{"id":4107,"date":"2025-09-03T11:00:00","date_gmt":"2025-09-03T11:00:00","guid":{"rendered":"https:\/\/www.rithum.com\/?p=4107"},"modified":"2026-03-02T16:45:22","modified_gmt":"2026-03-02T16:45:22","slug":"early-starts-tight-wallets-what-back-to-school-signals-for-the-holiday-season","status":"publish","type":"post","link":"https:\/\/www.rithum.com\/blog\/early-starts-tight-wallets-what-back-to-school-signals-for-the-holiday-season\/","title":{"rendered":"Back-to-school shopping trends signal earlier, budget-conscious holiday buying"},"content":{"rendered":"<span class=\"span-reading-time rt-reading-time\" style=\"display: block;\"><span class=\"rt-label rt-prefix\">Reading Time: <\/span> <span class=\"rt-time\"> 3<\/span> <span class=\"rt-label rt-postfix\">minutes<\/span><\/span>\n<p>Back-to-school (BTS) shoppers started earlier, spent more cautiously, and favored targeted value over blanket discounts. Back-to-school shopping was a stress test for holiday readiness. Here\u2019s what the data tells us, and how to respond.\u00a0<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-back-to-school-sales-what-changed-and-why-it-matters\">Back-to-school sales: what changed and why it matters\u00a0<\/h2>\n\n\n\n<p>BTS shopping kicked off early this year, with 67% of K-12 and college shoppers already starting shopping by early July\u2014the biggest early start since <a href=\"https:\/\/nrf.com\/media-center\/press-releases\/back-to-school-season-begins-early-for-majority-of-shoppers\" target=\"_blank\" rel=\"noreferrer noopener\">NRF began tracking the back to school<\/a> season. Tariff-related price increases were a big driver, with half saying they moved faster into buy mode to avoid those hits.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Families <a href=\"https:\/\/nrf.com\/media-center\/press-releases\/back-to-school-season-begins-early-for-majority-of-shoppers\" target=\"_blank\" rel=\"noreferrer noopener\">planned to spend $858<\/a> on average for K-12 (down from 2024), but total K-12 spend prediction ticked up to $39.4B, signaling more shopping despite tighter wallets. This might be because there\u2019s not a ton of choice: if your kid needs new shoes for school, it\u2019s not a discretionary purchase (vs. the holiday season, when gifts are not thought of as the same level of necessity). Online remains the top choice for <a href=\"https:\/\/nrf.com\/media-center\/press-releases\/back-to-school-season-begins-early-for-majority-of-shoppers\" target=\"_blank\" rel=\"noreferrer noopener\">55% of consumers<\/a>, with discount stores getting more traction as shoppers looked for value over loyalty.&nbsp;&nbsp;<\/p>\n\n\n\n<p><a href=\"https:\/\/wwmt.com\/news\/local\/back-school-shopping-consumers-spending-cost-living-sales-deal-hunting-prices-inflation-tariffs-financial-uncertainty-western-michigan-economy\" target=\"_blank\" rel=\"noreferrer noopener\">Households are distinguishing \u201cneed\u201d vs. \u201cwant,\u201d<\/a> more than ever, expecting uneven price increases as tariffs and cost-of-living costs roll through the commerce world. More deal hunting, more shop-hopping, and more comparison across big events is the norm.&nbsp;&nbsp;<\/p>\n\n\n\n<p>These patterns\u2014early research, cart building, and channel switching\u2014mirror what we saw over the big summer sales events, and <a href=\"https:\/\/www.rithum.com\/blog\/preparing-for-2025s-peak-sales-events-a-strategic-guide-for-brands-and-retailers\/\" target=\"_blank\" rel=\"noreferrer noopener\">what we told you to prepare<\/a> beforehand.&nbsp;<\/p>\n\n\n\n<p>That discretion has also affected buy-now-pay-later (BNPL) usage, which is rising into late summer. Consumers spent <a href=\"https:\/\/business.adobe.com\/resources\/digital-economy-index.html\" target=\"_blank\" rel=\"noreferrer noopener\">$7.8 billion via BNPL in July, up 16.6% yoy<\/a>, a clear signal for Q4 budgets, according to Adobe Business.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-differences-in-2025-back-to-school-shopping\">Key differences in 2025 back-to-school shopping<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Earlier start and longer purchase window.<\/strong> Families chipped away at lists during July events like Prime Day and Walmart Deals, then paused to wait for district lists and late-season apparel decisions, <a href=\"https:\/\/nrf.com\/media-center\/press-releases\/back-to-school-season-begins-early-for-majority-of-shoppers\">according to NRF<\/a>.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Targeted value offers beat blanket discounts.<\/strong> <a href=\"https:\/\/wwmt.com\/news\/local\/back-school-shopping-consumers-spending-cost-living-sales-deal-hunting-prices-inflation-tariffs-financial-uncertainty-western-michigan-economy\">Shoppers respond to relevance<\/a> (bundles, student perks, durability claims) as much as raw price. Deep, across-the-board cuts aren\u2019t necessary to win the cart.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Cross-channel comparison is the default<\/strong>. Pricing parity and <a href=\"https:\/\/nrf.com\/media-center\/press-releases\/back-to-school-season-begins-early-for-majority-of-shoppers\">clean content matter<\/a> more than ever to prevent abandonment.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-we-re-seeing-in-market-nbsp-nbsp\">What we\u2019re seeing in-market&nbsp;&nbsp;<\/h2>\n\n\n\n<p>Several leading retailers we work with rode out BTS seasonality with no major promotions, and still saw strong demand. For most companies we\u2019re working with who rely on BTS sales, they\u2019ve had little paid push but are still finding that the calendar itself fueled conversion.