US EditionUS online holiday spending hits record levels despite slower growth, Adobe says
U.S. online holiday sales hit $257.8 billion, up 6.8%, driven by AI-powered shopping tools and a 9.8% increase in buy-now-pay-later usage, Adobe reported.
- During the Nov. 1–Dec. 31 holiday period, Adobe Analytics reported U.S. online spending reached $257.8 billion, a 6.8% increase from 2024.
- Smartphones accounted for 56.4% of online transactions, while Pandya noted `Competitive discounts and flexible payment options like Buy Now Pay Later also contributed to driving record spend`.
- Electronics spending reached $59.8 billion, up 8% last year, with discounts peaking at 30.9% off and top sellers including Apple Watch Series 11, Ray-Ban Meta glasses, and Lego Icons.
- Adobe noted that holiday growth slowed in 2025 despite a record season, while lower-income consumer groups raised spending by 0.6% as Bank of America reported increased reliance on financing.
- Looking ahead, Adobe's methodology analyzes more than 1 trillion site visits, while Sooth projects BNPL default rates could rise 50% in early 2026, posing risks for financing providers and merchants.
14 Articles
14 Articles
US online holiday spending hits record levels despite slower growth, Adobe says
U.S. online holiday spending growth slowed in the 2025 season, Adobe Analytics data showed on Wednesday, even as shoppers set a record on the back of steep discounts and wider use of buy-now-pay-later plans.
U.S. consumers bought a lot of electronics, via their phone and with increasing use of AI, according to a study by Adobe Analytics conducted between November 1 and December 31. The amount of transactions exceeded the record 250 billion dollar...
Bankinter Market Consensus Online sales in the Christmas campaign (1 November – 31 December) increase +6.8% to $257.8 billion according to Adobe Analytics. Bankinter's analysis team opinion: They exceed expectations of $253,400 M$, but are moderated with respect to growth of +8.7% in 2024. Including physical sales, the National Retail Federation expects a growth of spending in the Christmas campaign of +3.7%/+4.2% vs +4.3% in 2024. A moderation…
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