Consumer Trends


  • Teyana Taylor lounges in a black leather chair as part of a photograph for Revolve Magazine.
    Image attribution tooltip
    Courtesy of Revolve Group
    Image attribution tooltip
    Column

    The Weekly Closeout: Revolve debuts magazine and Cato closes 120 stores

    The fashion retailer wants to connect more deeply with shoppers through a print publication. Meanwhile, the specialty apparel brand is accelerating closures.

    By Retail Dive Staff • Oct. 2, 2026
  • 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

    Consumer AI use a boon for the holidays as AI traffic doubles

    Consumers using AI engage with brands’ offers at a higher rate than non-AI traffic and generate more revenue per visit, a survey from Adobe found.

    By Matt Vartabedian • Oct. 1, 2026
  • 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
  • Shoppers look through a store closing sale at Macy's.
    Image attribution tooltip
    Cara Salpini/Retail Dive
    Image attribution tooltip

    Consumer confidence sags to 12-year low, eroded by inflation, job anxiety

    Inflation will probably not slow to the Federal Reserve’s 2% target until 2028, New York Fed President John Williams predicted.

    By Jim Tyson • Oct. 1, 2026
  • Common Cents Act pennies merchants cash
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    Senate passes Common Cents bill

    The measure to provide merchants a cash rounding framework and to formally phase out the penny now heads to the White House.

    By Justin Bachman • Sept. 30, 2026
  • Target store in Bridgehampton
    Image attribution tooltip
    Permission granted by Target
    Image attribution tooltip

    Target cuts prices as consumer sentiment sours

    With the holiday season ramping up, the mass retailer reduced pricing on nearly 2,000 home and apparel products.

    By • Sept. 29, 2026
  • A person is seen shopping at a grocery store.
    Image attribution tooltip
    Spencer Platt via Getty Images
    Image attribution tooltip

    Inflation slams consumer sentiment to 4-month low

    Despite their dimming sentiments toward inflation and business conditions, consumers have shown no sign of cutting spending.

    By Jim Tyson • Sept. 29, 2026
  • People walking by Nordstrom's New York City store at the holidays.
    Image attribution tooltip
    Daphne Howland/Retail Dive
    Image attribution tooltip

    Retailers, consumers both on edge as the holidays approach

    Shoppers will find lean inventories this season as they scour stores for the right items at the right price — and the hunt has already begun.

    By • Sept. 29, 2026
  • A close-up of a digital price tag.
    Image attribution tooltip
    Courtesy of Walmart
    Image attribution tooltip

    Walmart CEO addresses dynamic pricing concerns

    John Furner issued a letter attempting to dispel pricing concerns about digital shelf labels and Sparky, but some say a Walmart patent leaves the door open.

    By • Sept. 28, 2026
  • A woman shops on her computer in front of a Christmas tree.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    Consumers aren’t just buying gifts this holiday season. They’re stocking up on essentials.

    Total online spend in the U.S. will top $275 billion, according to Adobe, but many will use seasonal deals to stockpile necessities. 

    By Lara Ewen • Sept. 28, 2026
  • A person uses a laptop displaying a Black Friday sale page with a “FRIDAY” banner and product discounts; a notebook, pen, red mug, and potted plant sit nearby.
    Image attribution tooltip
    ArtistGNDphotography via Getty Images
    Image attribution tooltip
    Sponsored by Sinch

    Black Friday 2026 ready: The infrastructure and compliance checklist retailers can’t afford to skip

    Large databases are vulnerable to tough new barriers targeting high numbers of consumer complaints and large unsubscribe rates.

    Sept. 28, 2026
  • A Michael Kors storefront.
    Image attribution tooltip
    Daphne Howland/Retail Dive
    Image attribution tooltip
    Column

    The Weekly Closeout: What will happen to Michael Kors and J. Crew celebrates its Barn Jacket

    Also, Sweaty Betty owner Wolverine World Wide eliminated the active group president role last week.

    By Retail Dive Staff • Sept. 25, 2026
  • Carved pumpkin for Halloween.
    Image attribution tooltip
    Courtesy of The Home Depot
    Image attribution tooltip

    Halloween spending expected to reach $13.5B

    Shoppers are approaching the holiday “with affordability in mind,” and looking for ways to maximize value, according to a new report. 

