Every December, the retail real estate sector turns into a data laboratory. For most consumers, the holiday rush is about shopping lists and delivery cut-offs. For landlords and investors, it’s a stress test, one that reveals the true condition of retail real estate long before annual reports or leasing cycles do.
In the US, retail sales during the 2024 holiday season (Nov-Dec) reached $994.1 billion, representing a 4% year-over-year increase
From sales per square foot to footfall counts, holiday metrics are the heartbeat data of brick-and-mortar retail. When analysed correctly, they don’t just measure performance, they forecast the future of leasing, tenant health, and property strategy across the entire commercial real estate (CRE) landscape.