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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.

2023

How to Build Enduring Value in Retail

Winners demonstrate that creating value for all stakeholders, not only investors, makes solid business sense.

2023 Holiday Shopping: Inside the Latest Retail Sales

Year-over-year US sales grew roughly in line with our expectations this holiday season.

Unwrap Value for the Holidays and Beyond: A Retailer’s Pricing Guide

After recent inflation and supply chain shocks, early signs suggest that US retailers are tuning their pricing models for the holidays.

China’s Singles Day 2023: Win the Head and the Heart with Value and Entertainment

Economic headwinds and livestreamed e-commerce are raising the bar for this year’s festival—and beyond.

See previous years

Our 2023 Authors

Aaron Cheris Partner San Francisco

Stephanie Koszyk Practice Director Toronto

Sarah Irizarry Associate Partner Houston

Darrell Rigby Partner Boston

Suzanne Tager Chief of Staff to the Worldwide Managing Partner New York

2022

Holiday Recap: Why Retailers Need an Ecosystem Strategy in an Amazon World

Not every retailer can build an Amazon-style ecosystem. But every retailer needs its own effective approach in the new year.

2022 Holiday Shopping: Inside the Latest Retail Sales

US retail sales slowed again in December, contributing to muted holiday growth.

A Wish List for Retailers’ Holiday Supply Chains

Leading retailers will rely on four universal truths to overcome overstocked inventory, rising shipping costs, and excessive returns in the new year.

How Retailers and Shoppers Are Weathering Holiday Inflation

Strategic pricing and focused promotions will benefit retailers and consumers alike.

China’s Singles Day 2022: Loyalty’s a Better Goal than RMB 1 Trillion Sales

As the November shopping festival nears a revenue milestone, retailers should look beyond discounting.

Will Amazon Deliver Its Usual Holiday Growth?

Bain forecasts Amazon will capture 39% of the estimated $327 billion in fourth-quarter US e-commerce spending.

2022 Holiday Shopping Outlook

Bain forecasts 7.5% nominal growth in US holiday retail sales. Six tips can help retailers capture their fair share this season and beyond.

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