Bloomberg Daybreak: US Edition Daybreak Holiday: Black Friday Sales, Markets, Bitcoin and Antitrust
13 snips
Nov 27, 2025 Join Poonam Goyal and Lindsay Dutch, seasoned retail analysts at Bloomberg Intelligence, as they dissect Black Friday trends, focusing on resilient consumer spending and in-demand items like gaming and apparel. Scott Martin, Chief Investment Officer at Kingsview Wealth Management, offers insights into market volatility and highlights opportunities amid recent stock weakness. Jennifer Rhee, Antitrust Analyst, shares the latest on major tech antitrust cases, including Google and Meta, revealing how outcomes may shape the industry. A must-listen for holiday shoppers and investors!
AI Snips
Chapters
Transcript
Episode notes
Selective Holiday Resilience
- Consumers remain resilient heading into the holidays but are selectively price-conscious.
- Shoppers prioritize sought-after products, driving strength in sneakers, apparel, home, and electronics.
Toys Face Inventory Uncertainty
- Toy inventory decisions were delayed into Q4, creating uncertainty for 2026.
- Demand this year has skewed to adult collectibles rather than traditional kids' toys.
Plan For Moderate Discounts
- Expect discounts around 30–40% on average rather than deep clearance levels.
- Retailers will use targeted doorbusters to drive traffic while online sales outpace stores.