Holiday Readiness in 2026: Two Experts Share What Marketers Need to Get Right

Reading time: 10 minutes
5 Questions Every retail marketer should answer before peak season
Key Takeaways

Holiday readiness is an enterprise-wide exercise. Aligning customer engagement with inventory, fulfillment, and service operations is what separates peak-season winners from brands firefighting through December.

AI delivers the greatest value when connected to real signals. Customer behavior, inventory levels, demand fluctuations, and fulfillment data should all feed into how AI supports marketing decisions during peak periods.

Marketers set the strategy; AI and automation execute. The smartest brands define what AI is allowed to do, what requires human approval, and where automation increases speed without eliminating oversight.

The post-purchase experience is as important as the purchase. Most customer frustration occurs after checkout. Proactive delivery communications and transparent expectations turn one-time buyers into repeat customers.

Plan acquisition and retention together. Every holiday acquisition campaign should have a retention strategy attached before launch day, whether that means loyalty enrollment, a second-purchase journey, or a subscription path.

The brands that win can act on signals in real time. Connected customer and business data enables more relevant, timely engagement and is what allows brands to respond when consumer behavior shifts during peak season.

The holiday season can make or break a retailer’s year. Yet many brands still approach Black Friday, Cyber Monday, and year-end shopping periods as isolated campaigns rather than enterprise-wide moments that test every part of the customer experience.

That approach is becoming increasingly risky.

According to SAP’s 2026 Global Engagement Index, 75% of consumers are frustrated by disorganized brand experiences, while 82% say a disappointing brand interaction causes them to disengage.

At the same time, 78% of brands believe AI will be essential for retaining customers in the coming year. The challenge goes beyond making AI investments though; it lies in whether brands can connect customer insights, business data, and operational signals well enough to act on them.

Meet the experts

Ross Williams is a global technology executive and product strategy leader with extensive experience in both retail and SaaS environments, currently serving in a Product Strategy role at SAP. His career spans major retailers such as Tesco and N Brown, where he led large-scale digital transformation teams of 100+ and managed platform migrations for high-volume consumer brands, ensuring resilience during peak trading events like Black Friday and Cyber Monday.

Favorite holiday

While Ross admits he is not naturally a "holiday season person," he especially enjoys finding gifts for his children and still prefers visiting stores when shopping for clothing and footwear. His perspective is simple: technology should help brands create better human experiences, not replace them.

Michelle Grant combines a background in global market research with deep experience in enterprise technology and digital transformation for Consumer Industries. At SAP, she helps organizations navigate digital transformation by translating market trends, customer insights, and technological innovation into actionable business strategies.

Favorite holiday

Michelle's favorite part of the holiday season is finding the perfect, unexpected gift. Throughout the year, she keeps a running list of ideas inspired by family and friends. That same philosophy applies to customer engagement. The best experiences come from truly understanding what matters to people and delivering something relevant when they least expect it.

Here’s what they had to say:

1. What is the single most important strategy or tactic brands should do now to prepare for a successful Black Friday and Cyber Monday season, and why?

What marketers can do now

Stop treating holiday planning as a marketing exercise. Build a readiness strategy that connects inventory, fulfillment, customer service, commerce, loyalty, and engagement teams around shared business outcomes. The brands that win during peak season do more than run better promotions. They operate from a complete view of customer demand and business capacity.

Uncover the five hidden signals most brands overlook

2. Where do you see AI and AI agents having the biggest impact during the holiday shopping period this year?

What marketers should do now

Audit every customer-facing experience for friction. Focus on the moments where AI can help customers find products faster, receive answers faster, and make decisions with greater confidence. Internally, identify where AI can accelerate insight generation, campaign optimization, and operational decision-making. Customers are now more comfortable with AI in the shopping process. And what they care about the most is an effortless experience.

3. The concept of the Autonomous Enterprise is gaining momentum, where marketers, AI, data, and automation work together to make real-time decisions. How should brands be planning today to take advantage of this shift ahead of the holiday season?

What marketers should do now

Autonomous marketing starts with connected data. Identify which business signals should influence real-time customer engagement decisions, including inventory levels, demand fluctuations, fulfillment constraints, customer behavior, loyalty activity, and campaign performance. Marketers should set the direction. AI should help execute and optimize against those goals at scale.

4. What is one common mistake brands make during Black Friday and Cyber Monday planning that could easily be avoided?

What marketers should do now

Map every touchpoint between purchase and delivery, then stress-test the experience. Most customer frustration occurs after the checkout process. Invest in proactive communications, accurate fulfillment data, and transparent expectations. A seamless post-purchase experience is often the difference between a one-time buyer and a repeat customer.

5. How can brands turn holiday shoppers into loyal customers?

What marketers should do now

Every holiday acquisition campaign should have a retention strategy attached to it before launch day. Define the next action you want customers to take, whether that’s a second purchase, loyalty enrollment, subscription, referral, or personalized engagement journey. Customer lifetime value is built after the transaction, not during it.

Three important steps you can take right now

1. Connect your holiday plan to operational reality

Before launching campaigns, validate that inventory availability, fulfillment capacity, shipping timelines, loyalty offers, customer service staffing, and promotional plans are aligned. Every customer promise should be backed by operational truth. Marketing can no longer operate independently from the systems and teams responsible for delivering the experience.

2. Identify the business signals that should trigger action

Determine which customer and operational signals should influence real-time engagement. This could include low-inventory alerts, product demand spikes, abandoned carts, loyalty milestones, delivery delays, or changes in campaign performance. Then decide which actions require marketer approval and which can be automated. The brands moving fastest are the ones that have already defined these workflows before peak season begins.

3. Build retention journeys before acquiring customers

Now is the time to design post-purchase experiences. Create journeys focused on second purchases, loyalty program enrollment, replenishment reminders, subscriptions, referrals, and personalized recommendations. Holiday acquisition is expensive. The highest-performing brands treat it as the start of a customer relationship, not the finish line.

Learn how leading brands are delivering exceptional holiday experiences

Holiday shopping-themed illustration showing a digital cart experience powered by AI, representing personalized customer engagement during peak season

Holiday Readiness FAQs

Connect marketing plans to inventory, fulfillment, customer service, and loyalty operations so every campaign promise can be delivered consistently

Product discovery, customer service, campaign optimization, and real-time decision support are expected to generate the most immediate value.

Autonomous marketing is an approach in which marketers set business goals and guardrails, while AI, automation, and connected data coordinate execution and optimization in real time.

Design post-purchase journeys that encourage loyalty program enrollment, second purchases, subscriptions, referrals, and ongoing engagement.

Customer engagement performs better when it reflects what's actually happening across the business, including inventory, fulfillment, loyalty, service, and purchasing behavior. This enables more relevant, timely, and trustworthy experiences.