As Retailers Offered Holiday Discounts, Shoppers Showed Up

Published On Dec 26, 2024, 7:00 AM

According to Mastercard SpendingPulse, total spending from November 1 to December 24 increased by 3.8% this year, surpassing forecasts. Online sales rose even more sharply by 6.7%, highlighting consumer interest despite inflation worries. Retailers utilized aggressive discounts to stimulate consumer spending, indicating a possible shift in buying behaviors resulting from economic constraints. The last five days of the holiday shopping period accounted for a significant 10% of total sales, revealing a concentrated effort to utilize discounts for holiday gifting.

Stock Forecasts

AMZN

Positive

The solid growth in holiday spending, particularly in online sales, suggests a recovery in consumer confidence and potentially benefiting retailers. Companies that successfully leveraged promotions may continue to perform well as they adjust strategies to attract cost-conscious shoppers.

WMT

Negative

As inflation pressures persist and there is uncertainty about future consumer spending without discounts, traditional retailers may struggle to maintain growth rates without ongoing promotions. This could lead to slowed growth for companies that heavily relied on holiday discounts, impacting their stock performance negatively.

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