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Retail Holiday Newsletter

Retail Holiday Newsletter

Retailers preparing for the season can tap data and insights to stay competitive. Our annual series breaks down what’s driving our holiday shopping outlook—including monthly retail sales updates, pulse checks on consumer confidence, and trends—and outlines tips to help retailers weather the snowstorm.

2025

Agentic AI in Retail: How Autonomous Shopping Is Redefining the Customer Journey

As agentic AI transforms retail economics, industry leaders will compete for shoppers and agents alike.

China’s Global Push in Retail: What Executives Need to Know

Chinese e-commerce players are outgrowing their domestic market—as Singles Day 2025 is set to show.

2025 European Holiday Shopping Outlook

Can retailers in the UK, France, and Germany unwrap cheer amid uncertainty?

Retail Media: The Holiday Gift That Keeps On Giving

It’s the most lucrative time of the year. With holiday retail media spending surging, is your offering enough to earn you a piece of the pie?

Black Friday 2025 Sales Forecast

The weekend from Black Friday through Cyber Monday could see its highest share of holiday sales yet, Bain research shows.

Amazon Prime Big Deal Days 2025 Sales Forecast

Bain research shows it will be Amazon’s biggest October Prime sales event yet.

2025 Holiday Shopping Outlook

Bain forecasts healthy but below-average 4.0% growth in US retail sales this holiday. Four actions can help retailers stand out to shoppers.

Our 2025 Authors

Aaron Cheris Partner San Francisco

Stephanie Koszyk Practice Vice President Dallas

Kurt Grichel Partner Seattle

Darrell Rigby Partner Boston

2024

Personalization: AI for Retail Marketing Magic

Leading retailers are adopting AI-powered personalized marketing to better resonate with and win over shoppers.

2024 Holiday Shopping: Inside the Latest Retail Sales

US holiday sales growth surpassed expectations at 4.2%, despite macroeconomic headwinds.

Top 5 for 2025: Retailer Resolutions and Forecast for the New Year

Thriving in 2025 will require fresh strategies around emerging technologies, customer loyalty, operations, and adaptation.

Interview: Dr. Sebastian Walter and Dr. Boris Ewenstein of Otto Group

“To respond with relevance to customer signals, to master that art, is a big deal.”

Gen AI Can Help Retailers Defy China’s Economic Slowdown

This year’s Singles Day festival should herald a generative AI acceleration in Chinese retail.

Five Shopper-Led Strategies for the Holiday Season

Bain research shows that global consumers plan to spend less, shop more online, and wait until November to check off their gift list.

Black Friday 2024 Sales Forecast

Bain estimates that from Black Friday to Cyber Monday, US retail sales could reach a record-breaking $75 billion.

2024 Holiday Shopping Outlook

Bain forecasts a subaverage 3% growth in US retail sales this holiday season. By following five tips, retailers can still deliver joy.

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