TECHNOLOGY

Holiday Shopping: How AI and Mobiles Are Changing the Game

USAMon Oct 06 2025

The holiday shopping season in the U.S. is set to be a big deal, with online sales expected to hit $253.4 billion. That's a 5.3% jump from last year.

Key Shopping Days

  • Cyber Monday: Predicted to be the busiest day, with sales reaching $14.2 billion, up 6.3% from the previous year.
  • Black Friday: Not far behind, with an 8.3% increase to $11.7 billion.
  • Thanksgiving Day: Seeing a rise in online spending, with a 4.9% increase to $6.4 billion.

The Role of AI

AI is a major player this year, expected to drive a 520% increase in online shopping traffic, especially in the days leading up to Thanksgiving. Last year, AI traffic to retail sites surged by 1,300%.

Consumers are using AI for:

  • Research
  • Recommendations
  • Finding deals
  • Getting gift ideas

Categories like toys, electronics, jewelry, and personal care are seeing the most AI activity.

Mobile Shopping on the Rise

Mobile shopping is expected to make up 56.1% of online transactions, up from 54.5% last year and 51.1% in 2023.

Buy Now, Pay Later (BNPL) Services

BNPL services are another trend, expected to drive $20.2 billion in online spending, up 11% from last year. Cyber Monday is set to hit a new BNPL milestone, with $1.04 billion in sales.

Social Media's Influence

Social media advertising is expected to drive a 51% increase in online revenue, a significant jump from the 5% growth seen in 2024.

Top spending categories include:

  • Electronics: Leading at $57.5 billion, up 4% from last year.
  • Apparel
  • Furniture

questions

    How accurate are Adobe's predictions given the dynamic nature of consumer behavior and economic conditions?
    What factors could potentially limit the growth of AI-assisted online shopping despite the predicted 520% increase?
    What are the potential risks associated with the increasing reliance on AI for shopping recommendations and deal finding?

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