Black Friday 2025 has officially made history. According to fresh data from Adobe Analytics, American shoppers spent a record-breaking $11.8 billion online, surpassing last year’s $10.8 billion and setting the tone for a massive holiday shopping season. Adobe, which tracks over 1 trillion visits to U.S. retail sites, says consumers were spending at an astonishing pace, $12.5 million every minute between 10 a.m. and 2 p.m.
As more shoppers opt to stay home and take advantage of online deals, Black Friday continues shifting from an in-store frenzy to a major e-commerce moment.
Black Friday 2025 by the Numbers
$11.8 Billion Spent Online – A New Record
Adobe reports that U.S. shoppers broke online spending records, with totals rising 9% year-over-year.
Spending Surge During Peak Hours
From 10 a.m. to 2 p.m. alone, buyers spent an average of $12.5 million per minute, highlighting how concentrated and intense online activity has become.
Cyber Monday Expected to Be Even Bigger
Adobe projects $14.2 billion in Cyber Monday spending, which could set yet another online shopping record.
What the Data Signals About Holiday Shopping Trends
Total Holiday Spending Could Hit $253.4B
Adobe forecasts U.S. holiday e-commerce sales to reach $253.4 billion, up from $241.1 billion in 2024, a sign that consumers are shopping earlier, and more online than ever.
Salesforce Data Confirms Steady Growth
Salesforce reported $79 billion in global Black Friday spending, including $18 billion in the U.S. While these increases appear strong, Salesforce notes a deeper trend:
- Prices were up 7%
- Order volumes were down 1%
In other words, growth may be driven more by inflation than by rising demand.

AI Is Quietly Reshaping Holiday Shopping
Both Salesforce and Adobe highlight the expanding role of AI tools and AI shopping agents in influencing consumer purchases.
Salesforce reports that AI influenced $22 billion in global sales between Thanksgiving and Black Friday. This includes:
- AI-powered product recommendations
- AI chatbots assisting in checkout
- AI agents comparing deals automatically
While the definition of “AI influence” varies, it signals a major shift in how consumers discover and choose products.
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- 57 US AI Startups That Raised $100M or More in 2025
- Apple Ordered to Pay Masimo $634M for Patent Infringement
- AWS $50B Investment to Build AI Infrastructure for U.S. Government
Online vs. In-Store Black Friday Traffic
This year’s Black Friday wasn’t just about e-commerce, though online clearly dominated. Brick-and-mortar retailers experienced mixed results:
- RetailNext: in-store traffic down 3.4%
- Pass_by: foot traffic up 1.17% nationwide
- Department stores saw a surprising 7.9% increase
These conflicting numbers show how difficult it is to measure real-world behavior at scale, but they also suggest that in-person shopping remains resilient, especially in categories like department stores.
Black Friday 2025 has cemented itself as one of the biggest online shopping events in history. With a record $11.8B in online spending, surging AI-assisted purchases, and strong early holiday demand, retailers now turn their focus to Cyber Monday, which is expected to surpass even these historic numbers.
The early data points to a holiday season driven by convenience, intelligent shopping tools, and higher prices, and consumers seem more willing than ever to click “buy now.”
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