Skip to content
MarketScale
‹ Back to IndustriesRetail

Why the True Winners of This Holiday Season Are the Consumers

Online sales were up in 2022, and this year the United States broke sales records for both Black Friday and Cyber Monday. Consumers are continuing to spend and buy despite the coming recession that many experts are warning of. Lisa Miller believes that the true winners of this holiday season are the consumers who are…

This story was produced through MarketScale. See how Retail teams put it to work with Sales Enablement.

Share

Get featured

Want to get featured in MarketScale Retail?

Create a free MarketScale workspace and get your company's expertise featured across our Retail coverage. No credit card, no demo required.

Request an invite

Online sales were up in 2022, and this year the United States broke sales records for both Black Friday and Cyber Monday. Consumers are continuing to spend and buy despite the coming recession that many experts are warning of.

Lisa Miller believes that the true winners of this holiday season are the consumers who are taking advantage of the increased inventory and opportunities this year:

“So let’s take a quick look at how the Cyber Monday and Black Friday results panned out. The first thing is there were definitely records set both in-store and online this holiday season. So far from an in-store perspective, the traffic was actually up over 17%. So the unleashing of that pent-up holiday demand definitely came through.

Online sales were up to 9 billion, and that was up actually two points versus the prior year. So there’s definitely joy in the air this holiday season as consumers are trying to get back to some sort of normalcy. So when you say who’s the winner this holiday season, who are the winners and losers? The consumer is the winner this year, and the reason is that the opportunity to get back out shopping is such a fun holiday tradition for many consumers.

The inventory levels are better. The shipping concerns from last year are definitely seeming to be resolved. So at the end of the day, I think the consumer is the winner and we could all use a little bit of joy in our lives this year.”

Your experts belong here

Every story in MarketScale Retail starts with a company putting its merchandising leads, store operations teams, and category managers on the record. Buyers are already reading this topic. The only question is whose experts they find.

Category buyers trust operators, so your merchandising leads shorten the distance between first search and first call.

Get your team featuredSee how it works15 minutes, straight to a calendar.

Follow Retail Insights

Get new expert content in your inbox.

Retail: are you visible to AI?

Before they reach out, Retail buyers ask AI engines which vendors to trust. See how AI describes your company today, and where competitors show up instead.

Free workspace

You just read one Retail expert. Your company is full of them.

This article was produced through MarketScale. The same platform turns your merchandising leads, store operations teams, and category managers into the articles, video, and social content Retail buyers are searching for. Create a free workspace and see it with your own people. No credit card, no demo required.

NPS +73 · 1,000+ creators · 38+ countries

What you get, free

Your own MarketScale Studio workspace
One video edit a month, on us
AI writing, editing, and publishing tools
In-platform coaching to learn the system

More Retail Insights

Walmart’s 24% e-commerce jump is turning stores into same-day logistics nodes, and 30-minute delivery is now the new capacity test

Walmart’s 24% e-commerce jump is turning stores into same-day logistics nodes, and 30-minute delivery is now the new capacity test

Walmart's e-commerce segment has seen a 24% increase, leveraging physical stores as logistics nodes for same-day delivery. Currently, 70% of Walmart's online orders are delivered the same day or faster, underscoring the role of store operations in delivery efficiency.

  • 01Walmart's U.S. e-commerce grew 24% in fiscal Q2 2027, with store-fulfilled deliveries growing more than 40%.
  • 0270% of Walmart's online orders are delivered the same day or better.
  • 03With most orders already delivered same day or better, store labor and backroom layout may become the scalability constraint rather than the website.

Aug 24, 2026

Walmart’s e-commerce is past 23% of U.S. sales, and stores are being reworked into the fulfillment layer

Walmart’s e-commerce is past 23% of U.S. sales, and stores are being reworked into the fulfillment layer

Walmart's e-commerce sales in the U.S. have grown by 24% in the second quarter and currently constitute over 23% of the company's sales mix. The company is transforming its stores into a fulfillment layer to support this online growth.

  • 01Walmart's U.S. e-commerce sales now make up more than 23% of its sales mix.
  • 02Walmart's e-commerce growth was 24% in the second quarter.
  • 03Walmart is reworking its stores to function as a part of its fulfillment operations.

Aug 22, 2026

Walmart’s 24% e-commerce growth is forcing a store ops rewrite, even as stores still carry the volume

Walmart’s 24% e-commerce growth is forcing a store ops rewrite, even as stores still carry the volume

Walmart's e-commerce sales grew 24% year over year and now represent over 23% of Walmart U.S. segment sales, while overall comp sales grew 2.6% (3.4% excluding health and wellness). This shift challenges how quickly stores can adapt to become fulfillment centers while managing labor and inventory effectively.

  • 01Walmart's e-commerce sales have grown by 24% and now make up over 23% of Walmart U.S. segment sales.
  • 02Walmart U.S. comp sales grew 2.6% in Q2, or 3.4% excluding health and wellness, with softness attributed to drug pricing regulation.
  • 03Stores face the challenge of becoming fulfillment centers without disrupting labor and inventory management.

Aug 22, 2026

Explore More Retail Insights

Read more expert perspectives from across Retail.

Browse Retail Hub

For B2B teams

Your experts could be publishing here

Stories like this one run on content MarketScale captures from real practitioners. See how your team's expertise becomes coverage in Retail and beyond.

Book a 15-minute demo

Or call us. No forms required. We pick up. 214-945-2512