U.S. Retailers Anticipate Holiday Halo Effect This Season

Shoppers in a retail store during Black Friday sales

San Diego, November 29, 2025

U.S. retailers are closely monitoring Black Friday sales as the holiday season approaches, anticipating a ‘holiday halo effect’ that could uplift overall sales figures. Early indicators suggest a positive trend, with online sales on Thanksgiving Day hitting $8.6 billion, a 6% increase from the previous year. Despite economic uncertainties and supply chain challenges for smaller retailers, promotional campaigns by major retailers like Walmart and Amazon are aiming to entice consumers. The outlook remains cautiously optimistic for sustained consumer spending throughout the holiday season.


San Diego, CA – U.S. retailers are keeping a close watch on Black Friday sales as they gauge the impact of what has been termed a “holiday halo effect.” This phenomenon suggests that increased consumer spending during the holiday season can potentially boost overall sales figures. Early indicators for 2025 point towards a positive trend, even in the face of economic uncertainties.

On Thanksgiving Day, U.S. online sales climbed to $8.6 billion, representing a 6% increase from the previous year. By 2 p.m. ET on Black Friday, online spending had already surpassed $2.6 billion, an uptick of 5.8% compared to the same time in 2024. Retail experts project that online sales could hit between $11.7 billion and $11.9 billion on Black Friday, setting a new record for the day.

Retailers Launch Early Promotions

In anticipation of the holiday rush, many retailers have proactively launched early promotional campaigns aimed at enticing shoppers. Notable examples include Walmart, with a phased sales campaign running through December 1, and Amazon, which began its Black Friday deals on November 20. Other retailers such as Macy’s, Kohl’s, and Target have also rolled out early promotions featuring substantial discounts on popular items, from electronics to beauty products.

However, these early efforts have not been without challenges. The combination of elevated prices and a reduction in the number of bargains, partially attributed to tariffs, has caused consumers to exercise greater caution in their spending. The National Retail Federation has forecasted that average consumer spending during the holiday season will be $890.49, slightly lower than last year’s $902.

Supply Chain Disruptions Impact Small Retailers

These economic dynamics pose particular challenges for small U.S. retailers, which are dealing with supply chain disruptions due to fluctuating tariffs on Chinese imports. This has resulted in inventory shortages that could be especially detrimental during the crucial holiday season. As larger corporations manage to navigate these hurdles more effectively, the pressure on small businesses highlights the need for continued support and innovative solutions.

Community Resilience and Entrepreneurial Spirit

Despite facing these headwinds, the resilience of American entrepreneurs shines through. The ongoing adaptation to changing market conditions and the strategic pivot to e-commerce serve as testament to the innovative spirit that characterizes many local businesses. Encouragingly, community support for local retailers remains strong as consumers increasingly recognize the value of shopping local.

Outlook for the Holiday Season

While early indicators suggest a favorable holiday spending period, retailers must remain vigilant. Retailers are hoping that the anticipated “holiday halo effect” translates into sustained consumer spending throughout the season. With strategic planning and early promotional efforts, many anticipate a stronger finish to what has been a challenging year for retail.

In summary, while the early signs of consumer spending during Black Friday are promising, retailers are adjusting their strategies to tackle challenges head-on. The next few weeks will be critical, not only for retailers but for the broader economy as well.

Key Stock Information

  • Amazon.com Inc. – Current Price: $233.22, Change: $4.07 (0.02%)
  • Walmart Inc. – Current Price: $110.51, Change: $1.42 (0.01%)
  • Target Corp. – Current Price: $90.62, Change: $0.85 (0.01%)
  • Costco Wholesale Corp. – Current Price: $913.59, Change: $5.34 (0.01%)
  • Best Buy Co. Inc. – Current Price: $79.28, Change: -$1.67 (-0.02%)

Conclusion

In conclusion, the resilience of retailers against economic uncertainties is commendable. As we head deeper into the holiday season, it is essential for consumers to consider the importance of supporting local businesses. Continued consumer engagement plays a significant role in fostering a robust economy in San Diego and beyond, encouraging innovation and job creation.

FAQs

What is the “holiday halo effect”?

The “holiday halo effect” refers to the notion that increased consumer spending during the holiday season can boost overall sales figures.

What were the online sales figures for Thanksgiving Day 2025?

On Thanksgiving Day, U.S. online sales reached $8.6 billion, marking a 6% increase from the previous year.

What challenges are small retailers facing this holiday season?

Small retailers are facing supply chain disruptions due to fluctuating tariffs on Chinese imports, leading to inventory shortages.

What is the forecast for average consumer spending this holiday season?

The National Retail Federation forecasts that average consumer spending will be $890.49, slightly down from last year’s $902.

What are some promotional strategies retailers are using?

Retailers are launching early promotions to attract shoppers, such as Walmart’s phased sales campaign and Amazon’s early Black Friday deals.

Feature Description
Online Sales Thanksgiving Day $8.6 billion, up 6% from last year
Projected Black Friday Sales $11.7 billion to $11.9 billion
Average Spending Forecast $890.49, slightly down from $902
Promotional Strategies Early promotions by retailers like Walmart and Amazon
Challenges for Small Retailers Inventory shortages due to tariffs

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STAFF HERE SAN DIEGO WRITER
Author: STAFF HERE SAN DIEGO WRITER

The SAN DIEGO STAFF WRITER represents the experienced team at HERESanDiego.com, your go-to source for actionable local news and information in San Diego, San Diego County, and beyond. Specializing in "news you can use," we cover essential topics like product reviews for personal and business needs, local business directories, politics, real estate trends, neighborhood insights, and state news affecting the area—with deep expertise drawn from years of dedicated reporting and strong community input, including local press releases and business updates. We deliver top reporting on high-value events such as Comic-Con International, San Diego County Fair, and San Diego Pride Festival. Our coverage extends to key organizations like the San Diego Regional Chamber of Commerce and United Way of San Diego County, plus leading businesses in biotechnology, healthcare, and technology that power the local economy such as Qualcomm, Illumina, and Scripps Health. As part of the broader HERE network, including HEREAnaheim.com, HEREBeverlyHills.com, HERECostaMesa.com, HERECoronado.com, HEREHollywood.com, HEREHuntingtonBeach.com, HERELongBeach.com, HERELosAngeles.com, HEREMissionViejo.com, and HERESantaAna.com, we provide comprehensive, credible insights into California's dynamic landscape.

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