Welcome to the Spring2026CJInsightsReportAffiliate is a quintessentially data-driven industry, and reports like this help strategic commerce leadersWelcome to theSpring 2026 CJ Insights Report make better decisions based on these market insights.make better decisions based on these market insights. Please direct your thoughts and ideas to marketing@cj.com and we will follow up.We hope you find this report valuable!Please direct your thoughts and ideas to marketing@cj.com and we will follow up.We hope you find this report valuable! ContentsContents SeasonalOverviewConsumer&EcommerceTrendsHolidayOutlooksAffiliateOpportunitiesKeyTakeaways&RecommendationsAboutCJDataSources4–1012–1617–2223–2728–313233Seasonal Overview4-1012-16Consumer & Ecommerce TrendsHoliday Outlooks17-22Affiliate Opportunities23-27Key Takeaways & Recommendations28-31About CJ32Data Sources33 Seasonal OverviewSeasonal Overview Spring HolidayOutlooksMother’sDayMemorialDaySpringHoliday Outlooks Mother’s Day spend isMother's Day Father’sDayFather’s Day 2025 hitarecord Memorial Day remains aMemorial Day Graduation36% of U.S. adults planned toGraduation high-intentpromomoment,with shoppers timingpurchases to sales.Travel spend stays strong—Memorial Day remains ahigh-intent promo moment,with shoppers timingpurchases to sales. buy graduation gifts, totaling~$6.8B (2025).ash leads as a36% of U.S. adults planned tobuy graduation gifts, totaling expected to hit$34.1B, upfrom $33.5B and just belowthe $35.7B record in 2023.Jewelry, flowers, cards,Mother's Day spend isexpected to hit $34.1B, upfrom $33.5B and just belowthe $35.7B record in 2023. $24Binsales,~$200percelebrator, with continuedgrowth in experience gifting.xperiences are a largeFather's Day 2025 hit a recordcelebrator, with continuedgrowth in experience gifting. graduation gift, followedby gift cards,keepsakes,jewelry, electronics, andclothingraduation spendaverages ~$110 per giver,higher among immediatefamily membersgraduation gift, followedby gift cards, keepsakes,jewelry, electronics, and: Graduation spendaverages ~s$110 per giver,higher among immediatefamily members and outings still anchorthe holiday Personalization is nowexpected, not optionalOnline (36%) leads as thetop shopping destination,followed by department(32%), specialty (29%),and small/local storesand outings still anchorthe holiday· Personalization is nowexpected, not optional: Online (36%) leads as thetop shopping destination,followed by department(32%), specialty (29%),and smal/local stores road trips set to hit a record,with air travel up ~2%The holiday also drivessummer prep: outdoorliving, home refresh,seasonal apparel, andlifestyle upgradesroad trips set to hit a record,with air travel up ~2%: The holiday also drivessummer prep: outdoorliving, home refresh,seasonal apparel, andlifestyle upgrades and growing portion ofpurchases. 53%purchased outings, and30% other experiencegifts in 2025.43%purchased subscriptionboxes in 2025and growing portion ofpurchased outings, and30% other experiencepurchased subscription GiftSearchingExpectedtoBeginEarlyNearly all shoppers plan to browse mid-April before buying, with over two-* Gift Searching Expected to Begin Early thirds of consumers say they look to the retailer for gift inspiration.DiscountStoresweretheStandoutNearly all shoppers plan to browse mid-April before buying, with over two.thirds of consumers say they look to the retailer for gift inspiration. Winnerin2025+8–10% YoY sales growth as budget‑conscious shoppers traded down and* Discount Stores were the StandoutWinner in 2025 Mother’s & Father’s Day ShoppingMother's& Father's DayShopping increased foot traffic to department stores.GiftingCategoriesUnderperformedincreased foot traffic to department stores. Florals, jewelry, accessories, beauty, luxury all declined from 2024, withmost seeing double‑digit transaction declines. Average ticket sizes were* Gifting Categories UnderperformedFlorals, jewelry, accessories, beauty, luxury all declined from 2024, with generally less impactful on overall performance.ExperientialSpendRemainedmost seeing double-digit transaction declines. Average ticket sizes weregenerally less impactful on overall performance. EmotionallyImportantUpscale Dining was down YoY but surged +65% WoW, reinforcing Mother’sDay as a meaningful, if selective, occasion.Emotionally ImportantUpscale Dining was down YoY but surged +65% WoW, reinforcing Mother's Day as a meaningful, if selective, occasion. HighHolidayParticipationCreatesScaleOver half of U.S. adults (57%) plan to celebrate Memorial Day, welcoming* High Holiday Participation Creates Scale the start of summer and reinforcing it as a major retail and travel moment.TravelDemandisaPrimarySpendDriverOver half of U.S. adults (57%) plan to celebrate Memorial Day, welcoming Domestic travel continues to climb, with 45.1M Americans expected to* Travel Demand is a Primary Spend DriverDomestic travel continues to climb, with 45.1M America