We compiled these trends from over 100 brands, comparing year-over-year data for the date range June 1, 2025, to June 30, 2025.


June 2025: Traffic Up, Consumers Browsing More

Engagement was up in June, with sessions rising 9.29% year-over-year, reflecting sustained consumer interest. However, this growth in traffic translated into only modest gains in orders (+1.43%) and overall demand (+1.58%), underscoring persistent challenges in driving conversions.

Conversion rates remain a key concern. Economic headwinds continue to influence consumer behavior. Consumer confidence declined in June, reversing May’s gains, largely due to inflationary pressures and the early impact of tariff-related price increases, now affecting nearly 40% of consumers.

In addition, macroeconomic indicators present a mixed outlook. Inflation remains elevated, with the Consumer Price Index (CPI) up 3.7% year-over-year as of June. Personal savings rates have declined to 3.9%, down from 5.2% a year ago, suggesting tighter household budgets.

Looking ahead, the sector may benefit from seasonal tailwinds, including the back-to-school shopping season, projected to drive a 4.5–5.0% increase in sales, and postal rate discounts, which may help offset rising operational costs.

Top retailers are focusing on conversion optimization, price transparency, and value-driven messaging to navigate the current environment. Monitoring shifts in consumer sentiment and adapting quickly to macroeconomic signals will be critical as the second half of the year unfolds.

Trend #1: 2026 USPS Promotions Overview

from Matt Jensen – Midland Postal Affairs Manager

CORE PROMOTIONS

NEW! Catalog Insights (10%)
Promotion period: 10/1/25 – 6/30/26
Registration begins: 8/15/25

  • Open to Marketing Mail Letters, Flats, and Parcels.
  • Mail pieces must contain at least 12 pages, be bound, and include a list of products/services offered to facilitate order placement.

Tactile, Sensory, and Interactive (5%)
Promotion period: 1/1/26 – 6/30/26
Registration begins: 10/15/25

  • Open to Marketing Mail and First-Class Letters, and Flats.
  • Encourages mailers to incorporate innovative techniques such as specialty inks, paper substrate treatments, and interactive elements.

Continuous Contact (5%)
Promotion period: 4/1/26 – 12/31/26
Registration begins: 2/15/26

  • Open to Marketing Mail Letters, and Flats.
  • Receive a discount for sending follow-up mailings to the same address. These repeated mailings must complement or build upon the initial mailing, resulting in an ongoing, targeted conversation with the recipient and the potential to increase conversion rates.

Integrated Technology (5%)
Promotion period: Mailer can choose any consecutive six-month window in 2026.
Registration begins: 11/15/25

  • Open to Marketing Mail, First-Class Letters, and Flats.
  • Mobile shopping (a printed QR code that takes the reader to a mobile-optimized website) or AI-generated imagery/copy is the easiest way to qualify.

ADD-ON PROMOTIONS

Informed Delivery Add-On (1%)
Conduct a marketing campaign that reaches your target audience via email. The USPS reports that these full-color clickable images in an email message have a 64% open rate.

Sustainability Add-On (1%)
Enhance your campaigns with environmentally conscious materials by demonstrating that the paper used in the mailing came from a certifiable, responsible source. In addition to FSC, SFI, and PEFC, Midland’s Carbon Balanced Paper certification also qualifies.

RECOMMENDATIONS

Catalog mailers
Catalog Insights + Integrated Technology + Add-Ons: Potential 12% discount H1 and 7% discount H2

Non-catalog mailers
Tactile, Sensory, and Interactive + Integrated Technology.
Add-Ons: Potential 7% discount throughout the entire year

Trend #2: Back-to-School Shopping

The 2025 back-to-school season has begun for families across the country. Despite inflation and tariff concerns, nearly 75% of parents plan to spend the same or more than last year, and over one-third expect to increase their spending. The National Retail Federation (NRF) projects K-12 spending to reach $39 billion, with college-related purchases hitting $87 billion.

Shopping Behavior and Timing

Key consumer insights:

  • 26% of shoppers began in early June.
  • Over 55% had already started by early July (PwC).
  • Many are prioritizing essentials and spreading purchases across multiple paychecks.
  • Discount retailers and online deals are seeing increased traffic.
  • 20% of shoppers are using AI tools to find deals, indicating growing comfort with digital shopping aids.

