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Retail predictions
Posted on 11/23/25 at 9:19 am
Posted on 11/23/25 at 9:19 am
Do you think or feel based on current personal and overall economic conditions that the end of year Christmas/Thanksgiving retail purchases will be in sharp decline compared to previous years? I just dont feel inclined to do much buying
This post was edited on 11/23/25 at 9:19 am
Posted on 11/23/25 at 9:47 am to LChama
I think you’ll see both total spending, where people are shopping and what they are buying change a bit.
I think people are going to spend much less. In fact; I won’t believe any data point that suggests otherwise.
Credit card debt is through the roof, the economy is tight and many people are barely scraping by. The discretionary spending just won’t be there as people don’t feel like they have money.
Which will force them to spend at places like Wal-Mart or online deal hunting. So I think budget retailers like Wal-Mart will see strong numbers. Amazon may as well. More upscale type retailers will not see these same sort of sales, is my guess. People will be value hunting.
I think this years shopping will be very utilitarian. Life’s essentials and simple luxuries. Clothing, kitchenware, and restaurant/retail gift cards. I don’t see big ticket items like televisions or high end electronics doing well.
I think the retailers see this coming too. I’m not seeing the usual seasonal hiring common this time of year.
I think people are going to spend much less. In fact; I won’t believe any data point that suggests otherwise.
Credit card debt is through the roof, the economy is tight and many people are barely scraping by. The discretionary spending just won’t be there as people don’t feel like they have money.
Which will force them to spend at places like Wal-Mart or online deal hunting. So I think budget retailers like Wal-Mart will see strong numbers. Amazon may as well. More upscale type retailers will not see these same sort of sales, is my guess. People will be value hunting.
I think this years shopping will be very utilitarian. Life’s essentials and simple luxuries. Clothing, kitchenware, and restaurant/retail gift cards. I don’t see big ticket items like televisions or high end electronics doing well.
I think the retailers see this coming too. I’m not seeing the usual seasonal hiring common this time of year.
Posted on 11/23/25 at 1:46 pm to LChama
I think sales will be up low single digits. Shoppers will be more value focused.
I’m sure after the last 2 weeks we all feel less wealthy since stock market has been taking it in the bottoms.
I never bet against the American consumer. People will shop and find a way to do so.
I’m sure after the last 2 weeks we all feel less wealthy since stock market has been taking it in the bottoms.
I never bet against the American consumer. People will shop and find a way to do so.
Posted on 11/23/25 at 4:48 pm to LChama
Several segments on this last week on CNBC
Some speculated that we’d see no drop off in present buying but would see a drop in decorations purchase.
Other speculated that we’d see a decline in all retail
Pay attention to Black Friday sales
Some speculated that we’d see no drop off in present buying but would see a drop in decorations purchase.
Other speculated that we’d see a decline in all retail
Pay attention to Black Friday sales
Posted on 11/23/25 at 6:02 pm to LChama
Honestly whatever the media is dooming about is almost always overblown.
Yes, prices are a problem, but inflation is undoubtedly not as bad as a few years ago, when their was significantly less doom & gloom being blasted across all media platforms.
Yes, prices are a problem, but inflation is undoubtedly not as bad as a few years ago, when their was significantly less doom & gloom being blasted across all media platforms.
Posted on 11/23/25 at 7:53 pm to DB_tiger
quote:
but inflation is undoubtedly not as bad as a few years ago, when their was significantly less doom & gloom being blasted across all media platforms.
The dollar is constantly devalued, and is ALWAYS decreasing.
If we accept that above as fact, which it is, then your statement is false, which it is.
Posted on 11/23/25 at 9:21 pm to wiltznucs
quote:
I think people are going to spend much less. In fact; I won’t believe any data point that suggests otherwise.
Consumer sentiment has been in the shitter for some time, yet consumer spending still chugs along.
quote:
Credit card debt is through the roof
Credit card debt is higher today than it was yesterday, and this has been the case for the past 12 years. Adjusted for inflation, non-household debt is lower today than it was in 2008/2009.
I'm not totally poo-pooing your whole post or picking on you, because I do think the middle class on downwards are struggling, but I do want to point out what we feel is going to happen and what actually happens in regards to consumer spending are rarely the same. Americans like stuff, and Santa's elves are still working a shite-ton of overtime.
Posted on 11/24/25 at 9:00 am to DB_tiger
quote:
Yes, prices are a problem, but inflation is undoubtedly not as bad as a few years ago, when their was significantly less doom & gloom being blasted across all media platforms.
Less doom and gloom being blasted on media platforms? For all four years of Biden #MAGA acted like they couldn’t afford milk and bread while showing pictures of their international vacations.
Posted on 11/24/25 at 9:29 am to BottomlandBrew
quote:
Consumer sentiment has been in the shitter for some time, yet consumer spending still chugs along.
I tend to believe people are just growing more and more pessimistic across the board. Too much media in our lives for most people would be my guess. Too much overthinking.
Posted on 11/24/25 at 11:12 am to theballguy
quote:
growing more and more pessimistic across the board
Since when has this stopped women from spending money?
I do find it odd that they crave pumpkin spice being rolled out in late September, and start throwing up Xmas decorations the day after Halloween, but will refuse to shop until the last minute.
Posted on 11/24/25 at 11:41 am to LChama
It’ll be a large decline. Retailers are headed for a disaster.
Posted on 11/24/25 at 11:49 am to LemmyLives
quote:
Since when has this stopped women from spending money?
I'm saying pessimism on the economy isn't the indicator it once was. At least for now.
This post was edited on 11/24/25 at 11:50 am
Posted on 11/25/25 at 7:24 am to LChama
Retailers like Kohls and Abercrombie blowing earnings out of the water this AM
Posted on 11/25/25 at 7:31 am to Upperdecker
Wives and daughters dont care 
Posted on 11/25/25 at 11:41 am to LChama
quote:
Wives and daughters dont care
This.
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