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Coca-Cola鈥檚 full throated embrace of generative AI: The company launched a series of holiday ads made with AI that could inspire others to follow suit.

This could further propel BNPL volume this holiday season as well as catapult merchants鈥� holiday volume.

A record number of people plan to shop over the Cyber Five: The NRF鈥檚 forecast dovetails with stronger-than-expected October sales, suggesting retailers have momentum heading into the holidays.

Walmart鈥檚 strong Q3 bodes well for its holiday performance: The retailer鈥檚 sales and profits beat expectations thanks to healthy ecommerce growth, more affluent shoppers, and recovering general merchandise sales.

Amazon, Best Buy, and Google will launch sales on November 21: The shorter-than-usual period between Thanksgiving and Christmas is driving retailers and brands to start their holiday pushes early.

Pinterest gets an Amazon bump, but the holiday is gray: A lower- than- expected Q4 forecast and heavy spending sent its stock tumbling.

Only 23% of younger shoppers plan to spend less this holiday season: That鈥檚 down from 31% last year as Gen Zers and millennials are eager to pull out their wallets.

Ahead of this year鈥檚 highly competitive holiday season, retailers like Dollar General, Neiman Marcus, and Amazon are releasing print versions of their holiday catalogs, focusing on curation, inspiration, and showcasing the best deals.

TikTok Shop leans on top brands, live shopping to boost holiday sales: The platform will feature exclusive products from brands like Benefit Cosmetics and celebrity-led livestreams alongside Cyber Five discounts.

Holiday travel demand is strong, United and Delta say鈥攅xcept for during the presidential election: Uncertainty is pushing some consumers to defer discretionary spending.

On today's podcast episode, we discuss whether the October Prime Day is actually a holiday event, how events around this time of year are changing how folks shop throughout the back half of the year, and what the disruptors are likely to be as we head into the holidays. Listen to the conversation with our analyst Sara Lebow as she hosts analysts Zak Stambor and Rachel Wolff.

The big picture: Even at the current lower rates, tariffs will result in fewer choices and higher prices for shoppers during the back-to-school and holiday periods.

According to a mid-May CNBC survey of freight and logistics providers, retailers, and consumer goods firms, 59% said they had not yet seen a restart in holiday orders following the trade war pause. Among those who had, just over half (53%) said the orders reflected full holiday volumes. That point was echoed in a recent Bank of America Institute report.

Chinese consumer spending dipped below pre-pandemic levels during Golden Week holiday: While there were some positive signs鈥攊ncluding higher daily spending鈥攕entiment remains subdued, which could bode ill for Singles Day.