With two months to Christmas, here's what retail leaders expect for holiday shopping

Market Intelligence Analysis

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Why This Matters

Retail leaders are expecting a cautious holiday shopping season, with some consumers trading down or pulling back on spending, particularly at Kohl's and Academy Sports and Outdoors.

Market Impact

Market impact analysis based on bearish sentiment with 70% confidence.

Sentiment
Bearish
AI Confidence
70%

Article Context

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Kohl's and Academy Sports and Outdoors are among the retailers seeing consumers trade down or pull back.

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Summary

Retail leaders are expecting a cautious holiday shopping season, with some consumers trading down or pulling back on spending, particularly at Kohl's and Academy Sports and Outdoors.

Market Impact

Market impact analysis based on bearish sentiment with 70% confidence.

Original article published by CNBC on October 24, 2025.
Analysis and insights provided by AnalystMarkets AI.