Omni Talk Retail Black Friday Hits RECORD $11.8 Billion in Online Sales | Fast Five Shorts
Dec 6, 2025
Black Friday 2025 saw a staggering $11.8 billion in online sales, marking a 9.1% increase from last year. Chris raises eyebrows over an 805% surge in AI-driven traffic, asking if it's impressive or merely slow. Meanwhile, Anne points out that AI agents influenced 25% of purchases, indicating significant growth ahead. Club stores are booming, outperforming with increasing shopper traffic. Plus, mobile commerce only captures 55% of purchases, hinting at untapped potential in the market.
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Record Online Sales And Channel Split
- Black Friday online sales reached a record $11.8 billion, up roughly 9–10% year-over-year across multiple trackers.
- Mobile drove 55% of purchases while BNPL contributed nearly $800 million of the online spend.
Club Stores Crushed Black Friday Traffic
- Club stores significantly outperformed with Sam's Club, BJ's and Costco showing double-digit-ish traffic gains.
- Chris highlights that shoppers are finding value in clubs despite the typical aversion to crowded club environments.
Mobile Adoption Still Has Upside
- Mobile still accounts for only about 55% of purchases, leaving substantial room for mobile growth in coming years.
- Chris expresses surprise that mobile hasn't fully dominated checkout yet, implying future opportunity.