U.S. consumers are set to spend a record $14.2 billion online on Cyber Monday and $11.7 billion on Black Friday, both showing strong year-on-year growth. Thanksgiving spending reached $6.4 billion, marking a robust start to the holiday shopping season. Adobe Analytics reports that generative AI, mobile shopping, and buy-now-pay-later services are driving the surge in digital sales.
The 2025 holiday shopping season is off to a blazing start, with Adobe Analytics reporting record-breaking online spending across Thanksgiving, Black Friday, and Cyber Monday. Consumers spent $6.4 billion online on Thanksgiving, a 5.3% increase from last year, signaling strong early demand. Black Friday is expected to hit $11.7 billion in online sales, up 8.3% year-over-year, while Cyber Monday is projected to be the biggest single shopping day, with $14.2 billion in digital transactions, a 6.3% rise from 2024.
The holiday season as a whole is forecast to generate over $253 billion in online sales, with ten days expected to surpass $5 billion in daily spending. Mobile devices are playing a pivotal role, accounting for more than half of all purchases, and generative AI-powered shopping tools are seeing explosive adoption, with AI traffic up 520% compared to last year.
Notable Updates
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Thanksgiving online spending hit $6.4 billion, up 5.3% year-over-year.
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Black Friday online sales forecast at $11.7 billion, up 8.3% YoY.
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Cyber Monday is expected to see $14.2 billion in online spending, up 6.3% YoY.
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The entire holiday season is projected to exceed $253 billion in online sales.
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Generative AI and mobile shopping are key growth drivers, with AI traffic up 520% YoY.
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Buy-now-pay-later (BNPL) services are set to drive $20.2 billion in holiday spending.
Major Takeaways
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Cyber Monday remains the peak online shopping day of the year.
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Mobile and AI are reshaping consumer shopping behavior.
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Competitive discounts and flexible payment options are boosting sales.
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Social media and influencer marketing are playing an increasingly important role.
Source: Adobe Analytics, Adobe Newsroom, CNBC