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Roughly 7 in 10 US retailers (68%) said that ecommerce theft and fraud were a bigger concern in 2024 than the year prior, per an NRF report. 1 in 4 higher-income shoppers reported engaging in some kind of first-party fraud during the holiday season鈥攕uch as disputing legitimate credit card charges or falsely claiming packages were stolen鈥攃ompared with just 11% of low-income consumers, according to a survey

Our take: With nearly every retailer鈥攊ncluding Target鈥攍aunching sales in early October, it is easy to lose sight of the Cyber 5鈥檚 outsize share of overall holiday sales.

It鈥檚 leaning heavily on shopping features to grow, but it issued lower-than-expected Q4 guidance for revenues, indicating it doesn鈥檛 expect a gangbusters holiday shopping season. Pinterest鈥檚 key selling point is shoppable social media, which is just one feature among many on larger, competing platforms.

The key stat: 54% of US consumers who took on debt to pay for holiday gifts are at least somewhat concerned about repaying it, per data from CivicScience. 27% of buy now, pay later (BNPL) users concerned about paying debt owe between $100 and $500, 10% owe between $500 and $1,000, and 19% owe $1,000 or more.

Despite the current duopoly between Mercado Libre and Amazon in Mexico鈥檚 ecommerce market, roughly 60% of online sales remain up for grabs for local, regional, and global retailers.

Although no single player rivals Mercado Libre鈥檚 hold on Latin America鈥檚 ecommerce market, nearly 70% of online sales are still fair game for the long tail of retailers.

While some retailers鈥攎ost notably department stores鈥攈ad a lackluster holiday season, others reported a solid end to the year, fueled by discounts as well as renewed interest in big-ticket purchases.

Part of this is due to the holiday season and marketers spending the remainder of their annual budgets before the year ends. Another factor driving prices up is political advertisers spending heavily in October and early November before Election Day. However, political ad spending has a muted impact on CTV. Most political ad dollars are still spent on linear TV.

Trump entered office following a strong holiday season in which retail sales rose 4.3% YoY and ecommerce climbed 8.7% YoY. But in January, consumer expectations for the economy declined for the first time since July 2024, according to the University of Michigan. Sentiment fell across income, wealth, and age groups.

The company is struggling to change consumers鈥� perception of the brand, which has suffered due to steady price hikes, long wait times, and highly public spats with its workers union鈥攃ulminating in a strike during the holiday season.

US consumers will spend $3.2 billion on flowers this Mother鈥檚 Day: While NRF鈥檚 forecast is flat YoY, florists face tighter margins as tariffs drive up costs.

However, over half (56%) said they don't plan to purchase any goods in advance of potential tariffs. 39% of US holiday shoppers said they increased year-end purchases last year due to fear of tariffs raising prices, per a December report from CreditCards.com.

Memorial Day sales are live at Amazon, Best Buy, Home Depot, and more: As consumers cut discretionary spending, retailers aim to boost sales through holiday-driven promotions.