Vertex Commerce Study: Off-Peak Shopping Trends Demand Smarter Tax Tech for Retailers
MWN-AI** Summary
Vertex Inc. has released its summer consumer tax survey, revealing significant shifts in retail behaviors that are prompting a demand for enhanced tax technology among retailers. The study indicates a notable increase in consumer shopping during traditionally off-peak periods, such as summer vacation and back-to-school season, driven by economic uncertainties and a desire to dodge rising costs. Specifically, over half of consumers (53%) are planning to purchase items earlier this year, reflecting a change in shopping patterns notably among Millennials and Gen Z.
The survey found that consumers are increasingly seeking a seamless omnichannel shopping experience. A staggering 55% prefer to shop both in-store and online, necessitating that businesses ensure efficiency and accuracy across all platforms. Remarkably, 69% of shoppers are capitalizing on summer holiday sales, which heightens the pressure on retailers to manage accurate tax compliance amid promotional discounts.
Vertex emphasizes that automated tax technology is crucial for maintaining compliance during these busy seasons. Automated systems can rapidly adjust tax rates, apply the correct tax rules, and ensure accuracy across numerous transactions, reducing the risk of audit issues and enhancing the customer experience. The findings suggest that businesses adopting robust tax solutions can navigate the complexities of compliance while scaling operations smoothly.
Vertex's Chief Technology Officer, Sal Visca, underscores the importance of having dependable tax technology in place to manage fluctuations in shopping volume without compromising accuracy or compliance. Overall, the survey highlights the evolving landscape of consumer behavior and the critical need for advanced tax management tools in an increasingly dynamic retail environment.
MWN-AI** Analysis
The latest summer consumer tax survey from Vertex Inc. highlights a significant shift in retail behavior, prompting businesses to adapt their operations in response to evolving shopping patterns. As consumer demand expands beyond traditional peak seasons—thanks to factors such as early purchasing behavior driven by economic uncertainty—retailers must prepare for these changes to optimize sales and compliance.
Key findings from the survey illustrate that 53% of consumers are purchasing items earlier to combat rising prices, while a notable 69% are capitalizing on summer sales. This not only underscores the blended shopping preference of 55% who favor both online and in-store experiences but also signals an urgent need for retailers to implement automated tax solutions. Companies that invest in automated tax technology can effectively manage fluctuations in consumer demand, ensuring accurate tax calculations during peak shopping periods.
The complexities introduced by off-peak shopping trends underscore the importance of precise compliance measures. Seasonal spikes can lead to varying tax rates across jurisdictions, increasing the risk of costly errors and audits. Retailers must leverage tools like Vertex's O Series and E-Commerce Sales Tax solutions to maintain compliance, avoid revenue loss, and enhance the customer experience throughout transactional peaks and valleys.
Overall, for retail businesses, adopting advanced tax technology is not merely an operational upgrade; it is a strategic imperative. As the landscape of consumer shopping evolves, those businesses equipped with the right technology will not only streamline their tax compliance but also position themselves favorably against competitors in catering to an increasingly dynamic consumer base. Embracing this change with intelligent tools will be crucial for capitalizing on new opportunities and mitigating risks in this shifting retail environment.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
KING OF PRUSSIA, Pa., Aug. 26, 2025 (GLOBE NEWSWIRE) -- Vertex Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of indirect tax solutions, announced the results of its summer consumer tax survey, highlighting a spike in retail and e-commerce activity during what were historically considered off-peak seasons — revealing the emergence of new peak shopping busy periods for businesses and tax professionals to manage.
While the traditional peak shopping season runs from Thanksgiving through Christmas Eve, retail activity has expanded beyond the holidays. Summer travel and recreation, back-to-school shopping and the Halloween rush for costumes have contributed to new off-peak periods of heightened consumer demand.
One factor driving this shift is consumers’ response to an unpredictable economic landscape. Concerns about price increases and product availability are prompting more than half (53%) of consumers to purchase items earlier to avoid rising costs. That same majority is also changing how and where they shop to take advantage of sales and tax-free savings, particularly Millennials and Gen Z.
These seasonal retail shifts are reshaping how businesses prepare for peak shopping periods. To maintain a frictionless checkout experience across in-store and e-commerce channels, automated tax technology is essential. The latest Vertex survey reveals why: during summer, 76% of consumers purchase summer clothing and accessories, 71% shop for summer hobbies, 65% buy sunscreen, 41% pick up beach gear and 34% purchase water toys. For businesses to remain compliant, the need for precision and speed in tax operations becomes paramount. Automated tax platforms reduce friction during merchandise transitions by ensuring every Stock Keeping Unit (SKU) is taxed accurately under current regulations while minimizing errors, accelerating product mapping and supporting compliance — making them essential to high-volume retail operations.
