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What happened
Adobe Analytics has released its predictions for the 2025 U.S. holiday shopping season, estimating total online sales to reach $253.4 billion, reflecting a 5.3% year-over-year increase. The report highlights Cyber Monday as the peak shopping day, expected to generate $14.2 billion, up 6.3% from the previous year. Notably, AI-assisted shopping is set to surge, with a forecasted 520% increase in AI traffic to retail sites, driven by consumer interest in using AI for product research and recommendations. Mobile shopping is also on the rise, projected to account for 56.1% of online sales. Additionally, buy now, pay later services are expected to facilitate $20.2 billion in online spending, marking an 11% increase. Social media advertising is anticipated to significantly boost online revenue, with a 51% year-over-year increase.
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Key insights
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1
AI Traffic Surge
AI-assisted shopping traffic is expected to increase by 520% this holiday season.
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2
Mobile Shopping Growth
Mobile devices are projected to account for 56.1% of online transactions.
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3
Buy Now, Pay Later Expansion
BNPL services are expected to drive $20.2 billion in online spending.
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4
Cyber Monday Predictions
Cyber Monday is forecasted to be the largest shopping day with $14.2 billion in sales.
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5
Social Media Impact
Social media advertising is expected to increase online revenue by 51% year-over-year.
Takeaways
The integration of AI and mobile technology is reshaping the landscape of holiday shopping.