Black Friday 2025 once again confirmed that the global shopping season is no longer about a single day of discounts. It has evolved into a prolonged, highly competitive period in which brands fight for attention, loyalty, and conversions across digital channels. Consumer behavior continues to shift toward online and mobile shopping, while expectations around personalization, transparency, and convenience keep rising.
We look at the growing role of mobile commerce, the impact of AI on product discovery and decision-making, the importance of timing and peak days, and why trust and real value matter more than ever.
Based on these insights, we outline practical ways to improve marketing performance and stay competitive in the peak shopping season.
Black Friday 2025 transitioned into a week-long format. Retailers began offering discounts several days before the main date, and some brands extended promotions for up to a month as they searched for ways to sustain demand.
The average global discount rate reached 25%, while loyalty program registrations doubled compared to 2024. Brands actively encouraged participation through special terms and exclusive offers.
The highest average discounts were recorded in:
Globally, Black Friday 2025 generated $79 billion in online sales, representing approximately 6% year-over-year growth. In the U.S., online revenue reached record levels, estimated between $11.8 and $18 billion.
Black Friday 2025 showed that leading retailers focused on:
According to Shopify, strong sales were recorded in beauty and apparel. Fashion remains a key Black Friday category, while skincare, cosmetics, and fragrances continue to grow due to gift sets and social media trends.
Electronics also saw strong growth, driven by promotions on TVs, smartphones, gaming consoles, and accessories.
Family products — especially toys — were also in high demand, as shoppers purchased early to avoid December shortages ahead of the New Year season.
Online and mobile channels remain the primary sales drivers, while foot traffic in physical stores continues to decline. AI algorithms and assistants help users find better deals, compare prices, check availability, and discover relevant alternatives.
As a result, AI’s influence on consumer behavior has significantly increased. During Black Friday, AI-assisted purchases accounted for more than $14 billion in online sales, confirming that AI has become a full-fledged decision-making channel.
Adobe reported that AI-related traffic to U.S. retail websites increased by 805% compared to the previous Black Friday.
Cyber Monday set a new record for single-day online sales in the U.S., exceeding Black Friday sales by $2.45 billion.
According to the National Retail Federation (NRF):
According to Adobe for Business, from November 1 to December 1, 2025:
Mobile now accounts for more than half of all online spending, meaning every second e-commerce dollar is spent on a smartphone.


Retailers spread promotions over time, but the deepest discounts were concentrated in the final week. Consumers waited for the peak rather than responding to early deals, amplifying the delayed demand effect that exploded at the end of November.
Despite early discounts, most spending occurred in the final 7–10 days. Revenue growth was not linear but spike-driven, responding to maximum discounts and perceived scarcity.
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