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Online Black Friday Spending Hits Record $11.8 Billion, AI's Growing Influence

E-commerce Black Friday Salesforce Adobe Analytics AI Retail Cyber Monday Consumer Spending
November 29, 2025
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Digital Dominance
Media Hype 8/10
Real Impact 9/10

Article Summary

Black Friday 2025 witnessed a surge in online retail spending, with Adobe Analytics reporting a record $11.8 billion in online purchases. This figure represents a significant increase over last year’s $10.8 billion. The data indicates a shift towards convenience and digital shopping, as shoppers opted to stay home and take advantage of deals. Notably, Adobe projects an even larger Cyber Monday with $14.2 billion expected, and a total holiday spending projection of $253.4 billion for the year. However, the growth isn't solely driven by increased demand; Salesforce data revealed that average prices rose by 7% while order volumes decreased, suggesting inflation’s impact. Simultaneously, AI’s influence on holiday shopping is escalating, with Salesforce estimating $22 billion in global sales influenced by AI agents and technologies during the Thanksgiving weekend. Despite contrasting trends in brick-and-mortar shopping (down 3.4% overall, but up in department stores), the data underscores the ongoing transformation of the retail landscape, heavily shaped by digital technologies and increasingly sophisticated AI applications.

Key Points

  • Online Black Friday spending reached a record $11.8 billion, signaling a continued trend towards e-commerce.
  • Inflation is impacting consumer spending, with average prices rising while order volumes decline.
  • AI is playing an increasingly significant role in shaping holiday shopping trends, with an estimated $22 billion in global sales influenced by AI agents.

Why It Matters

This news is critical for professionals involved in retail, marketing, and technology. The continued rise in online spending highlights the enduring power of e-commerce and the necessity for businesses to maintain a strong digital presence. Furthermore, the burgeoning role of AI in retail—from personalized recommendations to targeted advertising—demands attention and strategic investment. Understanding these trends is crucial for forecasting sales, optimizing marketing campaigns, and adapting to the rapidly evolving dynamics of the modern retail market.

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