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Victoria鈥檚 Secret鈥檚 rebooted fashion show resonated with Gen Z: That, alongside the company鈥檚 efforts to expand and refresh its assortment, resulted in a solid holiday performance.

China manufacturing activity contracts ahead of Lunar New Year: While the blip may stem from holiday closures, it鈥檚 a worrying sign as the threat of tariffs looms large.

In-store, consumers want experiences that engage their senses, while online, they鈥檙e interested in generative AI (genAI) tools that can help them research products. Plus, young men in the South lead in fast-food consumption, retail leaders lean on loyalty to boost growth, and holiday spending remained in check (for the most part).

叠耻谤产别谤谤测鈥檚 holiday resurgence is an encouraging sign for luxury brands: The company鈥檚 focus on core products won over US shoppers, although a full recovery is a long way off.

Prominent retailers generated better-than-expected holiday results: While Abercrombie, Lululemon, and Nordstrom raised their Q4 outlooks, Macy鈥檚 and Kohl鈥檚 continued to face challenges.

Retailers ended 2024 on a high: Holiday ecommerce sales surged by nearly 9% YoY as steep discounts and tariff fears spurred spending.

The back-to-school season generates revenues brands and retailers count on, as the second-highest shopping volume of the year ahead of holiday. This year, though, back-to-school growth will be harder to come by as spending in key channels slows.

Christmas Day is less than a week away, but some consumers are still chipping away at their lists. That鈥檚 why Walmart, Target, Best Buy, and Dollar General are announcing last-minute holiday deals for consumers seeking the perfect gift.

Traveling for the holidays? Here are four episodes of our "Reimagining Retail" podcast for your listening pleasure.

Shoppers are more comfortable than ever using BNPL鈥攁nd not just during the holidays. Buy now, pay later (BNPL) volume will hit $18.5 billion this holiday season, with Cyber Monday alone accounting for just shy of $1 billion in spend, per Adobe. That鈥檚 27.6% more than BNPL holiday sales volume in 2022.

Streaming and theaters converge: Hybrid release strategies redefine holiday entertainment, with Amazon and Netflix building awareness through box office hits.

The holiday box office competes with the couch: Audiences are returning to theaters, but Netflix is offering blockbuster content.

But fraud still remained rampant across the holiday weekend, showing payment providers have more work to do to step up their protections

UK retail footfall declined in November as shoppers waited for Black Friday deals: Poor weather and subdued confidence also weighed on traffic, souring retailers鈥� holiday prospects.

The company used its two-sided network to capitalize on the holiday weekend

Consumers are exploring AI-driven shopping tools, but interest varies by application. Image-based item searches and holiday deal assistance are gaining traction, but trust issues and preferences for human customer service agents still pose challenges. Brands must ensure their AI tools address consumer needs, provide transparency, and enhance personalization to build trust and drive adoption.

Carriers keep hiking up shipping costs: Rates are up nearly 26% since 2021, and that鈥檚 before factoring in holiday surcharges that will further eat into retailers鈥� margins.

Amazon鈥檚 shoppable video ads faced first big test: Marketers watched their performance over the holiday weekend to mull bigger commitments.

Kohl鈥檚 is in trouble: The struggling department store hopes a new CEO will rescue it from a series of missteps that weighed heavily on its Q3 performance.

It鈥檚 a divergent retail environment: While Dick鈥檚 Sporting Goods and Abercrombie & Fitch expect shoppers to spend freely this holiday season, Best Buy鈥檚 sales were softer than expected.