The 2022 US holiday season outlook is surprisingly strong amid inflation and economic uncertainty, but revenue growth will be easier to come by than profits.
The 2022 holiday season is shaping up better than the negative headlines would seem to dictate, as consumer spending remains strong at brick-and-mortar and shows renewed vigor in the ecommerce channel. But elevated supply chain and shipping challenges, inventory markdowns, and marketing costs will strain retailers to deliver profits.
WHAT’S IN THIS REPORT? Our forecast for US holiday season spending for retail, ecommerce, and key shopping days, plus analysis of category and retailer expectations.
KEY STAT: Cyber Monday and Black Friday will approach $12 billion and $10 billion in ecommerce sales, respectively, to rank as the top online spending days of the 2022 holiday season—despite low single-digit growth rates.
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Table of Contents
Executive Summary
Key Takeaways
Holiday 2022 Outlook
Key Shopping Days and Consumer Behaviors
Disruptive Forces Dictate Consumer Spending Outlook
Winners and Losers: Product Categories and Retailers
Vice President and General Manager, Product Lifecycle Cloud
Interviewed September 14, 2022
Satish Jindel
ShipMatrix
President
Interviewed September 27, 2022
Kiri Masters
Bobsled Marketing
Founder
Interviewed September 23, 2022
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