{"id":248270,"date":"2025-12-23T22:14:08","date_gmt":"2025-12-23T22:14:08","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/248270\/"},"modified":"2025-12-23T22:14:08","modified_gmt":"2025-12-23T22:14:08","slug":"the-1-trillion-holiday-season-us-shoppers-make-history-amazon-com-nasdaqamzn","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/248270\/","title":{"rendered":"The $1 Trillion Holiday Season\u2014US Shoppers Make History &#8211; Amazon.com (NASDAQ:AMZN)"},"content":{"rendered":"<p class=\"block core-block\">For the first time in history, U.S. holiday spending is projected to surpass <a href=\"https:\/\/www.benzinga.com\/markets\/equities\/25\/12\/49569413\/stock-market-hours-this-week-christmas-2025-holiday-schedule\" target=\"_blank\" rel=\"nofollow noopener\">the $1 trillion milestone.\u00a0<\/a><\/p>\n<p class=\"block core-block\">Total sales for November and December 2025 are on track to reach between $1.01 trillion and $1.02 trillion, representing a <a href=\"https:\/\/www.benzinga.com\/trading-ideas\/long-ideas\/25\/12\/49563757\/exclusive-santa-rally-a-fun-little-indicator-but-tariff-ruling-will-define-2026-market-expert-says\" target=\"_blank\" rel=\"nofollow noopener\">year-over-year increase<\/a> of 3.7% to 4.2%, <a href=\"https:\/\/nrf.com\/media-center\/press-releases\/nrf-expects-holiday-sales-to-surpass-1-trillion-for-the-first-time-in-2025\" target=\"_blank\" rel=\"nofollow noopener\">according<\/a> to the National Retail Federation.\u00a0<\/p>\n<p class=\"block core-block\"><strong>Read Next: <\/strong><a href=\"https:\/\/www.benzinga.com\/markets\/equities\/25\/12\/49569413\/stock-market-hours-this-week-christmas-2025-holiday-schedule\" target=\"_blank\" rel=\"nofollow noopener\"><strong>Stock Market Hours This Week: Christmas 2025 Holiday Schedule\u00a0<\/strong><\/a><\/p>\n<p>Nominal Growth Trap<\/p>\n<p class=\"block core-block\">While the headline figure is historic, economists warn that these gains are largely \u201cnominal.\u201d<\/p>\n<p class=\"block core-block\">The surge is driven mostly by inflation and tariff-related price hikes and less by an increase in the volume of goods sold.\u00a0<\/p>\n<p class=\"block core-block\">With retail price inflation hovering around 2-3% and new trade policies inducing higher costs for imported toys and electronics, many consumers are paying more for the same or fewer items.<\/p>\n<p>K-Shaped Holiday<\/p>\n<p class=\"block core-block\">The season is characterized by a stark divide in consumer behavior:<\/p>\n<ul class=\"wp-block-list\">\n<li><strong>High-Income Resilience:<\/strong> Spending remains robust among affluent households, fueled by stock market gains and rising home equity.<\/li>\n<li><strong>Lower-Income Squeeze:<\/strong> Budget-conscious shoppers are showing a \u201cresilient caution.\u201d Rising credit card dependency and the expansion of Buy Now, Pay Later (BNPL) services suggest that many are stretching their budgets to the limit.<\/li>\n<\/ul>\n<p><strong>Performance of the Retail Titans<\/strong><\/p>\n<tr>\n<td><strong>Retailer<\/strong><\/td>\n<td><strong>Performance &amp; Outlook<\/strong><\/td>\n<\/tr>\n<tr>\n<td><strong>Walmart Inc. <\/strong><a href=\"https:\/\/www.benzinga.com\/quote\/WMT\" target=\"_blank\" class=\"ticker-link\" data-ticker=\"WMT\" data-exchange=\"NYSE\" rel=\"nofollow noopener\">(NYSE:<\/a><a class=\"ticker\" href=\"https:\/\/www.benzinga.com\/quote\/WMT\" rel=\"nofollow noopener\" target=\"_blank\">WMT<\/a>)<\/td>\n<td>The undisputed winner. Walmart&#8217;s \u201cvalue-plus\u201d strategy and AI-driven logistics have allowed it to capture market share from both high-end and low-end competitors.