News Brief: Holiday Spending Resilient Amid Economic Concerns
Summary
Tanger Outlets CEO Stephen Yalof reports strong consumer spending during the 2024 holiday season, driven by significant promotions, despite declining consumer confidence due to high prices and tariff concerns.
Key Points
- Strong Traffic & Sales: Tanger outlet centers saw “full parking lots” and steady activity throughout November and December.
- Deal-Driven Demand: Shoppers prioritized value, with widespread retailer promotions sustaining traffic and sales.
- Spending vs. Sentiment Gap: U.S. retail spending rose 4.2% year-over-year (Visa data), even as consumer confidence indices fell.
- Retailer Confidence for 2026: Brands are seeking more physical store locations as department stores consolidate.
新闻简报：经济担忧中假日消费展现韧性
总结
Tanger Outlets 首席执行官 Stephen Yalof 表示，尽管由于高价格和关税担忧导致消费者信心下降，但在2024年假日季，大幅促销活动推动了强劲的消费者支出。
关键点
- 客流量与销售强劲： Tanger 奥特莱斯中心在整个十一月和十二月出现“停满的停车场”和稳定的客流量。
- 折扣驱动需求： 消费者看重性价比，广泛的零售商促销活动维持了客流量和销售额。
- 支出与情绪背离： 美国零售额同比增长4.2%（Visa数据），而消费者信心指数却在下降。
- 对2026年的信心： 随着百货商店持续整合，品牌方正在寻求开设更多实体门店。
Original Article Link: https://www.cnbc.com/2025/12/23/tanger-ceo-stephen-yalof-holiday-shopping-consumer-spending-confidence.html