I postponed all of my CPG and miscellaneous purchases (think AA batteries, socks, winter pants, skin lotion, body wash, etc.) until Black Friday "sales". I also stocked up on stuff like Ramen. I did NOT buy anything special for myself (e.g., I really wanted Switch 2, but I think it's too overpriced and decided not to pull the trigger).

I'd not be surprised if a good number of people did the same. PLUS, the prices rose by quite a bit between the start of the year and now. So we need to see if this increase is sales match up to inflation (which, unfortunately, would be more difficult to rely on knowing that that metric has become politicized.)