We analyzed 55.5K+ public mentions plus 24K+ TikTok and Instagram posts between January and August 2026 to map where the holiday dollar is actually being decided, and what that means for the brands trying to win it.
ICUC INSIGHTS REPORT
The holiday spending environment
How affordability is reshaping participation, and the two distinct mindsets showing up in the K-shaped economy.
How shopping behavior is changing
From early discovery to deal watching to the four-stage journey that turns consideration to purchase.
Where is the holiday budget going
The five gift drivers, ranked, and full category is shifting from 2025.
How social, creators and AI shape discovery
Where consumers are finding inspiration and what testing across ChatGPT, Gemini and Perplexity revealed.
What ultimately wins the holiday dollar
Four conclusions for marketers and the signals ICUC will continue tracking through Christmas.
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Economic pressure isn’t shrinking the holiday. It’s producing a more intentional shopper who expects every dollar to work harder, and who has more places to shop than ever before.