Daily Trade News

4 ways shoppers have changed since the pandemic began


Shoppers ascend and descend an escalator at the Willow Grove Park Mall in Willow Grove, Pennsylvania, November 14, 2020.

Mark Makela | Reuters

As holiday shoppers gear up for celebrations, they’re preparing for a season that will look noticeably different than a year ago.

Big parties with family and friends. Bustling shopping centers. A trip to see Santa. Perhaps, even a warm-weather getaway. Consumers are seeing more of these holiday rituals as possible again. Nearly three out of every five Americans are vaccinated against Covid-19, and the pace of new coronavirus cases has fallen below the rate of the summer’s surge, giving people more confidence to return to their holiday traditions.

Still, not everything will go back to the way it was before Covid struck.

Shoppers have formed new habits, and new anxieties have emerged. Factory shutdowns, congested ports and labor shortages may mean the selection of gifts may be limited and consumers could easily miss out on a hoped for toy or gift. Prices could prompt some sticker shock, too.

Consumers will likely nimbly shift between shopping online and in stores, and take full advantage of methods like curbside pickup. (Though this holiday, convenience — not crowd avoidance — will drive the decision.) Stores have largely ditched layaway, but other ways have emerged for cash-strapped consumers to finance their holiday purchases.

“Black Friday is going to be like none other,” Macy’s CEO Jeff Gennette told analysts on an earnings call Thursday. “We are closed on Thanksgiving day, which is a big change from where we were in 2019. But we expect our digital business to track very strongly all the day through the holiday … and we are ready for all of the expected traffic that’s going to start [in stores] at 6:00 a.m. the day after Thanksgiving.”

Here’s a closer look at some of the ways that this holiday season is expected to look different than ones of the past:

Slowing e-commerce growth

Holiday e-commerce sales have grown by at least a mid-teens clip from the year prior for as long as Adobe Analytics has been keeping tabs. This year, that’s poised to change.

Online sales in the United States are projected to rise 10% to $207 billion, according to Adobe’s digital economy index. That’s after a massive pandemic-driven runup of 33% last year. Adobe has been tracking more than 100 million products online across 18 product categories on the internet.

“There are a lot of macroeconomic factors at play here … that could push consumers to oscillate between purchasing things online to offline,” said Vivek Pandya, lead analyst at Adobe Digital Insights.

Stories about the supply chain and backlogged ports are likely contributing to more people shopping in stores rather than online, when possible, he said. And after an unprecedented surge in e-commerce spending last holiday season, it was likely that the growth was going to slow, Pandya added. Still, Adobe predicts this will be the first holiday where online spending will…



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4 ways shoppers have changed since the pandemic began