蘑菇AV

Aside from the election, what will the November holiday storyline be? Retailers grasp for holiday magic amid raucous US elections and five fewer shopping days than usual between Thanksgiving and Christmas, writes Jennifer Williams of the Journal. She notes that US shoppers' spending was strong in September, 0.4% on August, but consumer confidence fell unexpectedly mid-October.

A MAM strategy, especially useful during the Q3 and Q4 holiday periods, aims to increase full-price sales, optimize inventory, and protect brand value by avoiding excessive post-holiday discounting. For more insights on retail check out www.thinkwithgoogle.com.

But that doesn鈥檛 mean that they aren鈥檛 focused on value; 69% of holiday travelers who plan to fly say price is a bigger priority to them than flying with their favorite airline, per a survey by The Points Guy and The Harris Poll. Our take: We expect US digital travel sales to grow 8.5% YoY this year, which reflects the growing disconnect between consumer sentiment and consumer spending patterns.

For example, over the holidays, the agency worked with AI artist @Joooo.ann on a social campaign for tech company Xiaomi that used genAI to imagine what its products and stores would look like in the North Pole. It鈥檚 helping social marketers sharpen their creator strategies. Influencer marketing platform Linqia rolled out a tool last year that uses genAI to analyze top-performing posts.

Apple: Delays in AI feature rollouts and limited iPhone 16 language support are hurting device sales ahead of the holidays, but those losses are propped up by record service revenues. Our take: Tech leaders have to balance the high costs of AI expansion with ROI potential.

But I just think, especially given the timing, right, it's January, retailers are drowning under the weight of holiday returns. A partnership like this could be something that more of them consider. Zak Stambor (16:03):. Yeah, I would put it above Costco as well. I think it's a really interesting move. Arielle Feger (16:07):. Wow. That's... Okay. Sara Lebow (16:09):.

The company appears to be continuing its more moderate approach to sales growth with a conservative forecast for the upcoming holiday quarter. Peloton expects revenues between $640 million and $660 million鈥攕hy of Wall Street estimates of $671 million, per StreetAccount data cited by CNBC.

Holiday travel demand is still strong, and United鈥檚 campaign is launching just as many Americans are likely considering holiday travel plans. While the presidential election has slowed travel sales somewhat, Delta and United have both hinted at strong holiday travel bookings.

This guarantees their availability, which can prevent overdrafts and late payment penalties. 24/7 availability: Real-time payment systems operate continuously, allowing consumers to send and receive payments at any time, including weekends and holidays. This ensures that financial transactions are not delayed due to nonbusiness hours. Read the full report.

On today's podcast episode, we discuss how folks viewed big ticket items over the Thanksgiving holiday shopping period, how in-store foot traffic shook out, and the impact of buy now, pay later (BNPL). Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analyst Zak Stambor and Analyst Rachel Wolff.

TikTok offers users Shop credits in last-ditch attempt to boost sales, downloads before US ban: The platform is dangling hundreds of dollars in incentives to increase engagement.

Happy Holiday.

Use this chart: Marketers and retailers can use this chart to prepare holiday marketing strategies and make the case for further mobile investment. Related 蘑菇AV reports:. US Holiday Shopping 2024 (Subscription required). US Holiday Ecommerce Sales Benchmarks: Q4 2024 (Subscription required). Methodology: Data is from an August 2024 Adobe Analytics study as cited in company blog.

Putting the Cyber Five in context: This holiday retail season is longer than ever, with online holiday shopping activity spread across the calendar. As a result, we expect the Cyber Five will account for just 15.5% of total holiday ecommerce sales this year. That would continue the stretch鈥檚 ongoing decline from its 20.0% peak in 2019.

Kohl鈥檚 has been trying a little bit of everything, from new brand offerings like a relaunched Limited Too and expanded holiday assortments to Amazon returns to get people in-store. But a more focused effort may be needed. 鈥淧revious-quarter comparable sales were down, and they really need to rethink the whole store in a more holistic way,鈥� said Canaves. Listen to the full episode.

Deloitte expects shoppers to increase spending by 8% this year鈥攁lthough in keeping with broader trends most of that growth will be fueled by consumers with incomes between $100,000 and $199,000, who expect to spend 17% more on holiday purchases this year.

AI鈥檚 role in Spotify Wrapped is slightly subdued: The platform鈥檚 yearly marketing event included AI, but stopped short of prominently featuring it.

Amazon, Target, and malls were among this year鈥檚 Cyber Five winners: Roughly 197 million people shopped this year鈥檚 sales, leading to a surge in online and in-store spending.

The buy button has been on a growth tear since Shopify opened it up to enterprise customers outside of its ecosystem

Behind the numbers: The vast majority, 80.2%, of holiday retail sales will take place in person this year, according to our forecast. We expect physical retail sales to grow 3.7% YoY in November and December鈥攁n acceleration from 2023, and more than double the channel鈥檚 full-year growth rate.

Consumers have taken note: 33% of Numerator respondents shopped or planned to shop Walmart Holiday Deals, and 31% shopped or planned to shop Target Circle Week. The majority, 55%, also compared Amazon鈥檚 prices with other merchants before clicking the buy button. Our take: Amazon has successfully driven consumers to shop in the middle of a random week in early October.

US holiday retail sales will grow 4.3% this year to reach $1.353 trillion, according to 蘑菇AV鈥檚 forecast. Retailers will need to lean into value messaging to resonate with cautious, but active consumers. Brands must prepare for the unexpected. From natural disasters to potential uncertainty surrounding the election, retailers need to be ready to pivot quickly this season.

Heading into the holidays, one of Tuckernuck鈥檚 major objectives is ensuring discoverability. 鈥淥ur catalogs have gotten so big, some of our struggle is how to make sure that the customers are seeing all the product that we have out there,鈥� said Rinnier Votta.

Ahead of the winter holidays, Amazon will add more seasonal items like Sparkling Citrus Punch and Double Chocolate Truffle Hot Chocolate. Party on: Albertsons has launched a private label line dedicated to holiday celebrations and special occasions. Overjoyed, the grocer鈥檚 first private label debut in years, offers sweet treats, dessert toppings, and cupcake liners.

TikTok Shop gears up for busy holiday season in the US, UK: The platform expects hefty ecommerce and ad growth this year as shoppers get used to transacting on the app