Holiday shoppers pay up as promotions fade: SW Retail’s Stacey Widlitz

Stacey Widlitz (President) 00:00.310

so we cover sixty companies and we look at european discounts as well as US discounts and i can tell you overwhelmingly that discounts are flat to down they're not only the headline promotions are down that fifty percent off versus up to fifty percent off all that has changed

Stacey Widlitz (President) 00:18.030

for the better and in addition we're seeing the percentage of inventory that we look at on on sale and on clearance that percentage is also down year over year we're also seeing coming out of Q three the majority of retailers and brands had very lean inventory they've been

Stacey Widlitz (President) 00:36.510

holding things very tight and also they've been running through inventory that they ordered really early pre tariffs so that looks good going into Q one however once the replenishment comes in when the tariffs really hit in Q one and Q two that inventory is going to be more

Stacey Widlitz (President) 00:54.270

expensive so we're exiting the year clean and also obviously this signals that the consumer is willing to pay full price when there's something out there they want otherwise these retailers would be hitting those promotional buttons we would see more of that