Behind the Numbers: an EMARKETER Podcast artwork

What the 2025 Thanksgiving Period Told Us About This Year’s Holiday Shopping Season | Reimagining Retail

Behind the Numbers: an EMARKETER Podcast · with Zak Stambor and Rachel Wolff · December 10, 2025 · 19 min

Summary

The 2025 Thanksgiving shopping period revealed critical insights into the US consumer's spending habits and the tangible impact of AI on retail. This episode dissects surprising trends, discusses consumer fragility versus resilience, and analyzes how AI optimized everything from personalized experiences to inventory. Ecommerce operators will learn what worked, what didn't, and what lessons from Black Friday and Cyber Monday will shape the rest of the holiday shopping season and future retail strategies.

Key takeaways

Themes

retail & omnichannelai & automationanalytics & attribution

Topics covered

2025 thanksgiving shopping performancefragility of the us consumerai in holiday retailoptimizing retail operations with aiconsumer spending trendsblack friday and cyber monday insights

Episode description

On today's podcast episode, we discuss the Thanksgiving shopping season—what surprised us most, what it revealed about the fragility of the US consumer, and how much AI moved the needle for shoppers, and retailers. Listen to the discussion with Vice President of Content and host Suzy Davidkhanian, Senior Analyst Zak Stambor, and Analyst Rachel Wolff. To learn more about our research and get access to PRO+, go to EMARKETER.com Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode click here: https://www.emarketer.com/content/podcast-what-2025-thanksgiving-period-told-us-about-this-year-s-holiday-shopping-season-reimagining- © 2025 EMARKETER Campaigns take flight with Viasat Ads. Unlock access to over 250 million passengers annually across leading global airlines, with high-engagement ad formats and real-time delivery. Viasat Ads provides access to a verified audience in a captive environment, so your message reaches passengers when they are ready to engage. Join their journey with Viasat Ads.

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Frequently asked about this episode

What does this episode say about retail & omnichannel?
US consumer spending patterns during Thanksgiving 2025 indicated a potential "fragility," suggesting retailers need to prepare for cautious spending and potentially adjust promotional strategies.
What does this episode say about ai & automation?
Artificial intelligence (AI) significantly impacted both consumer experiences (personalization, product discovery) and retail operations (inventory, marketing optimization) during the holiday period.
What does this episode say about analytics & attribution?
Traditional promotional tactics may be losing effectiveness, requiring retailers to "reimagine retail" by adapting strategies to new consumer expectations and leveraging advanced technologies beyond just discounts.
What does this episode say about retail & omnichannel?
Early holiday shopping trends from the Thanksgiving period are crucial indicators for the entire Q4, so understanding these performance metrics is vital for forecasting and strategy adjustments.
What does this episode say about retail & omnichannel?
Retailers must deeply analyze data from peak shopping days like Black Friday and Cyber Monday to identify successful approaches and adapt to evolving consumer behaviors and economic conditions.

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