Amazon and Walmart are well-positioned for success this holiday season, but Target鈥檚 Q4 looks rockier. Walmart鈥檚 quarter is 鈥渙ff to a pretty good start,鈥� per CFO John David Rainey. Shoppers snapped up items like TVs, headphones, and even tires ahead of Black Friday sales.
Solid travel demand is a positive sign for Beijing, but it鈥檚 unclear whether that momentum will continue past the holiday season鈥攐r whether lingering economic uncertainty will push households to tighten their grip on their wallets.
Our take: Apple鈥檚 delayed launch and muted impact of its generative AI (genAI) features on iPhone 16 holiday sales could have Apple worried about wasted time and investment. Forcing users to act to opt out could be its effort to boost adoption and sway skeptical users.
Use this chart: Retail strategists can use this data to benchmark traffic against top competitors and identify areas for growth, optimize digital marketing campaigns to capture holiday shoppers earlier in the season, and leverage insights into rising players like Uncommon Goods to partner with or adopt similar product offerings. Related 蘑菇AV reports:.