MediaTalk

How AI, Tariffs, Inflation will Impact Holiday Spending in 2025


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"MediaTalk" host Mike Reynolds delves into the dynamics of holiday spending for 2025, featuring insights from industry experts Zach Ciampa of 451 Research and Brian Scheid from Market Intelligence. As the holiday season approaches, what trends are emerging in consumer behavior? With an average spending forecast of $890.49 per person in the US, how will inflation and economic uncertainties shape this year's shopping habits?

Zach shares findings from 451's recent surveys, revealing a notable shift towards online shopping, where 50% of consumers plan to make their purchases digitally. Are consumers prioritizing convenience over traditional in-store experiences? Meanwhile, Brian highlights the complexities of inflation and the potential impact of tariffs on consumer spending. With the Fed's target for inflation set at 2%, how will rising costs affect holiday budgets?

As businesses prepare for the holiday rush, how can they adapt their strategies to meet evolving consumer expectations? Will AI-generated content enhance or hinder brand engagement this season? The episode also explores the ongoing debate around the use of AI in advertising — do consumers prefer authentic, human-driven marketing, or are they open to AI-generated content? Join us as we unpack these pressing questions and more.

More S&P Global content:

Generative AI shows rapid growth but yields mixed results

Featured experts:

Zach Ciampa - analyst at S&P Global Market Intelligence 451 Research

Brian Scheid - senior reporter on global markets at S&P Global Market Intelligence

Credits:

  • Host/Author: Mike Reynolds
  • Producer/Editor: Sarah James

www.spglobal.com

www.spglobal.com/market-intelligence

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MediaTalkBy S&P Global Market Intelligence

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