Consumer Trends
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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 Daphne Howland • Oct. 24, 2025 -
‘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 Dani James • 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 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 Dani James • Oct. 23, 2025 -
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 -
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 -
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 Cara Salpini • Oct. 21, 2025 -
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 Kaarin Moore • Oct. 21, 2025 -
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 -
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 Dani James • Oct. 20, 2025 -
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 -
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 Daphne Howland • Oct. 16, 2025 -
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 -
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 Dani James • Oct. 15, 2025 -
‘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 Kaarin Moore • Oct. 14, 2025 -
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 -
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 -
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 -
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 -
The unlikely retailers winning Halloween
Consumers are expecting higher prices this year, but that’s not deterring them from spending on the holiday.
By Caroline Jansen • Oct. 7, 2025 -
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 Cara Salpini • Oct. 3, 2025 -
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 -
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 -
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