Returns aren’t just a retailer's problem anymore. They’re a supplier profit problem. And January is when you feel it.

If you’re a retail supplier, 2025 probably felt like you were fighting margin with both hands tied behind your back. Not because demand disappeared. Not because your product suddenly got worse.

Nearly 203 million consumers shopped during the five-day Thanksgiving–Cyber Monday weekend—a record. More orders, more shipments, more exceptions. And that means more chargebacks. If November and December are when sales spike, January is when the chargebacks show up in your inbox. The trick is not just to pay them and move on, but to treat them like a free consulting report from your retailers.

The National Retail Federation (NRF) expects 2025 holiday retail sales in November and December to cross the $1 trillion mark for the first time, up about 3.7%–4.2% over last year. And 2024 already set a record, with core holiday sales hitting roughly $994.1 billion, up 4% year over year. That’s great for headlines. But here’s the question that matters for you as a supplier: Did holiday retail sales actually lift your margin?

Year-end close can feel like a necessary evil. Accruals. Reclasses. Deductions. Spreadsheets everywhere. But here’s the opportunity: the same work you are doing to close the books can help you open the story you tell buyers in 2026.

From the outside, Black Friday is all about doorbusters. From your side of the table, it’s about something way less glamorous: data integrity.