Other key findings include:
- Consumers want a blended shopping experience: 55% of consumers prefer to shop for their favorite summer items both in-store and online, outranking online-only shoppers by 34%, indicating that businesses must ensure efficiency and accuracy across platforms.
- It’s all about the deals: 69% of consumers shop during summer holiday weekend sales when many seasonal items are discounted, from flip-flops to fire pits. While great for consumers, these promotions can challenge retailers, making it critical to automatically update tax rates and maintain compliance.
“Consumer-facing businesses are already navigating a complicated landscape in 2025. They shouldn’t also have to worry about whether their technology solutions and tax tools are equipped to handle the influx of activity around peak summer shopping and seasonal promotions,” said Sal Visca, Vertex Chief Technology Officer. “Vertex supports its retail customers through all transactional peaks and valleys, so they can rest assured that whether they’re scaling seasonal promotions or managing steady day-to-day operations, they have a trusted partner ensuring every transaction and tax amount is accurate and compliant.”
To learn more about Vertex and its indirect tax and compliance solutions for e-commerce and more, visit www.vertexinc.com .
Notes to the Editors
Additional information and background:
FAQs
Why are seasonal retail moments a compliance headache for businesses?
- Seasonal shopping spikes introduce complex tax challenges. Tax rates and rules vary by state, county, city and district, and can change at any time. One misstep can lead to audit risk or worse, a frustrating customer experience leading to lost revenue. Automated tax tools help businesses instantly automatically update rates and rules, apply exemptions accurately, and maintain smooth checkout experiences consistently across all sales channels during high-traffic periods.
How do promotions, tax holidays, and sales spikes affect compliance?
- Short, high-volume sales windows compress operational timelines and increase the risk of errors. Businesses benefit from automated tax engines that:
- Update rates and rules in real time across jurisdictions
- Apply correct product tax treatment at checkout (online and POS)
- Handle exemptions and sales tax holidays consistently to avoid over/under collection
- Scale reliably from hundreds to millions of transactions without sacrificing accuracy
What tax challenges come with omnichannel shopping?
- Sourcing and timing drive most errors, and different fulfillment methods may trigger varying tax rules. Store pickup uses the store’s location, while delivery uses the destination. Promotions and bundles require accurate discount allocation, and returns must reflect the original tax rate. A unified automated tax solution ensures accuracy across channels and handles high volumes without disruption. Tools such as Vertex O Series for Retail and Vertex E-Commerce Sales Tax solutions help retailers manage these complexities and support compliance across every channel.
About the Survey
This survey was conducted via Dynata and polled 1,000 general U.S.-based consumers over 18 years of age in June 2025. Respondents were segmented and analyzed across age groups, gender, marital status, having children, and household income. For complete survey methodology, please email vertex@pancomm.com.
About Vertex
Vertex, Inc. is a leading global provider of indirect tax solutions. The Company’s mission is to deliver the most trusted tax technology enabling global businesses to transact, comply and grow with confidence. Vertex provides solutions that can be tailored to specific industries for major lines of indirect tax, including sales and consumer use, value added and payroll. Headquartered in North America, and with offices in South America and Europe, Vertex empowers the world’s leading brands to simplify the complexity of continuous compliance.
For more information, visit www.vertexinc.com or follow us on X and LinkedIn .
COPYRIGHT © 2025 VERTEX, INC. ALL RIGHTS RESERVED. THE INFORMATION CONTAINED HEREIN IS INTENDED FOR INFORMATION PURPOSES ONLY, MAY CHANGE AT ANY TIME IN THE FUTURE, AND IS NOT LEGAL OR TAX ADVICE.
Vertex Company Contact:
Rachel Litcofsky
Manager, Public Relations
mediainquiries@vertexinc.com
FAQ**
How might the findings from Vertex Inc.'s summer consumer tax survey impact the investment outlook for **Vertex Inc. Class A Common Stock VERX** in light of changing consumer shopping habits?
Given the increased consumer preference for a blended shopping experience, how is **Vertex Inc. Class A Common Stock VERX** poised to address the expanding tax complexities associated with omnichannel retail?
How do promotions and seasonal shopping spikes influence the financial performance and compliance challenges for businesses reliant on **Vertex Inc. Class A Common Stock VERX** tax technology solutions?
What strategic initiatives can **Vertex Inc. Class A Common Stock VERX** undertake to enhance its automated tax platforms in response to the evolving compliance needs highlighted in the recent consumer tax survey?
**MWN-AI FAQ is based on asking OpenAI questions about Vertex Inc. Class A Common Stock (NASDAQ: VERX).
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