Placer.ai：2025年可自由支配支出驱动因素研究报告（英文版）（14页）.pdf

1、 What is Driving Discretionary Spending in 2025?See which discretionary retail categories are gaining momentum by delivering value,accessible upgrades,and immersive experiences.Key Takeaways:1.Value Wins in 2025:Discount&Dollar Stores and Off-Price Apparel are outperforming as consumers prioritize v

2、alue and the“treasure-hunt”experience.2.Small Splurges Over Big Projects:Clothing and Home Furnishing traffic remains strong as shoppers favor accessible wardrobe updates and decor refreshes instead of major renovations.3.Big-Ticket Weakness:Electronics and Home Improvement visits continue to lag,re

3、flecting a continued deferment of larger purchases.4.Bifurcation in Apparel:Visits to off-price and luxury segments are growing,while general apparel,athleisure,and department stores face ongoing pressures from consumer trade-downs.5.Income Dynamics Shape Apparel:Higher-income shoppers sustain luxur

4、y and athleisure,while off-price is driving traffic from more lower-income consumers.2025 Placer Labs,Inc.|More insights at placer.ai|2 6.Beauty Normalizes but Stays Relevant:After a pandemic-driven surge,YoY declines likely indicate that beauty visits are stabilizing;shorter trips are giving way to

5、 longer visits as retailers deploy new tech and immersive experiences.An Overview of Discretionary Retail Traffic Economic headwinds,including tariffs and higher everyday costs,are limiting discretionary budgets and prompting consumers to make more selective choices about where they spend.But despit

6、e these pressures,foot traffic to several discretionary retail categories continues to thrive year-over-year(YoY).2025 Placer Labs,Inc.|More insights at placer.ai|3 Fitness and Apparel Lead Of the discretionary categories analyzed,fitness and apparel had the strongest year-over-year traffic trends l