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Shoppers focus on return policies

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NRF estimates returns cost $75 billion to retailers in 2025

After a strong holiday shopping season, many consumers are now hitting the stores again — this time to return their purchases.

Altogether, consumers spent $257.8 billion online between Nov. 1 and Dec. 31, jumping 6.8% year over year to a fresh record for e-commerce, according to a new report from Adobe Analytics.

However, returns then spiked 4.7% compared to last year in the days immediately following Christmas Day, from Dec. 26 to Dec. 31. Returns are expected to increase in the first few weeks of January, as well, Adobe found.

“It’s a pretty predictable uptick post-Christmas,” said Vivek Pandya, lead analyst at Adobe Digital Insights. “That’s a part of the overall experience.”

Read more CNBC personal finance coverage

In 2025, returns were expected to amount to 16% of all merchandise sales, totaling $849.9 billion in returned goods, according to an October report by the National Retail Federation.

With the explosion of online shopping since the pandemic, the online return rate is even higher, amounting to as much as 19%, the NRF found.

For consumers, returning has become a key component of the shopping experience. In fact, a growing share of shoppers buy products they never intend to keep.

Nicole Pearl, 47, says she often orders clothing in multiple sizes for her children — ages 14, 12 and 8 — to hedge her bets on the best fit, particularly when apparel is heavily discounted. “The Black Friday holiday season is definitely where I do more shopping than normal and more returning than normal,” said Pearl, who lives in Chicago.

According to a 2024 report by Optoro, 56% of consumers purchase goods in multiple sizes or colors, some of which they then send back, a practice known as “bracketing.”

Other shoppers go a step further: 69% admit to “wardrobing,” or buying an item for a specific event and returning it afterward, according to Optoro.

Almost half of shoppers said it’s acceptable to “bend the rules” when returning items, the NRF also found.

Shoppers focus on return policies

Now, 82% of consumers say free returns are an important consideration when shopping online, according to NRF, up from 76% a year earlier.

Roughly 81% of shoppers check the return policies before buying and 71% said that a bad returns experience will make them less likely to shop at a particular retailer again, the NRF found.

Lindsay Goffman, founder of Refundly, a return-tracking app, said consumers want more transparency when it comes to return windows, return fees and refunds. “It doesn’t need to be this much of a black box,” she said.



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