Holiday-driven spending offset soft spring and summer sales in 2025, lifting overall U.S. retail sales nearly 4%, according to Colliers Retail Market Intelligence. Despite stronger year-end totals, volume growth slowed below 1% as consumers leaned on promotions, credit, and discount channels to stretch spending amid economic caution.
Key Takeaways
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Seasonal surges sustained growth: Major shopping events like Prime Day and Black Friday compensated for midyear sluggishness.
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Value and deals dominated behavior: Heavy reliance on discounts and credit showed consumers remained engaged but cautious.
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Category performance diverged: Apparel and beauty led with strong gains, while department stores and home improvement categories lagged.