    By Tatiana Walk-Morris • Sept. 24, 2026
  • Customers Shopping in Modern Clothing Store, Retail Sales Associate Assists Client. Diverse People in Fashionable Shop, Choosing and Buying Stylish Clothes, Colorful Brand Designs, Quality Materials.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    Consumers trust AI to advise, but don’t consent to it purchasing for them

    Consumers are turning to AI to find deals, but won’t allow it to delegate purchase decisions, an ACI Worldwide survey found.

    By Matt Vartabedian • Sept. 23, 2026
  • A woman shops on her computer in her home.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    More lower-income households feel financially vulnerable

    With pandemic-era support gone and inflation taking a toll, many consumers can't pay their bills and feel bleak about the future, according to research from The Financial Health Network and the University of Southern California.

    By • Sept. 23, 2026
  • Person with finger on a phone perusing consumer goods
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    Shoppers burned by bad AI recommendations

    As more consumers turn to AI to suggest purchases, some regret following the technology’s advice, a new survey finds.

    By Tatiana Walk-Morris • Sept. 23, 2026
  • Smiling woman pushes a shopping cart through a brightly lit supermarket aisle, passing refrigerated cases and carrying groceries with an upbeat mood.
    Image attribution tooltip
    Permission granted by Terri Glanger
    Image attribution tooltip
    Sponsored by MILKSCAPE™

    Dairy milk’s demand remains strong across retail

    Capture more trips and unlock incremental growth by making Dairy Milk an intentional part of the basket.

    By MILKSCAPE™ • Sept. 21, 2026
  • A person wearing grey sweats and carrying a pink bag is running against a blue background.
    Image attribution tooltip
    Courtesy of Old Navy
    Image attribution tooltip

    Old Navy’s new subbrand is a big bet on activewear

    The category has long been a strength at Gap Inc.’s value banner, and giving the assortment its own brand identity could propel that further.

    By • Sept. 15, 2026
  • Diverse teenage students using digital smart phones mobile at college campus.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    Teens start to trust AI recommendations more than friends, parents

    There's a generational shift among consumers as they bring AI into their purchasing process, according to a Mastercard report.

    By Tatiana Walk-Morris • Sept. 14, 2026
  • Prada storefront.
    Image attribution tooltip
    Kaarin Vembar/Retail Dive
    Image attribution tooltip

    Why SoHo is still a retail favorite

    The New York neighborhood is seeing record low retail rental availability rates while some of the city’s other shopping corridors struggle.

    By Lara Ewen • Sept. 14, 2026
  • Woman sits on couch typing on laptop.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    E-commerce to outpace overall holiday sales growth as shoppers lean on AI

    The channel is expected to grow up to 8.4%, aided in part by consumers’ embrace of digital tools such as artificial intelligence, per Deloitte.

    By Lara Ewen • Sept. 10, 2026
  • A group of brown packages are gathered on a table.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    Holiday spending forecast to top $1 trillion

    Inflation is expected to account for much of the increase, according to a new report from Bain & Company.

    By Tatiana Walk-Morris • Sept. 8, 2026
  • Hilary Duff for Reebok
    Image attribution tooltip
    Courtesy of Reebok
    Image attribution tooltip
    Column

    The Weekly Closeout: Reebok partners with Hilary Duff and Saks Fifth Avenue launches fall campaign

    The pop icon is the athletic retailer’s latest ambassador. Meanwhile, the department store, and sister brand Neiman Marcus, debuted seasonal campaigns. 

    By • Sept. 4, 2026
  • The entrance to a mall store.
    Image attribution tooltip
    Daphne Howland/Retail Dive
    Image attribution tooltip

    Sephora to pilot TikTok Shop experience

    The beauty retailer will debut exclusive monthly drops through the social media's e-commerce feature with content-led videos and a TikTok Live.

    By • Sept. 2, 2026
  • An orange and white Ulta Beauty storefront with a tree in front
    Image attribution tooltip
    Dani James/Retail Dive
    Image attribution tooltip

    Ulta leans into exclusivity amid Target Beauty Studio competition

    The specialty retailer reported strong Q2 sales and raised its full-year guidance, though makeup comps were nearly flat compared to last year.

    By • Aug. 28, 2026
  • A person wearing a Helly Hansen-branded wind breaker over looks a sea.
    Image attribution tooltip
    Courtesy of Kontoor Brands
    Image attribution tooltip
    Column

    The Weekly Closeout: Arc’teryx vet heads to Helly Hansen, Avon North America to be acquired

    Kontoor Brands tapped C.J. King to lead Helly Hansen’s North American sports division, while Regent’s deal reunites the beauty company with Avon International.

    By Retail Dive Staff • Aug. 28, 2026