Holiday 2026 retail sales will break into 13 digits at $1,016 billion, according to Bain & Company, driven by inflation and unit growth for a 4.5% gain over 2025 as several macro tailwinds lift sales amid ongoing consumer caution. The recent report pointed to a 5.3% retail sales gain for July, double-digit market gains boosting the upper-income cohort’s spending, and higher tax refunds as factors buoying the outlook. That should be further bolstered by several retailers’ plans to pass tariff refunds along to consumers through seasonal price cuts, offsetting a less ... Log in to view full article.