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
Thanksgiving online spending hit $6.4 billion, up 5.3% year-over-year.
Black Friday online sales forecast at $11.7 billion, up 8.3% YoY.
Cyber Monday is expected to see $14.2 billion in online spending, up 6.3% YoY.
The entire holiday season is projected to exceed $253 billion in online sales.
Generative AI and mobile shopping are key growth drivers, with AI traffic up 520% YoY.
Buy-now-pay-later (BNPL) services are set to drive $20.2 billion in holiday spending.
Major Takeaways
Cyber Monday remains the peak online shopping day of the year.
Mobile and AI are reshaping consumer shopping behavior.
Competitive discounts and flexible payment options are boosting sales.
Social media and influencer marketing are playing an increasingly important role.