New York, November 30, 2025 :
The U.S. recorded its biggest Black Friday online sales ever on November 29, 2025, with e-commerce spending soaring to $11.8 billion, a 9.1% increase from 2024, according to Adobe Analytics. The surge was fueled by aggressive AI-driven discount engines, mobile-first shopping, and new digital storefronts reshaping consumer behavior.
Amazon, Walmart, and Target deployed AI-curated deals that personalized offers in real time, prompting 60% of all online transactions to occur via mobile devices. Adobe reported 189 million shoppers, with electronics leading at $3.2 billion, followed by toys at $1.1 billion.
Platforms and Categories That Drove the Surge
Amazon & Walmart saw record mobile conversions due to smart recommendations.
Shopify merchants experienced a 25% jump in traffic, driven by small-business promotions and AI-powered product discovery.
TikTok Shop made a blockbuster U.S. Black Friday debut with $500 million in sales, propelled by viral livestream shopping.
Crypto payments grew 40%, marking their strongest Black Friday adoption to date.
Traditional retailers extended aggressive discounts into Cyber Week, with Target promoting multi-day price freezes to capture inflation-conscious shoppers. Economists say consumers focused on value-driven, necessity-oriented spending, contributing to stronger Q4 GDP forecasts.
Analysts note that 2025 Black Friday trends confirm a structural shift: AI shopping assistants, mobile browsing, and social commerce are becoming the dominant engines of U.S. retail growth.