Technology and Demographic Trends

  • 1 in 4 parents plan to spend over $500 on tech-related items such as laptops and tablets.
  • Gen Z parents are more likely to shop exclusively in-store.
  • Millennials and Gen X favor hybrid or online-first shopping approaches.

Retailer Strategies
Retailers are launching aggressive promotions to attract early and value-conscious shoppers:

  • Target is offering over 1,000 items under $5.
  • Bundles of 20 essentials are available for under $20.

What Does It Mean?
Back-to-school shopping remains a critical driver of retail activity and a key indicator of consumer sentiment, offering a glimpse into how families are adapting spending behaviors in a shifting economic landscape.

Trend #3: Marketing During Inclement Weather and Natural Disasters

Inclement weather and natural disasters such as hurricanes, wildfires, floods, and snowstorms can significantly disrupt both communities and marketing operations. For organizations that rely on direct mail, it is essential to respond with agility, sensitivity, and strategic foresight.

Suppress Affected ZIP Codes
When disaster strikes, marketers should immediately suppress mailings to ZIP codes in impacted areas. This not only conserves resources but also demonstrates respect for recipients who may be facing serious challenges.

Pause or Modify Campaigns
Active or scheduled campaigns should be reviewed and, if necessary, paused or adjusted. Messaging that may have been appropriate under normal circumstances can appear out of touch during a crisis. Delaying or revising content to reflect the current situation helps maintain brand integrity.

Ensure Accurate Business Information
It is critical to keep business information up to date across all platforms, including websites, Google Business Profiles, and social media. Clear communication about changes in hours, service availability, or delivery timelines helps manage customer expectations and reduces confusion.

Adapt Messaging to Reflect the Moment
Reevaluate promotional content to ensure it aligns with the current situation. Brands can provide value by offering relevant resources, safety tips, or community support initiatives. This approach reinforces trust and positions the brand as a responsible and empathetic partner.

Monitor Conditions and Remain Flexible
Staying informed through reliable sources allows marketers to make timely decisions and adjust strategies as conditions evolve. Flexibility is key to maintaining relevance and customer goodwill.

Trend #4: Attract New Customers Without Losing the Ones You Have: A Direct Mail Strategy for Retailers

Whether you sell high-end fashion, home goods, or outdoor gear, direct mail is a powerful way to grow your customer base. But bringing in new shoppers shouldn’t come at the cost of alienating loyal ones.

Segment and Personalize
Use customer data to tailor your message. New customers might see bestsellers and a welcome offer. Existing customers should get product suggestions based on past purchases, along with loyalty perks or early access to new arrivals.

Mix New with Familiar
Introduce fresh products alongside proven favorites. A fashion catalog could pair trending styles with classic staples. Home goods might feature new collections next to top-rated essentials. Outdoor gear can highlight innovations while reinforcing trusted items.

Consider Format and Length
Format matters. New customers may benefit from full-size catalogs with higher page counts to showcase your brand and product range. For loyal customers, consider smaller formats like digest-size booklets, gatefolds, or even postcards that highlight curated picks or seasonal updates. These can be more cost-effective while still delivering impact.

Test and Adjust
Test multiple catalog versions to identify what resonates best with each audience. Track response rates and refine your messaging, layout, and offers to better connect with each audience.

Reward and Invite
Give loyal customers reasons to stay engaged, like referral bonuses or sneak peeks. For new customers, a limited-time discount or free shipping can help close the deal.

Bottom Line
Whether you’re selling cozy throws, durable backpacks, or timeless denim, your catalog should build relationships. With smart segmentation, thoughtful messaging, and the right format, you can grow your audience while keeping your best customers close.

Trend #5: Consumers Cut Back on Discretionary Spending Due to Tariffs

Brands that sell jewelry, accessories, electronics or other discretionary spending categories have reason to worry. In a recent McKinsey survey, sixty percent of US consumers reported that they have either changed or plan to change their spending habits in response to the tariffs. But their concerns don’t stop there; tariff policies were eclipsed by concern over rising prices, which was the top source of worry.

