Circana: December retail sales reinforce the 2025 spending plateau
Overall, retail closed 2025 with 2% dollar growth and flat unit demand across all three segments.
Overall, retail closed 2025 with 2% dollar growth and flat unit demand across all three segments.
The Liquid Testing solution provides faster, more accurate measurements of pricing, promotions, product launches, and shelf changes, delivering insights in days instead of months.
Elevated prices are eroding consumers’ ability to spend on discretionary items, weakening holiday sales, even during crucial retail weeks.
While prestige remains the top in the category, mass fragrances are growing in popularity.
Despite recent economic shifts and changes in benefit payments, SNAP households remain a powerhouse consumer group for the CPG industry.
Consumer confidence stays weak, especially among low- and middle-income households, who are sharply cutting discretionary spending.
The enhancement offers clients an unmatched view of on-the-go consumption trends, providing a comprehensive look at perishable sales across U.S. convenience store chains.
The U.S. toy industry is gaining momentum before the holidays. January–September toy sales rose 7% according to Circana.
The spooky season is becoming a key driver for consumer engagement and cross-category sales.
'Invisible inflation' seen robbing consumers of their purchasing power.
To succeed in the “Aging Arc,” brands need to combine personalization, digital savviness, and genuine connection across different generations.
Circana’s Marshal Cohen says shoppers are reshaping retail seasons, requiring marketers to adapt ahead of the holiday period.
Circana experts will team up with industry partners to explore consumer and market shifts across confectionery, tobacco, dairy, deli, bakery, and marketing strategy.
“Even as many consumers grapple with higher credit card debt and read headlines about economic distress, they remain resilient,” writes Stuart Aitken.
“The slow start to the back-to-school season, and the early shifts in purchase behavior highlight the consumer’s current spending concerns.”
MMM will be integrated into Circana's Media team alongside the recently acquired NCSolutions (NCS).