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US Black Friday online sales hit record $11.8 billion, Adobe reports

Mobile shopping accounted for over half of the $11.8 billion U.S. online Black Friday sales, boosted by a 9.1% year-over-year increase and AI-driven traffic.

  • On Black Friday, Mastercard SpendingPulse reported US retail sales climbed 4.1% year-over-year, with the five-day Thanksgiving-through-Cyber Monday window shaping activity, data released Saturday shows.
  • Amid a K‑shaped economy, the Beige Book shows spending among low‑ and middle‑income consumers is declining, while Lombana said less affluent shoppers are budgeting.
  • Adobe data show strong online momentum in apparel, with online shoppers spending $20.2 billion on Black Friday and Adobe reporting a record $6.4 billion online on Thanksgiving.
  • Value‑focused chains benefited while others struggled as Walmart gained market share across income groups, while Target and Bath & Body Works faced challenges from pickier shoppers.
  • Given inflation, nominal gains may overstate real growth as Rick Newman said the 4.1% nominal rise may translate to about one in real terms, while consumers bought fewer items and average selling prices rose.
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Black Friday online spending hits record $11.8B

AI-driven traffic to retail websites jumped 805% as Americans avoided crowded stores.

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By Nathaniel Meyersohn and Auzinea Bacon, CNN Retail sales in the US during Black Friday, the most active shopping day of the year, increased by 4.1 percent compared to last year, according to data released this Saturday by Mastercard SpendingPulse. Only online buyers spent US$11.8 billion, 9.1 percent more than in 2024, according to the Adobe Analytics data collection platform. However, those profits do not consider higher price increases due t…

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Proceso Digital broke the news in on Friday, November 28, 2025.
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