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Holiday Shoppers Show Deal Fatigue
13 Dec, 2025
Summary
- Black Friday retail sales increased 4% year-over-year, but lagged inflation.
- Consumers showed signs of deal fatigue despite widespread discounts.
- Average selling prices rose 7%, while order volumes decreased 1%.
As the holiday season unfolds, a sense of deal fatigue appears to be settling in among consumers. Initial reports from the recent Black Friday weekend indicate that while retail sales saw a 4% year-over-year rise, this growth was largely tempered by inflation, suggesting a flat consumer spending environment.
Further analysis reveals a mixed picture for retailers. Average selling prices experienced a notable increase of 7% compared to the previous year. However, this rise was accompanied by a 1% dip in order volumes, signaling that consumers may be buying fewer items or opting for more expensive ones.
