Retailers Hit Holiday Expectations With a 4.1 Percent Sales Gain

US Holiday Spending Jumped in December, Signaling Consumer Strength Into 2026

American consumers closed out the holiday season with a strong December spending surge, adding to evidence that household demand remains resilient even as confidence surveys show lingering unease about the economy. Retail sales during the final two months of 2025 rose 4.1 percent from a year earlier, according to a Jan. 12 report from the National Retail Federation (NRF), pointing to total spending of just more than $1 trillion. Retail sales exc…

Retailers Hit Holiday Expectations With a 4.1 Percent Sales Gain

Retailers had a decent holIday season that got a lift from AI, BNPL, and consumer spending resilience.

US Retail Sales See Holiday Spike in December

US consumer spending surged in December as the holiday shopping season continued. Revenue improved 1.2% compared to November and 3.5% year on year, the National Retail Federation (NRF) said Monday. “December Retail Monitor data saw a sharp surge in growth as consumers continued prioritizing holiday spending on family and friends,” said NRF CEO Matthew Shay. “Continued economic momentum helped land 2025 holiday sales near the top of NRF’s forecas…

Retail Sales Saw Strong Growth in December

CNBC/NRF Retail Monitor’s December data shows strong holiday season spending.

December retail sales exceed expectations

Grocery and beverage store sales increased month over month