ICUC

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.  

Winning the Holiday Dollar

ICUC INSIGHTS REPORT

How value, categories, social commerce and AI are reshaping holiday shopping in 2026.

Shoppers have started deciding differently  

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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.

  • Brand and social marketers deciding what to publish, and when to switch from relevance to conversion.

  • Content and creator leads choosing partners before the peak season bidding war.

  • Ecommerce and social commerce owners activating TikTok Shop, Instagram Shop and YouTube Shopping.

  • Insights and strategy teams who need the consumer voice behind the topline numbers.

Written for marketers building their holiday plan  

What happens during the holiday peak doesn’t start in November. The behaviors emerging now create the foundation for how consumers will discover, evaluate, and buy throughout the season. This report shows marketers what’s already taking shape and what to watch next.

ICUC tracks those shifts weekly through social listening, community management and moderation across 20+ platforms and 52+ languages, 24/7.

Get ahead of the holiday trends today

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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.

The holiday shopping journey is changing

72%

AI has become a mainstream shopping tool, and strong social buzz does not guarantee AI visibility. 

of consumers use platforms like ChatGPT, Claude or Gemini for gift and product ideas.  

68%

Early does not mean less deal driven. Shoppers research ahead, compare retailers, then wait for the right offer. 

shop early to avoid delays, and 57% shop year round for deals. 

71%

Discovery has fragmented across creators, social commerce, search and AI assistants. 

used search, social or AI for gift ideas last holiday season.

Built on real conversation on social media 

55.5K+

Public mentions analyzed in Brandwatch across Christmas shopping and holiday spending keywords 

24K+

TikTok and Instagram mentions collected through Apify and reviewed qualitatively 

3

AI platforms tested with identical gifting prompts: ChatGPT, Gemini and Perplexity 

8
months

January to August 2026, so you see the build, not just the peak