The forecast: Back-to-school sales will rise 3.2% year over year (YoY) this year to $81.16 billion, according to our forecast. While that’s a slowdown from last year’s 7.2% gain, it is in line with historical norms.

Ecommerce’s lure: We expect ecommerce sales will account for 34.9% of those sales, or $28.34 billion. That’s a 1.4-percentage-point gain YoY and a massive 11.6-percentage-point leap from pre-pandemic 2019, with consumers steadily shifting more of their spending on back-to-school items online since 2021.

Our forecast dovetails with a JLL consumer survey that found roughly two-thirds (66.6%) of back-to-school customers will shop at an online retailer. However, all but 10.1% of consumers shopping for school supplies and other goods will interact with a store in some way.

• Nearly a third (31.6%) of shoppers plan to buy an item online and pick it up curbside, a big jump from 20.0% last year.
• It’s a similar story with click and collect, which 31.2% of consumers plan to use, up from 20.4% last year.

Back-to-school season creep: Just as the holiday shopping season has pulled up into October, and the Halloween buying season crept into June, the back-to-school is starting earlier every year.

• One-third (33%) of US adults expected to begin back-to-school shopping by early July, per a March 2024 survey by LTK.
• Another 36% expected to begin shopping in July, which isn’t surprising given the broad array of July sales events hosted by Amazon, Walmart, Kohl’s, and TikTok Shop.

The big takeaway: The average consumer expects to spend $475 on back-to-school shopping this year—a 21.8% jump over last year, per JLL.

• Even so, they remain focused on value. The majority (57.0%) of shoppers will look for sales, coupons, and deals this year.
• That share ticks up to 61.5% among consumers earning less than $50,000.

Retailers can’t afford to delay launching their back-to-school merchandising and promotions given the majority of shoppers aren’t wasting any time looking for deals.