Consumer Trends


  • Halloween decorations and costumes.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    Halloween without candy? What shoppers are cutting from budgets this year

    Nearly two-thirds of shoppers plan to skip some purchases this year, including staple items like costumes and candy, a new LendingTree survey finds.

    By Tatiana Walk-Morris • Oct. 16, 2026
  • A Target storefront exterior
    Image attribution tooltip
    Dani James/Retail Dive
    Image attribution tooltip

    Moody’s upgrades retail and apparel outlook as tariffs ease

    The firm now expects “solid household finances” to lead to more stability in the sector, although rising energy costs and geopolitical risks are still a factor.

    By Lara Ewen • Oct. 14, 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
  • People, cars and buildings on a busy city corner.
    Image attribution tooltip
    Daphne Howland/Retail Dive
    Image attribution tooltip

    Where has the aspirational luxury consumer gone?

    High-end brands have raised their prices in the post-pandemic economy. They’re selling less in part because fewer consumers can afford them.

    By • Oct. 13, 2026
  • A group of people in grey sweatpants and hoodies pose inside a hair salon.
    Image attribution tooltip
    Courtesy of Nike
    Image attribution tooltip
    Deep Dive

    Gen Z, Gen Alpha and the AI-ificiation of retail this holiday season

    AI is “rewiring” the brains of today’s youth, at the same time that they’re craving physical experiences. Can retailers strike the right balance?

    By • Oct. 13, 2026
  • A person wearing a blue shirt reaches for cilantro in a grocery produce section.
    Image attribution tooltip
    Brandon Bell via Getty Images
    Image attribution tooltip

    Tariffs pushed up consumer goods prices by 2.9 percentage points: NY Fed

    Consumer expectations for inflation rose for the second straight month to the highest level since May, the University of Michigan said Friday.

    By Jim Tyson • Oct. 12, 2026
  • People walking around a city, a buggy in the middle of the intersection.
    Image attribution tooltip
    Daphne Howland/Retail Dive
    Image attribution tooltip

    Nearly half of shoppers are worried about affording holiday gifts this year

    Concerns about the job market, as well as personal and household debt, are affecting how much consumers plan to spend this season, per an ICSC report.

    By Tatiana Walk-Morris • Oct. 9, 2026
  • An image of a phone with apps including Etsy, Temu and Amazon.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    Online spend during Amazon’s Prime Big Deal Days neared $10B in the US

    The retailer’s two-day event drove sales at multiple stores including Walmart as consumers hunted for bargains and discounts ahead of the holiday rush.

    By Lara Ewen • Oct. 9, 2026
  • A variety of colorful and warm knitted gloves and mittens are on display at a market stall. The gloves and mittens are made from wool and feature various patterns and designs.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    What the Super El Niño means for retail

    The phenomenon, which shakes up normal weather patterns, will be the most intense on record, with varying impacts on consumers and brands.

    By • Oct. 6, 2026
  • Spirit Halloween storefront.
    Image attribution tooltip
    The image by Mike Mozart is licensed under CC BY 2.0
    Image attribution tooltip

    Halloween spending creeps up this year

    While budgets for the holiday increase, one in five shoppers plan to use buy now, pay later or other financing services, according to Deloitte.

    By Tatiana Walk-Morris • Oct. 5, 2026
  • Wedding couple holding hands
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    How GLP-1 users are forcing retailers to rethink everything

    Wide adoption of the medication has changed consumer behavior — from how shoppers think about sizing, to how they shop online. Can retail keep up? 

    By • Oct. 5, 2026
  • 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
  • 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