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US consumer spending hits fresh highs as holiday shopping season wraps up.
Between November and December 2025, online retail transactions reached $257.8 billion—a striking 6.8% jump year-over-year and marking the 6th consecutive annual surge. What's more telling? The number of days when daily spending crossed the $4 billion threshold climbed to 25, compared to just 18 in 2024.
That's a 39% spike in ultra-high-spending days alone.
The consistent upward trajectory in consumer activity, even amid uncertain macro conditions, signals persistent purchasing power and shifting retail behaviors. For those tracking economic indicators and market cycles, this sustained consumption growth reflects demand resilience—a backdrop worth monitoring as we head into 2026. Whether this momentum holds through Q1 will be key for broader market sentiment.