<\/td>\n<\/tr>\n<tr>\n<td><strong>Amazon.com, Inc. <\/strong><a href=\"https:\/\/www.benzinga.com\/quote\/AMZN\" target=\"_blank\" class=\"ticker-link\" data-ticker=\"AMZN\" data-exchange=\"NASDAQ\" rel=\"nofollow noopener\">(NASDAQ:<\/a><a class=\"ticker\" href=\"https:\/\/www.benzinga.com\/quote\/AMZN\" rel=\"nofollow noopener\" target=\"_blank\">AMZN<\/a>)<\/td>\n<td>Dominated the \u201cCyber Five\u201d with record digital sales. Amazon&#8217;s growth is bolstered by high-margin advertising and AI-integrated shopping agents.<\/td>\n<\/tr>\n<tr>\n<td><strong>Costco Wholesale Corp. <\/strong><a href=\"https:\/\/www.benzinga.com\/quote\/COST\" target=\"_blank\" class=\"ticker-link\" data-ticker=\"COST\" data-exchange=\"NASDAQ\" rel=\"nofollow noopener\">(NASDAQ:<\/a><a class=\"ticker\" href=\"https:\/\/www.benzinga.com\/quote\/COST\" rel=\"nofollow noopener\" target=\"_blank\">COST<\/a>)<\/td>\n<td>Remains a steady defensive growth play as members lean into bulk buying to mitigate the impact of inflation.<\/td>\n<\/tr>\n<tr>\n<td><strong>Target Corp. <\/strong><a href=\"https:\/\/www.benzinga.com\/quote\/TGT\" target=\"_blank\" class=\"ticker-link\" data-ticker=\"TGT\" data-exchange=\"NYSE\" rel=\"nofollow noopener\">(NYSE:<\/a><a class=\"ticker\" href=\"https:\/\/www.benzinga.com\/quote\/TGT\" rel=\"nofollow noopener\" target=\"_blank\">TGT<\/a>)<\/td>\n<td>Struggling to find its footing. Target has seen declining comparable store sales as it loses price-sensitive shoppers to Walmart and convenience seekers to Amazon.<\/td>\n<\/tr>\n<p class=\"block core-block\">Despite a record-breaking total, the 2025 season proves that while Americans are still willing to spend, they are doing so with surgical precision\u2014favoring value-driven giants over the shrinking middle market.<\/p>\n<p class=\"block core-block\"><strong>Read Next:\u00a0<\/strong><\/p>\n<p class=\"block core-block\">Photo: Shutterstock<\/p>\n<p><a class=\"text-sm my-4\" href=\"https:\/\/www.benzinga.com\/apis?utm_source=benzinga.com&amp;utm_campaign=article-bottom\" rel=\"noreferrer nofollow noopener\" target=\"_blank\">Market News and Data brought to you by Benzinga APIs<\/a><\/p>\n<p class=\"copyright\">\u00a9 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.<\/p>\n","protected":false},"excerpt":{"rendered":"For the first time in history, U.S. holiday spending is projected to surpass the $1 trillion milestone.\u00a0 Total&hellip;\n","protected":false},"author":2,"featured_media":248271,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[174],"tags":[79,19553,10750,5326,10752,5324,179,18,19,17,5323,121658,105804,129455,129456,129457],"class_list":{"0":"post-248270","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-economy","8":"tag-business","9":"tag-category-large-cap","10":"tag-category-long-ideas","11":"tag-category-news","12":"tag-category-trading-ideas","13":"tag-cms-wordpress","14":"tag-economy","15":"tag-eire","16":"tag-ie","17":"tag-ireland","18":"tag-pageisbzpro-bz","19":"tag-symbol-amzn","20":"tag-symbol-cost","21":"tag-symbol-tgt","22":"tag-symbol-wmt","23":"tag-tag-national-retail-foundation"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/115771190021293018","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/248270","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=248270"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/248270\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/248271"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=248270"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=248270"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=248270"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}