Consumer Trends


  • Corie Barry from Best Buy sitting next to a moderator at the Fortune MPW 2025 summit.
    Image attribution tooltip
    Dani James/Retail Dive
    Image attribution tooltip

    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.
    Image attribution tooltip
    Courtesy of Princess Polly
    Image attribution tooltip

    ‘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
  • 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
  • A person carrying a tote bag looks at items on a grocery store shelf
    Image attribution tooltip
    Brandon Bell via Getty Images
    Image attribution tooltip

    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.
    Image attribution tooltip
    Jon Cherry via Getty Images
    Image attribution tooltip

    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.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    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.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    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.
    Image attribution tooltip
    Courtesy of The Home Depot
    Image attribution tooltip

    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.
    Image attribution tooltip
    Courtesy of Alo Yoga
    Image attribution tooltip

    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.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    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.
    Image attribution tooltip
    Jon Cherry via Getty Images
    Image attribution tooltip

    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.
    Image attribution tooltip
    David Becker via Getty Images
    Image attribution tooltip

    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
    Image attribution tooltip
    Cara Salpini/Retail Dive
    Image attribution tooltip

    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
    Image attribution tooltip
    Courtesy of Michaels
    Image attribution tooltip

    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
  • A quotation mark on a blue background.
    Image attribution tooltip
    Kendall Davis/Retail Dive
    Image attribution tooltip
    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
    Image attribution tooltip
    Joe Raedle via Getty Images
    Image attribution tooltip

    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.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    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
    Image attribution tooltip
    Dani James/Retail Dive
    Image attribution tooltip
    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.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    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.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    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.
    Image attribution tooltip
    Jon Cherry via Getty Images
    Image attribution tooltip

    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
    Image attribution tooltip
    Courtesy of Journeys
    Image attribution tooltip

    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
    Image attribution tooltip
    Scott Olson via Getty Images
    Image attribution tooltip

    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
    Image attribution tooltip
    Bryan Wassel/Retail Dive
    Image attribution tooltip
    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
  • A pile of $100 bills
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    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.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    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