Your Holiday Shoppers Aren’t Customers Yet
Your Holiday Shoppers Aren't Customers Yet
The typical holiday shopper is buying presents on a deadline and got pulled in by a purported deal. It's what borrowed traffic looks like, and borrowed traffic leaves once the reason it came (or the deal) is gone.

For most retailers, the holiday season is the biggest customer acquisition push of the year. A record 186.9 million people anticipated doing their shopping between Thanksgiving and Cyber Monday last year according to the National Retail Federation (NRF) with post-holiday sales data confirming 4.1% growth, putting the season past $1 trillion for the first time.

But once-off holiday shopping is different from acquisition. The latter is usually judged by what customers do next — whether they come back, how often and what they spend over time. Frequently, the holiday season is judged on what happens before December 31. And, yes, those numbers can make for a good January meeting (or a truly awful one), but they say very little about March. Instead, holiday sales need to be framed as an introduction to experience and brand, and whether the shopper comes back is the true result.

Borrowed Traffic

Most of the holiday crowding stores host in late November aren’t intended for any particular brand. In NRF’s October 2025 consumer survey, U.S. adults planned to spend about $890 on average for the holidays, and roughly 70% of it was set aside for gifts for family and friends. Among Thanksgiving-weekend shoppers planning to take advantage of sales, more than half said the deals were simply too good to pass up.

This means that loyalty to any brand may not be part of the picture at all. The typical holiday shopper is buying presents on a deadline and got pulled in by a purported deal. It’s what borrowed traffic looks like, and borrowed traffic leaves once the reason it came (or the deal) is gone.

An Email Address is Not a Relationship

At the checkout register in December, associates get but a few precious seconds per customer, and many stores spend them asking for an email address, often while the card reader is thinking. That email address lands in the same promotional stream every other shopper is segmented into, which works fine for coupons, but not much else.

What makes a second conversation possible is context. Who was the gift for, and what did the shopper pick up and then put back? Maybe they mentioned their own size while the line crawled. An associate who jotted down “gray scarf, mother-in-law, kept looking at the camel coat” has a real reason to reach out in January. A marketing list has a discount code, which, among a sea of discount codes, is easily deleted, but granular details, the work of noticing and paying attention and following up with customized information is what elevates service.

The fix is smaller than it sounds. Before the rush, decide on two or three details associates should try to note at checkout, and make them quick to record. Nobody needs a full customer profile on December 23. They do need a thread to pull later. 

Follow-up Should Sound Like a Person

Customers notice service, and they grade it. In the American Customer Satisfaction Index’s (ASCI) 2026 retail study, courtesy and helpfulness of staff rose 3% to a score of 81 among general merchandise retailers. When Wegmans slid 6% in the same study, ACSI pointed to weaker in-store experiences, staff courtesy among them.

The follow-up that works tends to be ordinary. A text from the associate who found the right size, or a heads-up that the sweater someone kept circling is back in stock. None of it leads with a discount. The gap between that kind of note and a marketing blast is wide. 

Endear looked at more than 100 million SMS messages and 2.2 million clienteling interactions sent during Black Friday week 2025 and found that customers who got tailored outreach from a store associate were 30 times more likely to buy than those who received marketing emails or SMS blasts. Associates tend to reach out to customers they already know, so the comparison isn’t perfectly even. A gap that size still says plenty about what customers respond to. Software can help associates remember who to contact and when. It can’t care on their behalf, and customers can usually tell when it’s trying to.

January is the Second Introduction

Gift cards topped the 2025 wish list, with half of respondents in NRF’s October survey saying they wanted one. People planning to give them expected to buy three or four apiece and spend about $171 on average. Each card with a store’s name on it is a future visit from someone the store may never have met, carrying someone else’s money and shopping, finally, for themselves.

That visitor may matter more than the first one. The December shopper bought a scarf for a mother-in-law. The January shopper is picking something they’ll actually use. Add exchanges and store-credit redemptions, and the weeks after the holidays can bring in a crowd that fits the brand better than the one that came before. Retailers that plan January back in November treat those visits as an opening. Associates expect the gift-card traffic and have something new to show it. Retailers that don’t plan for it spend January processing returns and wondering where everyone went.

Change the Scoreboard

If a season gets judged on December comps alone, every incentive points toward the last month of the year. A better measure is less glamorous — how many first-time holiday buyers came back for a second purchase within 90 days, and which stores and associates brought them back. Put that number in front of store managers, and give associates credit for the second sale, not only the first. Measured as acquisition, the holiday season doesn’t end on December 31. It ends when those first-time shoppers decide whether to come back, and retailers have more say in that decision than their January numbers suggest, especially if they plan for this strategy in advance. 

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