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Retail Holiday Newsletter

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.

By Stephen Caine, Aaron Cheris, Sarah Irizarry, Darrell Rigby, and Suzanne Tager

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Unwrap Value for the Holidays and Beyond: A Retailer’s Pricing Guide
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How We Can Help: Pricing and Promotions
  • Notes

    PPI for food is weighted average PPI of finished consumer foods.

    Average annual retail operating margins are EBIT divided by revenue using the composite of quarterly data for 110 retailers headquartered in the US or with products sold in the US; first half of 2023 excludes 5 companies that didn’t have second-quarter data at the time of analysis.

    Holiday season is November and December; grocery and health & beauty promotions include in-store and nonstore; clothing & accessories and home furnishing & improvement promotions are nonstore (e-commerce); promotion depth and breadth analysis excludes SKUs where price change from prior period is more than 200% or less than 50%, or discount is more than 85%.

About our research partners

Flywheel Digital helps consumer brands to grow faster, smarter, and more efficiently with a suite of digital commerce solutions, purpose-built to accelerate growth. For more information about Flywheel Digital, visit flywheeldigital.com.

NIQ is a global information services company that delivers a connected, complete, and actionable understanding of the evolving global, omnichannel consumer. NIQ's data, connected insights, and predictive analytics optimize the performance of consumer packaged goods (CPG) and retail companies around the world. NIQ operates in more than 90 markets, covering more than 90% of the world's population. For more information, visit niq.com. 

The S&P Capital IQ Pro platform, an offering of S&P Global Market Intelligence, is a single source for a powerful array of financial data, analytics, and research. The web-based platform combines deep information on companies, markets, and people worldwide with robust tools for analysis, idea generation, and workflow management. Learn more at spglobal.com.

Related

2023 Holiday Shopping: Inside the Latest Retail Sales

Year-over-year US sales grew roughly in line with our expectations this holiday season.
Authors
  • Headshot of Stephen Caine
    Partner, Chicago
  • Partner, San Francisco
  • Associate Partner, Houston
  • Partner, Boston
  • Chief of Staff to the Worldwide Managing Partner, New York
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