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This article outlines key insights from Adobe's 2025 Holiday Shopping report, revealing a record $257.8 billion spent online during the season. It highlights the dominance of mobile shopping, the growth of buy now, pay later options, and a significant increase in AI-driven traffic to retail sites.
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The 2025 holiday shopping season marked a significant milestone, with online spending reaching a staggering $257.8 billion from November 1 to December 31, representing a 6.8% increase from the previous year. Mobile shopping emerged as the dominant mode, accounting for over 56% of total online sales. This shift underscores a growing consumer preference for mobile devices, making the 2025 season the first where mobile revenue share exceeded half of all online spending.
Buy now, pay later (BNPL) options also gained traction, with consumers spending $20 billion through this payment method, reflecting a 9.8% growth compared to 2024. This trend highlights an increasing reliance on flexible payment solutions as shoppers navigate their budgets during the holiday rush. Furthermore, traffic driven by AI sources, particularly large language models, surged by an astonishing 693.4% compared to last year. This dramatic rise indicates that AI is reshaping how shoppers find and engage with products.
Key product categories that drove holiday sales included toys, video games, consoles, and electronics. These items dominated consumer spending, showcasing the continued popularity of tech and entertainment gifts. The data from Adobe's report provides valuable insights for retailers looking to adapt to these changing consumer behaviors and preferences in future holiday seasons.
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