How did they or do they plan to change spending? By cutting back on non-essential spending, purchasing fewer items overall, switching to lower-priced products, or delaying purchases.

Boomers Less Likely to Switch Brands, Millennials Shop Second-Hand
Gen Z and Millennials were more likely to buy second-hand or switch stores/websites as a cash management tactic, while Boomers were less likely to switch stores or hit the flea market. Retailers will likely see this as a positive, as that would make them more predictable consumers.

Low and Middle-Income Consumers Trade Down
Low-income consumers were the most likely to switch to lower-priced products. Forty percent of consumers said they expect to make no change to spending on essentials, including groceries, vitamins and supplements, and gasoline.

Read more.


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Marketing KPIs: June 2025 Trends by Industry

Marketing KPIs: June 2025 Trends by Company Revenue

$100M+ | $15M-$100M | $0-$15M

Marketing KPIs: June 2025 Trends by Industry

Apparel Industry

In June 2025, apparel brands saw sessions rise by +8.44%, but orders and demand grew more modestly at +1.69% and +2.48%, respectively. This gap highlights ongoing conversion challenges, as increased traffic isn’t translating proportionally into sales.

Home Industry

Home brands continued their strong performance last month. Sessions increased by +15.80%, indicating a surge in customer interest and engagement. Orders rose by +12.72%, while demand jumped an impressive +23.50%, reflecting both higher traffic and stronger purchasing intent. Conversion rates held steady, and retailers benefited from higher average order values (AOVs), suggesting that shoppers are spending more per transaction.

Outdoor Industry

Outdoor brands saw a +15.80% increase in sessions year-over-year; however, both orders and overall demand declined by -3.85% and -3.28%, respectively. Conversion continues to be a challenge, and it appears outdoor consumers are becoming more price sensitive.

Specialty Brands

Specialty brands experienced a +3.29% increase in sessions and a +1.22% rise in orders last month. However, overall demand declined by -9.11%. Average order values (AOVs) remained below last year’s levels, reflecting continued price sensitivity among consumers.

Marketing KPIs: June 2025 Trends by Company Revenue

Tier 1 Brands

Tier 1 brands saw an uptick in sessions and orders in May. Sessions increased +3.03% compared to last year. Order growth also rebounded, up +2.76% following a -5.10% drop in April. While Tier 1 brands largely maintained conversion rates, demand was down -10.22%. This suggests that larger brands are facing increased competition and were highly promotional in May.

Tier 2 Brands

Tier 2 brands continued to drive session growth in May, with sessions up +11.90%. However, many brands faced challenges converting those sessions into orders. Compared to May last year, orders dipped by 0.67% and demand was down by 2.08%.

Medium-sized Tier 2 brands saw a larger decrease in conversion rates than larger Tier 1 and smaller Tier 3 brands. Possibly due to lower promotional effectiveness and/or mismatch between consumers and value proposition or product offering.

Tier 3 Brands

Tier 3 brands showed strong momentum in May, with sessions up +16.67%, indicating growing consumer interest. This surge in traffic translated into a +6.04% increase in orders and a +15.46% rise in demand compared to the same period last year.

Unlike Tier 2 brands, Tier 3 brands appeared more successful in converting traffic into transactions, possibly due to more targeted offerings, stronger promotional alignment, or better resonance with value-conscious consumers.

In the News

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USPS 2026 Promotions Calendar is Live

The U.S. Postal Service’s 2026 Promotion Calendar is live. Ask your rep how you can take advantage of available discounts up to 10%.

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PwC’s 2025 Back-to-School Survey

Many American families are forging ahead with back-to-school shopping plans despite mounting economic pressure, according to PwC’s latest consumer survey.

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The State of Fashion 2025

Though hard to predict even in the best of times, the fashion industry is in for a particularly tumultuous and uncertain 2025. A long-feared cyclical slowdown has arrived. There is still growth to be found, but economic uncertainty, geographic disparities, and shifting customer behavior mean seizing it will require navigating a maze of compounding challenges at every turn.

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