Sign up for our daily briefing

Make your busy days simpler with Axios AM/PM. Catch up on what's new and why it matters in just 5 minutes.

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Catch up on the day's biggest business stories

Subscribe to Axios Closer for insights into the day’s business news and trends and why they matter

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Sign up for Axios Pro Rata

Dive into the world of dealmakers across VC, PE and M&A with Axios Pro Rata. Delivered daily to your inbox by Dan Primack and Kia Kokalitcheva.

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Sports news worthy of your time

Binge on the stats and stories that drive the sports world with Axios Sports. Sign up for free.

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Tech news worthy of your time

Get our smart take on technology from the Valley and D.C. with Axios Login. Sign up for free.

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Get the inside stories

Get an insider's guide to the new White House with Axios Sneak Peek. Sign up for free.

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Catch up on coronavirus stories and special reports, curated by Mike Allen everyday

Catch up on coronavirus stories and special reports, curated by Mike Allen everyday

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Want a daily digest of the top Denver news?

Get a daily digest of the most important stories affecting your hometown with Axios Denver

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Want a daily digest of the top Des Moines news?

Get a daily digest of the most important stories affecting your hometown with Axios Des Moines

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Want a daily digest of the top Twin Cities news?

Get a daily digest of the most important stories affecting your hometown with Axios Twin Cities

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Want a daily digest of the top Tampa Bay news?

Get a daily digest of the most important stories affecting your hometown with Axios Tampa Bay

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Want a daily digest of the top Charlotte news?

Get a daily digest of the most important stories affecting your hometown with Axios Charlotte

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Want a daily digest of the top Nashville news?

Get a daily digest of the most important stories affecting your hometown with the Axios Nashville newsletter.

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Want a daily digest of the top Columbus news?

Get a daily digest of the most important stories affecting your hometown with the Axios Columbus newsletter.

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Want a daily digest of the top Dallas news?

Get a daily digest of the most important stories affecting your hometown with the Axios Dallas newsletter.

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Want a daily digest of the top Austin news?

Get a daily digest of the most important stories affecting your hometown with the Axios Austin newsletter.

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Want a daily digest of the top Atlanta news?

Get a daily digest of the most important stories affecting your hometown with the Axios Atlanta newsletter.

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Want a daily digest of the top Philadelphia news?

Get a daily digest of the most important stories affecting your hometown with the Axios Philadelphia newsletter.

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Want a daily digest of the top Chicago news?

Get a daily digest of the most important stories affecting your hometown with the Axios Chicago newsletter.

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Sign up for Axios NW Arkansas

Stay up-to-date on the most important and interesting stories affecting NW Arkansas, authored by local reporters

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Want a daily digest of the top DC news?

Get a daily digest of the most important stories affecting your hometown with the Axios DC newsletter.

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Illustration: Sarah Grillo/Axios

Americans are itching to get back into their holiday traditions this year — including the traditional post-Thanksgiving shopping blitz.

Why it matters: Black Friday and Cyber Monday aren't the seismic economic and cultural events they used to be, and supply-chain issues have put a damper on things this year, but retailers expect shoppers to come back after a year of isolation — and to spend big.

  • The feeling of wanting to make up for last year is “an important motivator right now,” Katherine Cullen, a senior director at the National Retail Federation, tells Axios. 

By the numbers: About 158 million people are expected to shop in stores or online between now and the end of the day Monday, according to an NRF survey conducted earlier this month.

  • That's roughly 2 million more people than partook in post-Thanksgiving shopping last year, but 7 million lower than the same weekend in 2019.

Yes, but: Retailers still expect a big boost in overall sales, because more people plan to spend more.

  • In a separate study from the NPD Group, 34% of shoppers say they plan to spend more and to buy more gifts because of family and social get togethers.

The big picture: Black Friday lost its literal meaning years ago as sales days multiplied earlier in the year.

  • Holiday shopping started especially early this year as stores and brands warned people to get ahead of any inventory issues caused by supply chain delays.
  • Major retailers, including Amazon, Target, Walmart and Best Buy, also started running Black Friday promotions and price pledges as early as October.

What to watch: Of those planning to shop tomorrow, 64% (69.1 million) say they are likely to go into a store, up from 51% last year, according to the NRF.

  • That lines up with the NPD Group's findings: Nearly six out of ten people say they feel comfortable shopping in person following wider distribution of vaccines.

Go deeper

Austin among 10 worst metros for package theft

Photo: Victor J. Blue/Bloomberg via Getty Images

Keep an eye on the porch as you're placing holiday orders and awaiting the arrival of those Black Friday and Cyber Monday purchases.

Ouch: Austin ranked No. 6 on a list of the top 10 worst metro cities for package theft.

Center City retailers rebounding from pandemic, report shows

Shoppers walk past Urban Outfitters in Center City. Photo courtesy of Matt Stanley/Center City District

Center City retailers are rebounding from the economic damage caused by the pandemic, but challenges remain, a new report found.

Driving the news: Returning shoppers, students, tourists and workers have helped fuel an economic recovery for businesses in the city's core downtown this year, according to the report by the Center City District and Central Philadelphia Development Corporation.

Manufacturing signals supply chain breather

Data: Institute for Supply Management; Chart: Axios Visuals

Manufacturing activity continued to tick up last month as pockets of the supply chain showed signs of relief, according to a new survey from the Institute for Supply Management.

Why it matters: Despite facing nearly two years of supply chain and consumer demand anomalies, manufacturers continued to increase their output for the 18th month in a row.