Squawk Pod Black Friday with Shopify & Amazon 11/28/25
7 snips
Nov 28, 2025 
Courtney Reagan, CNBC's senior retail reporter, provides live insights from a New Jersey mall, highlighting the changing dynamics of Black Friday shopping. Harley Finkelstein, President of Shopify, reveals real-time data showing skincare and activewear leading sales trends. Jay Marine, head of Prime Video U.S., discusses Amazon’s integration of live sports with shopping on Black Friday. Together, they delve into consumer behavior shifts and the significance of omnichannel approaches during the holiday rush.
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Mall Lines And Gen Z Presence
- Courtney Reagan reports Paramus mall opened with lines at Lululemon and Hollister and a strong Gen Z presence.
- She notes in-store traffic peaks have shifted later in the day but Black Friday remains the biggest in-store shopping day.
Online Sales Still Growing Strong
- Online sales projections show growth with Adobe predicting nearly $12 billion on Black Friday, up over 8% year-over-year.
- Courtney cites ShipBob and Salesforce data indicating online peaks occur post-Thanksgiving and Black Friday can outpace Cyber Monday.
Shopify's Real-Time Holiday Surge
- Shopify is processing massive real-time volume with 2.4 million sales per minute and 17 million unique shoppers since last night.
- Harley Finkelstein says every 26 seconds a new entrepreneur on Shopify gets their first sale, highlighting platform dynamism.