&nbsp;<\/p>\n\n\n\n<p>In August, the following categories surged (and cooled):&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/sgbonline.com\/nrf-2025-back-to-school-consumer-remains-resiliency\" target=\"_blank\" rel=\"noreferrer noopener\">Apparel and footwear<\/a> stayed resilient as \u201cneeds,\u201d helped by off-price and pointed promos, according to NRF.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.investopedia.com\/americans-have-been-wary-about-big-purchases-but-they-weren-t-last-week-prime-week-record-11771530?\" target=\"_blank\" rel=\"noreferrer noopener\">Tech and audio<\/a> sold well from July through college move-in (laptops, headphones, small appliances), according to Adobe.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Backpacks, lunch boxes, and calculators sold fast during July sales and when schools posted supply lists.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shoppers chose <a href=\"https:\/\/rss.globenewswire.com\/news-release\/2025\/08\/21\/3137096\/0\/en\/Early-Season-Results-Reveal-Shifts-in-How-Consumers-Are-Shopping-for-Back-to-School-Supplies-This-Year-Circana-Reports.html?\" target=\"_blank\" rel=\"noreferrer noopener\">store brands and value packs<\/a>, but mid-season sales slowed and retailers sold fewer items, according to Circana.&nbsp;<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-will-this-mean-for-holiday-season-nbsp\">What will this mean for holiday season?&nbsp;<\/h2>\n\n\n\n<p>Everything we\u2019re seeing\u2014value scrutiny, channel switching, event-day triangulation\u2014will define peak shopping season. Here\u2019s what you can expect:&nbsp;&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Two conversion waves: early research, late-season purchase.<\/strong> Summer event shoppers researched early and converted when the price felt right; BTS saw the same, so expect more coming into the holidays. Plan two waves: early season list building and end season urgency.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Tariff news may shift purchase timing.<\/strong> If price-rise rumors accelerate, shoppers pay attention and try to get ahead. If it cools, more will likely look for promotions instead of focus on that anxiety of getting ahead. With the White House\u2019s 90-day extension of the <a href=\"https:\/\/www.cnbc.com\/2025\/08\/11\/trump-china-tariffs-deadline-extended.html\" target=\"_blank\" rel=\"noreferrer noopener\">China tariff truce into mid-November 2025<\/a>, shoppers may be more inclined to wait for big promos. But if the Office of the U.S. Trade Representative\u2019s product exclusions are not extended beyond Aug. 31, <a href=\"https:\/\/kpmg.com\/us\/en\/taxnewsflash\/news\/2025\/06\/ustr-extends-exclusions-china-section-301-tariffs.html\" target=\"_blank\" rel=\"noreferrer noopener\">some tariff-sensitive purchases<\/a> could be pulled forward into September, according to KPMG.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>More cart building, abandonment, and reactivation<\/strong>. Shoppers build their \u201clist\u201d within your cart, they look around for better deals. Track <em>why<\/em> shoppers are waiting (price watching, incomplete lists, budget staggering) and answer with saved carts, wishlist nudges, and price-drop alerts.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n<p>Want more? Check out our <a href=\"https:\/\/www.rithum.com\/blog\/preparing-for-2025s-peak-sales-events-a-strategic-guide-for-brands-and-retailers\/\" target=\"_blank\" rel=\"noreferrer noopener\">primer on peak season preparedness<\/a>.&nbsp;&nbsp;<\/p>\n\n\n\n<p><em>Meghan Barden is Director, Global Retail Media, Rithum.<\/em><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p><span class=\"span-reading-time rt-reading-time\" style=\"display: block;\"><span class=\"rt-label rt-prefix\">Reading Time: <\/span> <span class=\"rt-time\"> 3<\/span> <span class=\"rt-label rt-postfix\">minutes<\/span><\/span>Back-to-school (BTS) shoppers started earlier, spent more cautiously, and favored targeted value over blanket discounts. Back-to-school shopping was a stress test for holiday readiness. Here\u2019s what the data tells us, and how to respond.\u00a0 Back-to-school sales: what changed and why it matters\u00a0 BTS shopping kicked off early this year, with 67% of K-12 and college [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[356,669,615],"tags":[],"coauthors":[659],"class_list":["post-4107","post","type-post","status-publish","format-standard","hentry","category-brands","category-retail-media","category-retailers"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Back-to-school shopping trends signal earlier, budget-conscious holiday buying | Rithum<\/title>\n<meta name=\"description\" content=\"Learn how back to school shoppers are adapting to challenges and what trends are shaping this year&#039;s shopping season.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rithum.com\/blog\/early-starts-tight-wallets-what-back-to-school-signals-for-the-holiday-season\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Back-to-school shopping trends signal earlier, budget-conscious holiday buying\" \/>\n<meta property=\"og:description\" content=\"Learn how back to school shoppers are adapting to challenges and what trends are shaping this year&#039;s shopping season.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.rithum.com\/blog\/early-starts-tight-wallets-what-back-to-school-signals-for-the-holiday-season\/\" \/>\n<meta property=\"og:site_name\" content=\"Rithum\" \/>\n<meta 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