Retail Silver Lining? Colder Temperatures to Drive Stronger Fall/Holiday '25 Demand

While tariffs may pressure margins, colder YoY trends across U.S. regions could boost demand for essential seasonal products — offering retailers a weather-driven silver lining.

“You can’t get too much winter in the winter.” - Robert Frost

Image Source: ChatGPT

Even as we face yet another dangerous heatwave across the heart of the US, it’s not too early to start the conversation around the impact of weather on the fall and holiday shopping season.

So let’s do it …