蘑菇AV

The data point: Household spending jumped 4.2% QoQ in Q4, up from 3.7% in Q3 and well above analysts鈥� 3.2% forecast, per the US Commerce Department. This marked the strongest gain since Q2 2023 and the first time since late 2021 that spending growth topped 3% for two consecutive quarters. Spending on goods was particularly strong, surging 6.6% QoQ, or 3.5% YoY.

Est茅e Lauder expects net sales to fall up to 12% this quarter: That exceeds the 6.8% decline analysts forecast and shows the need to adapt amid deep staff cuts.

US buy now, pay later (BNPL) user growth is slowing, plummeting from 97.0% in 2021 to just 4.1% in 2028, according to our forecast.

On today's podcast episode, we discuss why households with no pay-TV (traditional or digital) will be the majority and if livestream shopping in America can become habitual. Tune in to the conversation with Senior Director of Podcasts and host Marcus Johnson, Principal Forecasting Writer Ethan Cramer-Flood, and Senior Director of Forecasting Oscar Orozco. Listen everywhere and watch on YouTube and Spotify.

Our expanded retail and ecommerce forecast coverage now includes country-level breakouts for 66 nations around the world. North America, China, and Western Europe continue to drive global outcomes, but a total of 53 countries will have at least $1 billion in ecommerce sales.

Airlines expect robust travel demand in 2025: United and Alaska echoed Delta鈥檚 bullish forecast following record Q4 performances.

If you want to learn how to get insights like these delivered to your inbox every day, and get access to our data-driven forecasts, reports, and industry benchmarks, schedule a demo with our sales team.

US B2B ecommerce growth is outpacing B2B product and electronic sales growth鈥攂ut at a slow rate. Buyers鈥� preference for third-party marketplaces (e.g., Amazon Business) is fueling growth, pushing sellers to consider ecommerce solutions and third-party platforms to reach buyers and meet their procurement expectations.

The economy is trending in a positive direction: US consumer prices rose in December by less than forecast. We expect the Fed will stick with a wait-and-see approach.

US ecommerce sales rose 8.7% YoY to a record $241.1 billion, per Adobe鈥攏ot far off our projection of 9.0% ecommerce growth. Total holiday retail sales between November 1 and December 24 increased 3.8% YoY, per Mastercard SpendingPulse data. Excluding autos, in-store sales rose 2.9% YoY, compared with a more robust 6.7% jump in ecommerce sales. We expected holiday sales to grow 4.3% last year.