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Black Friday to Cyber Monday: What Drove Record Spend in 2025

Written by Jayme Muller

December 11, 2025

Online shopping during a Cyber Week. 3d illustration.

Results are in for retail performance over the five-day period that includes Thanksgiving Day and Cyber Monday, also known as Cyber Week. And while this period remains a key indicator for overall seasonal performance, it’s no secret that Black Friday sales continue to creep earlier into November. 

In fact, the National Retail Federation (NRF) officially considers the “holiday season” to be November 1 through December 31, and current NRF predictions have total holiday spend hitting $1 trillion for the first time. While the final tally is still weeks away, a large share of the total typically comes from transactions during Cyber Week. So, let’s look at behavior and overall spend across these five days.

Online Sales Drive Black Friday, Cyber Monday Growth 

According to a survey released by the NRF, a record 202.9 million Americans went shopping online and in-store during the five-day stretch from Thanksgiving to Cyber Monday.  

Online shoppers led the surge with $44.2 billion spent in just five days, per Adobe data. Black Friday, specifically, saw a 9.1 percent increase year-over-year (YoY) with $11.8 billion spent. And Salesforce reported a 6 percent YoY increase on Cyber Monday with online sales totaling $13.6 billion. 

Top Cyber Monday categories included electronics (up 12.8 percent YoY) and furniture (up 5.4 percent YoY). Average discounts for each category were 19 percent, respectively.

Three Key Contributors to Online Sales During Cyber Week 

AI Use Increases Retail Traffic

AI continues to dominate the retail conversation this holiday season. Both Adobe and Salesforce attributed major e-commerce activity to AI-powered tools. “This holiday season proves that AI is no longer a tool for just cost-cutting—it’s a massive revenue engine,” Caila Schwartz, Director of Consumer Insights at Salesforce, shared with Forbes. 

And here are the numbers. For Black Friday, Adobe results showed AI-driven traffic up 805 percent YoY, and Salesforce credited AI with $3 billion in U.S. online sales. On Cyber Monday, AI traffic was up 670 percent YoY, per Adobe. 

BNPL Helps Convert Cyber Sales

Another Cyber Monday boost came from a 4.2 percent YoY increase in buy now, pay later (BNPL) purchases, which led to $1.03 billion in online sales on that day alone.  

Shoppers Prefer Mobile on Cyber Monday

For the second consecutive year, “mobile remains the most popular way for online shoppers to browse and buy on Cyber Monday,” with a YoY increase of 16 percent. 

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