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Research Highlights Consumer Sentiment Ahead of the Election, Holiday Season

Insights from Kroger's 84.51° show that most shoppers are prioritizing deals and promotions ahead of the holidays, and election-related uncertainty is impacting consumer decisions across age groups.

Recent research from Kroger’s data analytics subsidiary, 84.51°, explores how the grocer's shoppers/households are preparing for the holiday season, October through December, and how election-related dynamics are influencing consumer behavior and sentiments.

Key findings from 84.51°’s September Consumer Digest show that election-related uncertainty is impacting consumer decisions across various age groups.

Key findings related to holiday shopping

96% of respondents plan to celebrate one or more upcoming holidays:

  • Halloween: 65%
  • Thanksgiving: 89%
  • Christmas: 91%
  • New Year's Eve/Day: 69%

91% of shoppers will spend the same or less compared to last year: 

  • Spend more: 10%
  • Spend same: 54%
  • Spend less: 37%

What shoppers are prioritizing/looking for while holiday shopping: 

  • Sales/deals/coupons available: 71%
  • Availability of items: 70%
  • One-stop-shop: 34%
  • Personalized shopping experiences (e.g., promos, rewards, support): 26%
  • Online ordering for delivery or pickup: 22%
  • Extended store hours: 19%
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84.51
84.51

Although shoppers are looking for ways to save, many will continue splurging on gifts and food:

  • Gifts: 44%
  • Food: 43%
  • Travel: 18%
  • Clothing: 17%
  • Holiday entertainment: 16%
  • Decorations/décor: 14%
  • Holiday parties: 12%
  • None of the above: 25%

Where will shoppers search for holiday deals?

  • Digital coupons: 75%
  • Weekly ads/circulars (paper or digital): 65%
  • Retailer’s website: 60%
  • Retailer app: 52%
  • Cashback apps/sites (e.g., Rakuten, Ibotta, etc.): 36%
  • Personalized paper coupons: 34%
  • By word of mouth: 27%
  • Manufacturer's website: 25%

Percentage of shoppers who plan to use technology while holiday planning:

  • For gift ideas: 21%
  • For new recipes: 21%
  • To make a grocery list: 20%
  • Discover new holiday traditions: 10%
  • To learn about holiday meaning/history: 9%
  • Plan a holiday trip: 9%
  • Top triggers to start holiday shopping:
  • Specific sales (Labor Day, Black Friday, etc.): 56%
  • Seeing holiday decorations/décor in-store: 31%
  • Family and friends starting their shopping: 30%

Kroger shoppers typically start planning for:

  • Halloween: 47% plan 2 weeks – 1 month ahead
  • Thanksgiving: 59% plan 2 week – 1 month ahead
  • December holidays: 63% plan 1-3 months ahead

For Halloween, 84.51 found that shoppers are sticking to “tried-and-true” traditions and will make seasonal purchases to celebrate. This year, shoppers are looking for deals and savings on candy, decorations and costumes.

Additionally, in-store shopping is favored for Halloween. For candy purchases, consumers will shop at:

  • Physical grocery store: 62%
  • Physical mass retailer: 43%
  • Club stores: 23%
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84.51
84.51

Findings related to the 2024 election

Engagement Levels: 34% of shoppers are extremely engaged with the election, while 57% are moderately engaged, which 84.51° says underscores the “high level of national attention focused on the political landscape.”

Financial Procrastination:

  • 18% of shoppers are delaying big-ticket purchases.
  • 15% are holding off on investment decisions.
  • 13% are postponing car purchases.
  • Conversely, 53% of shoppers are not delaying any purchases due to the election.

Age-Related Optimism: Older shoppers are more optimistic about the election compared to their younger counterparts:

  • 19% of shoppers aged 18-34 are optimistic, with 17% feeling pessimistic.
  • 19% of shoppers aged 35-54 are optimistic, while 21% are pessimistic.
  • 29% of shoppers aged 55-74 are optimistic, with 20% feeling pessimistic.
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