DAILY-BRIEFING: HOLIDAY RETAIL SALES
DAILY-BRIEFING-HOLIDAY-RETAIL-SALES

Holiday shoppers stay value focused as online spending climbs

Senior leaders get a concise, data driven read on US holiday sales momentum, tech driven demand shifts, key deals, policy risks and emerging financial stress.

by NEWSROOMPublished December 29, 2025Last updated October 25, 2026
Holiday shoppers stay value focused as online spending climbs

US holiday spending is advancing at a cautious but resilient pace, with inflation, high borrowing costs and uneven confidence pushing consumers to seek value even as online volumes hit fresh records. This briefing synthesizes the latest US centric data and announcements to frame the evolving opportunity set and risk profile for software, VC, clean tech, retail and financial leaders. At a glance: The latest projections from major spend trackers point to a holiday season where nominal US retail sales edge higher than last year, but with growth concentrated online and supported by heavier discou

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