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How to turn holiday shopping data into a 2026 growth engine

Courtney Rose

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You spent a lot of time and money during the 2025 holiday season. Don’t let any returns from those investments go to waste. While holiday sales revenue is the most visible metric for seasonal success, it isn’t the only one. If you aren’t analyzing and activating your fresh fourth quarter data, you are missing a highly valuable side benefit of surging holiday traffic.

For most retailers, the holidays provide a massive cache of customer signals. Beyond the immediate revenue, this period generates a wealth of behavioral insights, such as optimal purchase paths, product affinities, and intent signals, that add substantial value to a one-time transaction. What separates the market leaders from the herd is their ability to transform this seasonal spike into a long-term growth engine.

By leveraging AI to activate these deeper insights, top retailers can move beyond broad-reach spending and toward a high-precision strategy centered on customer lifetime value (CLV). Here is how you can turn holiday shopping data into a blueprint for 2026 success.

Master intentional retention

Insight: The 80/20 rule (also known as the Pareto principle ) illustrates that 80% of effects arise from 20% of causes. This adage suggests that the majority of a business’s sales originate from a small but valuable subset of customers. Leading brands understand this principle and use bespoke bidding strategies to ensure they reach their top customers first. If you aren’t differentiating your bids based on a shopper’s history, you are likely either overspending on those who would have converted organically or underspending on high-value customers who are at risk of lapsing.

Action: True strategic control means using your data to inform real-time auction decisions. By defining specific segments, such as “high-value customers” or “at-risk shoppers,” you can instruct Google’s AI to bid higher for your desired audiences using customer lifecycle goals . This isn’t just a defensive play; it’s about maximizing the equity you’ve already built.

Example: Nespresso achieved a staggering 126% increase in conversions by utilizing AI-driven retention goals and churn data to identify exactly when to reengage past buyers. Its results serve as a masterclass in this approach, outperforming standard campaigns significantly.

Acquire for value, not just volume

Insight: If you’re in the business of selling durable goods or high-consideration products, then you need to keep your pipeline full. But given the rising cost of customer acquisition, it doesn’t make sense to cast a net so wide that you end up attracting low-value shoppers. To solve this, retailers should consider shifting their goal from maximizing conversions to acquiring high-value customers. The foundation of sustainable growth is being intentional about the customers you acquire.

Action: High-volume acquisition often leads to a “leaky bucket,” where low-value shoppers never return. Your acquisition strategy should be modeled on the behaviors and habits of your top customers. By feeding your holiday “MVP” data into AI models, you can find lookalike audiences who exhibit the same behaviors and purchase patterns as your most profitable customers.

Example: Dime saw a 462% increase in its new buyer ratio by shifting spend away from its existing loyalty funnel toward new customers using an acquisition goal . This precision changes the fundamental math of marketing spend, moving it from a temporary cost to a durable investment.

Build a perpetual motion sales machine

Insight: The customer journey isn’t a funnel with an endpoint; it’s a seamless, never-ending loop. Embracing this idea can help transform your data strategy from a series of isolated activations to a powerful flywheel. Today’s shopping data sharpens tomorrow’s acquisition strategy, while top customer data is used to inform retention efforts. The machine should constantly learn, accelerate, and fuel its own growth.

Action: Use multiple customer lifecycle goals simultaneously to hit near-term revenue targets and fuel long-term growth. This ensures that every dollar spent today is a worthwhile contribution to both current math and future value.

Example : Indian medical apparel retailer Knya demonstrates the power of using acquisition and retention strategies in tandem. Its acquisition campaign to attract new customers delivered a return on ad spend (ROAS) 82% higher than target , while its retention campaign to reengage inactive, high-value customers achieved an astounding 1,300% higher ROAS . This approach demonstrates how activating data across the entire customer lifecycle can deliver outsized, compounding results.

Learn from the holiday rush

The holiday season acts as a high-stakes stress test, but the strategies that win in December are the same ones that should drive growth in July. By integrating CLV-focused tools now, you gain the control to move away from reactive spending and toward proactive, data-driven precision.

As we move into 2026, the competitive edge belongs to the retailers who don’t just reach customers but value them and bid appropriately. The shopping data from your 2025 holiday rush provided the growth engine blueprint; now is the time to build.

Courtney Rose

VP, Retail

Google

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