Black Friday 2025: Shopping Department Stores Won't be the Same

The department store landscape is changing FAST heading into Black Friday 2025—and it’s not what you think. From LVMH pending sale of Marc Jacobs for $1 billion to Nordstrom going private, luxury conglomerates are reshaping everything about where and how we shop.

In this video, I break down exactly what’s happening with every major department store, who controls the luxury brands you love, and most importantly—where YOU should shop this holiday season.

🛍️ WHAT YOU’LL LEARN:
• Why consumer spending is down 5% and what that means for deals
• LVMH’s shocking portfolio shake-up (Marc Jacobs, Fenty Beauty & more)
• Which luxury department stores are thriving vs. facing challenges
• Where value shoppers are finding the best deals
• The real impact of tariffs on holiday prices
• 10 actionable shopping tips to maximize your budget

Whether you’re shopping luxury at Nordstrom, hunting designer deals at Nordstrom Rack, or finding value at Kohl's—this video will help you shop smarter.
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🏬 STORES COVERED:
Luxury: Saks Fifth Avenue, Neiman Marcus, Bergdorf Goodman, Nordstrom, Bloomingdale’s
Value: Nordstrom Rack, Macy’s, Macy’s Backstage, JCPenney, Kohl’s, Belk, Saks OFF 5TH

🏢 LUXURY BRANDS DISCUSSED:
LVMH (Louis Vuitton, Dior, Marc Jacobs, Fenty), Kering (Gucci, Balenciaga, Saint Laurent), Richemont (Cartier, Van Cleef & Arpels), Hermès, Chanel
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📊 KEY STATS & SOURCES:
• Holiday spending down 5% to $1,552 per person (PwC 2025 Holiday Outlook)
• Gift spending down 11% to $721 (PwC)
• Gen Z cutting budgets by 23% (PwC)
• 84% of consumers cutting back (PwC)
• Department store traffic data (Placer.ai Q1 2025)
• LVMH portfolio updates (Business of Fashion, Women’s Wear Daily, Reuters)
• Consumer behavior trends (McKinsey ConsumerWise Survey, Zeta Global, Bain & Company)

Full source list in video credits.
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💡 RELATED VIDEOS YOU’LL LOVE:
→ Fashion’s Great Designer Shuffle 2025
→ Holiday 2025 Results (Coming January 2026)
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🔗 CONNECT WITH ME:
Instagram: @tara_timisha
LTK Shop My Picks: Tara_Timisha
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💬 LET’S DISCUSS:
Which department store are YOU shopping at this holiday season? Have you noticed the changes at Saks, Nordstrom, or Macy’s? Drop your thoughts in the comments!
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🛒 MENTIONED SHOPPING TOOLS:
• Nordstrom Notes: [nordstrom.com/rewards]
• Macy’s Star Rewards: [macys.com/rewards]
• Target Circle: [target.com/circle]
• Saks First: [saksfirstbase.com]

Payment Flexibility Options:
• Klarna: [klarna.com]
• Affirm: [affirm.com]
• Afterpay: [afterpay.com]

Price Comparison Tools:
• Google Shopping
• Honey Browser Extension
• ChatGPT for price research
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📰 BREAKING NEWS COVERED:
✓ LVMH selling Marc Jacobs to Authentic Brands Group ($1B deal)
✓ LVMH exploring sale of Fenty Beauty stake ($2B valuation)
✓ Nordstrom going private ($6.25B deal, Dec 2024)
✓ Saks-Neiman Marcus merger integration (completed Dec 2024)
✓ Off-White sold to Bluestar Alliance (2024)
✓ Stella McCartney buyback from LVMH (2025)
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🎯 WHO THIS VIDEO IS FOR:
• Holiday shoppers planning Black Friday strategy
• Fashion industry professionals tracking retail trends
• Bargain hunters looking for designer deals
• Anyone curious about luxury brand ownership
• Consumers wanting to shop smarter this season
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⚠️ IMPORTANT CONTEXT:
I work in retail and aim to provide balanced, diplomatic analysis of the industry. This video presents opportunities and challenges each retailer faces without declaring “winners” or “losers”—just helping you make informed shopping decisions.

Tariff information reflects current policy as of filming (November 2025) and may change.