This Week in Retail #101

The Holiday Retail Reset: Price Sensitivity, AI Ambitions, and a New Playbook for Engagement

Hey Friends,

The 2025 holiday season is arriving under markedly different conditions than years past. Consumer sentiment is cautious, discretionary budgets are shrinking, and the pressure on retailers to create meaningful engagement — not just discounts — has never been higher. Across the retail landscape, companies are turning to technology, storytelling, and early promotions to navigate what’s shaping up to be a more selective spending season.