Full Breakdown
Record Spending on Black Friday 2025: A Shift in Consumer Behavior
12/1/2025, 1:08:23 PM
Overview of Black Friday Spending Trends
American consumers set a new record for online spending on Black Friday 2025, reaching $11.8 billion, a 9.1% increase from the previous year, according to data from Adobe Analytics. This surge reflects a broader trend in holiday shopping, with an estimated 187 million Americans participating in shopping activities over the weekend. In addition to online spending, physical stores also saw a modest increase in foot traffic, with reports indicating a 1% rise in in-store visits compared to 2024.
The Role of Artificial Intelligence in Shopping
A notable trend this year was the significant reliance on artificial intelligence (AI) tools among shoppers. Traffic to U.S. retail websites driven by AI surged by 805% compared to 2024, with consumers using AI-powered chatbots to compare prices and track deals. Nearly half of U.S. shoppers indicated they had used or planned to use AI to assist with their online shopping, highlighting a shift towards technology-driven purchasing decisions.
Consumer Behavior Amid Economic Challenges
Despite the record spending, many consumers exhibited caution, influenced by ongoing inflation and economic uncertainty. Reports indicated that while shoppers were willing to spend, they were more selective, purchasing fewer items at checkout. The average selling price of goods increased by 7%, suggesting that while total sales figures were strong, the volume of items sold was lower. This trend indicates a shift in consumer behavior, where shoppers are prioritizing specific wish list items over impulse purchases.
In-Person Shopping Experience
While online shopping continues to grow, many consumers still value the in-person shopping experience. Shoppers at locations like Tanger Outlets in Central Ohio expressed a preference for physically examining products before purchase. This sentiment was echoed by shoppers who emphasized the importance of tradition and the tactile experience of shopping, despite the convenience of online options.
Official Statements & Responses
Retail experts noted that Black Friday has evolved into a multi-day event rather than a single shopping frenzy. Marshal Cohen, Chief Retail Advisor at Circana, remarked, “The Black Friday that we have come to know and love has changed,” indicating a shift in consumer engagement and urgency. Additionally, Chip West, a retail expert, stated, “Despite questions about its relevance... Black Friday remains the most significant shopping day of the holiday season.”
Criticism & Opposition
Some analysts expressed concern over the implications of rising prices and inflation on consumer spending. Caila Schwartz, director of consumer insights at Salesforce, highlighted that while sales figures appeared strong, they masked deeper issues, stating, “On the surface, sales were strong... But with the average selling price for goods climbing 7%, U.S. shoppers continued to feel the bite of inflation.”
What's Next: Cyber Monday Expectations
Looking ahead, Cyber Monday is anticipated to surpass Black Friday in terms of online spending, with projections estimating $14.2 billion in sales. Retailers are expected to continue offering significant discounts and promotions, further extending the holiday shopping season.
Verbatim Quotes
- “Consumers are using new tools to get to what they need faster,” — Suzy Davidkhanian, eMarketer Analyst
- “Traditions are important to a family. I hope I can continue to do that with [my daughter] throughout her adulthood.” — Alicia Daugherty, Shopper
- “The era of the impulse holiday spree is ending.” — Joe Shasteen, RetailNext Global Manager
This year’s Black Friday spending reflects a complex interplay of consumer behavior, technological influence, and economic factors, setting the stage for a dynamic holiday shopping season.
