What is the Boxing Day sales forecast in Australia this year?

Analysts expect Boxing Day sales in Australia to reach about A$1.6 billion, up 4.3% year on year. The strength reflects improved household demand after three RBA rate cuts and deep promotions across household goods, apparel, and department stores. Early data on basket size and sell‑through will confirm the quality of the uplift.

How do RBA interest rate cuts impact Australian retail spending?

Lower rates reduce mortgage repayments for many households, freeing cash for discretionary purchases. Confidence improves and shoppers respond to sharp but targeted promotions. The effect is uneven, though. Value remains a priority, and retailers still need clean inventory and disciplined markdowns to protect margins while meeting demand.

Which categories could benefit most from Boxing Day sales Australia?

Household goods and electronics often drive early traffic with big‑ticket deals. Apparel and department stores can benefit from curated markdowns and strong cross‑sell into beauty and home basics. Outdoor and summer items also perform well if weather stays warm. Execution on click‑and‑collect and delivery speeds is a key edge.

What should investors watch in ASX consumer discretionary during the sales period?

Focus on basket size, markdown depth, and inventory turns, not just traffic. Strong sell‑through at stable prices signals healthier margins. Monitor online share, order fulfilment, and return rates. Management comments on promotions and stock levels offer clues on Q1 risks, especially if 2026 rate hikes become more likely.

Global Market Insights

December 23: Boxing Day Sales Seen at Record $1.6b on RBA Cuts

ByHuzaifa Zahoor December 24, 2025December 24, 2025

Boxing Day sales Australia are forecast to reach a record A$1.6 billion, up 4.3% year on year, as three RBA interest rate cuts revive household demand. We expect stronger Australian retail spending across household goods, apparel, and department stores, with online and in‑store channels both active. For investors, this sets up near‑term support for ASX consumer discretionary names, though margins stay tight. We break down the drivers, the risks, and the data to watch across the Boxing Day week.