Quick Facts
- Bomber jacket orders rose 76% and sweater orders rose 65% on Shopify in August as shoppers pivoted to fall fashion.
- Back-to-school spending per child is projected to reach $489 in 2026, up 11.7% year over year.
- Craft sets surged 483% and upright steam mops jumped 187% on Shopify in August, reflecting a broader nesting impulse.
Shopify’s August sales data reveals a sharp seasonal pivot across its merchant base. Back-to-school shopping peaked while fall fashion simultaneously took hold, with consumers loading up on cold-weather clothing, school essentials, and household goods.
Fall apparel led the charge. Orders for bomber jackets rose 76%, sweaters climbed 65%, sweatshirts and leggings each jumped 56%, trench coats gained 40%, and overcoats were up 33% compared to the prior month.
The back-to-school surge had already begun in July. School uniforms rose 231% from June to July, backpacks climbed 180%, and lunch boxes increased 174%. Calculators, folders, pencils, and water bottles also posted double-digit gains that month.
August extended that momentum while adding new categories. Shopify recorded a broad nesting pattern as families prepared for the school year. Craft sets surged 483%, doll-making kits rose 251%, felting pads and mats climbed 108%, and art and drafting tables gained 63%.
Household cleaning followed a similar pattern. Orders for upright steam mops rose 187%, lawn sweepers climbed 115%, and broom sales increased 81% across Shopify stores in August.
Music and sports also spiked. Synthesizer keyboards rose 86%, metronomes gained 71%, and baritone saxophones climbed 62%. Football-related gear followed, with cheerleading pom poms up 40%, football girdles up 34%, and football gloves up 29%.
The macro backdrop is shaping how and when families spend. According to the National Retail Federation, 91% of back-to-school shoppers expect prices to rise in 2026 due to tariffs. Analysis projects the 2026-27 school year will cost families close to $4,000 per child, up 10.7% from last year. A typical basket of school supplies now costs 7.7% more, and lunch items cost 10.9% more.
Tariff pressure is hitting suppliers directly. Newell Brands, maker of Sharpie, Paper Mate, and Elmer’s glue, faced $174 million in tariff costs and expects another $130 million hit in 2026. Janeen Junson, owner of Artists Emporium in Winnipeg, told CTV News that a simple sketchbook now costs 25% more than it did last year.
Total back-to-school retail sales are forecast to reach $85.42 billion in 2026. Families with children in elementary through high school plan to spend an average of $874.68 on supplies, clothes, shoes, and electronics.
Retail experts note that post-Labor Day deals may still draw shoppers. Stephanie Carls, retail insights expert with RetailMeNot, said retailers aim to clear back-to-school inventory before stocking fall merchandise, creating pricing opportunities for budget-conscious buyers through early September.
For Shopify merchants, the data points to a compressed but high-intensity selling window. Brands that moved early on school essentials captured July demand. Those positioned in fall apparel, home organization, and crafting picked up the August wave. The sequential nature of the data suggests operators who plan category promotions month-by-month through Q3 are better positioned to capture the full seasonal arc.
Read more: School supplies and fall wardrobes took over Shopify in August

