#consumer-spending

#consumer-spending

Slower job growth. Just look at the November employment report - very soft if you average the last couple of months. But real earnings growth, average hourly earnings growth, up 3.7% on a year-on-year basis. And that helps to weather a little bit of this inflation pressure that we are feeling right now. And I think that's the true storyline.

Boxing Day sales are expected to deliver a £3.6 billion boost to UK retailers this year, around £1 billion less than in 2024, as cost-of-living pressures continue to weigh on household spending. The forecast comes from Barclays, which tracks nearly half of all credit and debit card transactions across the UK. The anticipated decline represents a blow to retailers during their all-important "golden quarter", traditionally the most lucrative period of the year.

US real gross domestic product rose at an annualized rate of 4.3% in the third quarter, exceeding the 3.3% expected and more than the 3.8% growth in the second quarter. "The increase in real GDP in the third quarter reflected increases in consumer spending, exports, and government spending that were partly offset by a decrease in investment," the Bureau of Economic Analysis said.

After years of wartime splurging, Russian shoppers are tightening their grip on their wallets - a shift that hints at growing stress in the country's economy. Growth in consumer spending has weakened across most regions, the Central Bank of Russia said in a report published Wednesday. In October and November, demand softened even as unemployment remained near historic lows and inflation expectations ticked higher.

The research by the non-profit group Material Focus found about 1.7bn was spent last year on Christmas lighting, including 39m sets of fairy lights. Consumers bought a further 28m light-up items such as garlands, wreaths, stars and snow globes, along with 23m light-up figures and characters and 16m pre-lit Christmas trees.

Deals promoted as some of the best of the holiday season are expected to keep people across the United States glued to their computers and smartphones as the post-Thanksgiving shopping marathon wraps up on Cyber Monday.It's no secret that buying things online is now a staple of many people's everyday routines. And year after year, those purchases mount during the gift-giving holiday rush.

The figures suggest that Americans are increasingly wary of high costs and sluggish job gains, with perceptions of the labor market worsening, the survey found. Declining confidence could pose political problems for Trump and Republicans in Congress, as the dimmer views of the economy were seen among all political affiliations and were particularly sharp among independents, the Conference Board said.

On one end of the spectrum are glittering ads featuring the likes of Mariah Carey encouraging shoppers to splurge on beauty and influencers unboxing beauty advent calendars worth thousands of dollars. On the other are brands urging consumers to slow down, buy less or opt out of the frenzy entirely. To large audiences, some of the more ostentatious ads have come across as tone deaf in a season where news has centred around people missing paychecks and food assistance benefits.

The narrative surrounding the "resilient U.S. consumer," which has been a major upside surprise in 2025, is now facing significant headwinds, according to the Global Investment Committee (GIC) at Morgan Stanley Wealth Management. While consumer spending has maintained a steady nominal growth rate of 5% to 6%, underpinning a bullish outlook for US equities in 2026, the GIC is expressing caution. Lisa Shalett, chief investment officer and head of the GIC, warned that although the broader macroeconomic picture remains cautiously optimistic, the "K-shaped" economy demands greater scrutiny.

Karen Betts, Chief Executive of the Food & Drink Federation (FDF) said there is a shift in shoppers habits as people are tightening their belts and are not continuing with their normal festive shopping habits. Betts told the i, "I think what we're seeing... is that where people are buying those items now, they tend to be within their same basket spend, so not as an add-on to a basket that they would otherwise have bought."

UK economic growth slowed sharply in the third quarter, rising just 0.1% between July and September, as a steep fall in car production and subdued consumer spending weighed on activity ahead of the Chancellor's Budget later this month. The figure, published by the Office for National Statistics, came in below analysts' expectations of 0.2% and marks a clear slowdown from the 0.3% growth recorded between April and June and the 0.7% expansion at the start of the year.

Research firm Ampere Analysis tracked data from January 2024 to September 2025, looking at 42 re-releases (specifically, 15 remakes and 27 remasters). These releases accumulated 72.4 million players across Xbox, PlayStation, and Steam, with consumers spending $1.4 billion from purchasing these games and related in-game monetisation. Overall, the average remake produced 2.2 times the amount of consumer spending as remasters did during that time frame.

New insights from global data and technology company, Experian, and Reward, global leader in customer engagement and commerce media, show that Black Friday has transformed from a single day into a season-long shopping event, with Brits now favouring experiences, wellbeing, and value-led purchases over traditional retail spending. By analysing year-to-date spending patterns alongside 'Golden Quarter' data from 2024, the research offers valuable insight into how people are likely to approach this year's peak festive shopping season.