Adobe predicts a 520% increase in AI-assisted online shopping during the 2025 U.S. holiday season, with total online sales reaching $253.4 billion, driven by mobile shopping, discounts, AI services, and buy now pay later options, alongside record growth in social media-driven sales and key categories like electronics and apparel.
Thanksgiving 2024 saw a significant boost in online sales, with $33.6 billion spent globally, marking a 6% increase from last year, according to Salesforce. In the U.S., sales rose 8% to $8.1 billion, with mobile devices accounting for 72% of orders. Adobe reported $6.1 billion in U.S. sales, a 9% increase. Discounts averaging 27% were used to attract shoppers amid economic uncertainty. The holiday shopping season, now extended into "Cyber Week," is seeing increased use of digital agents and generative AI by retailers.
Retailers faced challenges due to cautious consumers and inflation during Black Friday 2023. While online spending reached a record high of $9.8 billion, TD Cowen lowered its holiday spend guidance. Mobile shopping surpassed desktop buying, accounting for over half of online spend. Improved shopping experiences and online doorbusters contributed to the surge in mobile and online sales. The calendar, with an extra weekend shopping day and 53 weeks, may benefit retailers. Discount hunters showed renewed interest in Black Friday and Cyber Monday deals, while doorbuster deals lost some of their urgency.