oct. 7, 2025
  • Skeleton dog in front of dark building with a skeleton in front of it.
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    Courtesy of The Home Depot
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    The unlikely retailers winning Halloween

    Consumers are expecting higher prices this year, but that’s not deterring them from spending on the holiday.

    By Oct. 7, 2025
  • A person poses in a side plank while holding a large burgundy suede tote bag.
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    Courtesy of Alo Yoga
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    Will shoppers still follow where athleisure leads?

    Brands that started off selling leggings are now offering cardigans, jeans and luxury bags as the category extends past its roots.

    By Oct. 3, 2025
  • Person shops online with a Christmas tree in the background.
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    Getty Images
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    One-third of consumers plan to use AI for holiday shopping

    Customers are using AI tools to search for better deals and gift ideas, but they remain skeptical of the technology, a UserTesting survey found.

    By Tatiana Walk-Morris • Oct. 2, 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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    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
  • A person examines a wallet while shopping.
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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
  • A Sephora storefront in the mall
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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