The Fox News Rundown Evening Edition: How Inflation Could Impact Holiday Shoppers This Season
Nov 3, 2025
Gerald Storch, Founder and CEO of Storch Advisors and former CEO of Toys “R” Us, shares insights on the holiday shopping landscape. He reveals why retailers are starting sales earlier and predicts a robust season despite inflation and consumer debt. Storch discusses how tariffs impact pricing, particularly in apparel, and highlights the growth of private labels as shoppers seek value. He underscores the revival of in-store experiences and notes major chains like Walmart and Costco are winning by focusing on affordability.
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Earlier Holiday Seasons Shift Share
- Retailers now spread holiday promotions earlier, so Black Friday arrives after many purchases are made.
- Gerald Storch says earlier starts decide who wins market share rather than expand total seasonal spending.
Consumer Spending Shows Resilience
- Overall retail sales have held up year-to-date, suggesting resilience despite consumer stress stories.
- Storch expects credit issues will be addressed after the holidays, not derail this season's spending.
Tariffs Spurred Early Inventory Rush
- Retailers timed inventory buys around tariff uncertainty and many rushed stock into the U.S. after rates stabilized.
- Gerald Storch believes there is plenty of inventory and expects a strong season despite earlier tariff worries.