Expectations for Black Friday

The video discusses the impact of a shorter holiday season on shopping trends, highlighting the early start of retail sales due to Thanksgiving's timing. It explores the rise of omnichannel shopping, with consumers favoring both online and in-store experiences. The video also examines consumer confidence and spending behavior, noting a trend in self-gifting. Finally, it addresses the evolution of retail real estate, with traditional malls adapting to include multifamily and coworking spaces.

How does consumer confidence influence spending during the holiday season?

What changes are being observed in retail real estate and consumer preferences?