--- title: "Adobe predicts AI-assisted online shopping to grow 520% during the 2025 U.S. holiday season" description: "Adobe predicts a 520% increase in AI-assisted online shopping during the 2025 U.S. holiday season, with total online sales expected to reach $253.4 billion, a 5.3% rise from last year. Key shopping da" type: "news" locale: "en" url: "https://longbridge.com/en/news/260074356.md" published_at: "2025-10-06T15:42:12.000Z" --- # Adobe predicts AI-assisted online shopping to grow 520% during the 2025 U.S. holiday season > Adobe predicts a 520% increase in AI-assisted online shopping during the 2025 U.S. holiday season, with total online sales expected to reach $253.4 billion, a 5.3% rise from last year. Key shopping days include Cyber Monday, projected at $14.2 billion, and Black Friday at $11.7 billion. Mobile shopping will account for 56.1% of online sales, while buy now, pay later services are expected to drive $20.2 billion in spending. Social media advertising is anticipated to boost online revenue by 51%. Top spending categories include electronics, apparel, and furniture. The U.S. holiday shopping season is expected to bring in $253.4 billion in online sales this year, up 5.3% year-over-year, according to a new report from Adobe’s e-commerce connected division, Adobe Analytics. Adobe Analytics develops its predictions by analyzing over 1 trillion visits to U.S. retail sites, encompassing 100 million SKUs across 18 product categories. Its analytics software is used by a majority of the U.S.’s top 100 online retailers, giving it deep insights into online shopping and consumer behavior. The company forecasts that Cyber Monday will again be the biggest shopping day of the year, up 6.3% year-over-year to reach $14.2 billion. Black Friday will also see higher growth, up 8.3% year-over-year to hit $11.7 billion. U.S. consumers on Thanksgiving Day are also expected to spend $6.4 billion online, up 4.9% year-over-year, as online sales start early. Driving the sales this holiday season will be consumer demand for discounts, where products are expected to be 28% off listed prices. Other trends like shopping from mobile devices, the use of AI services to shop, buy now, pay later services, are other factors behind the rise in online sales. Notably, Adobe predicts that generative AI-powered shopping will boom this year, with AI traffic set to rise by 520% year-over-year and peaking in the 10 days leading up to Thanksgiving. This follows the 1,300% increase in AI traffic to U.S. retail sites seen in 2024. The company expects consumers to largely use AI for research ahead of purchases, based on a survey of 5,000 U.S. consumers — 53% of whom said they may use AI services for this purpose. The survey also found that 40% said they would use AI for recommendations, 36% for deal finding, and 30% for gift inspiration. Adobe expects AI to be used most across categories like toys, electronics, jewelry, and personal care. Another trend expected this year involves mobile devices once again driving more online spend compared with desktop shopping, reaching a record 56.1% share. Last year, mobile accounted for 54.5% of the online transactions during this period, up from 51.1% in 2023. It’s unclear when the mobile growth will taper off and stabilize, especially given the larger-screened smartphone devices available on the market, which make it easier to shop online. Techcrunch event San Francisco | October 27-29, 2025 The 2025 holiday shopping will also see further growth of buy now, pay later (BNPL) services, which are expected to drive $20.2 billion in online spend, up 11% year-over-year, and around $2 billion more than the 2024 holiday season. Cyber Monday is also expected to see a new BNPL milestone, when online spend in this category is expected to reach $1.04 billion, up 5% year-over-year. Social media will also drive more online sales this year. Social media advertising expected to drive a 51% year-over-year increase in online revenue, up from 5% year-over-year growth in 2024. Top categories for spending overall include electronics ($57.5 billion, up 4% YoY), apparel ($47.6 billion, up 4.4% YoY), and furniture ($31.1 billion, up 6.5% YoY). ### Related Stocks - [ADBE.US - Adobe](https://longbridge.com/en/quote/ADBE.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Anthropic 推「AI 同事」Cowork 嚇散兩大傳統軟件股 正式步自主執行階段 | AI 初創企業 Anthropic 推出新功能「Cowork」,使其聊天機器人 Claude 能夠直接操作電腦,處理文件管理等任務。這一創新引發市場震蕩,導致 Adobe 和 Salesforce 股價分別下跌 5.4% 和 7.1%。Co | [Link](https://longbridge.com/en/news/272491583.md) | | 華爾街對 Adobe 失去了信心,因為它成為了 AI 顛覆恐懼的典型代表 | 華爾街對 Adobe 失去了信心,分析師對其在人工智能時代的競爭能力表示高度擔憂。Oppenheimer 將 Adobe 的股票評級下調至 “表現”,這是自 2013 年以來的最低共識評級。導致這一下滑的因素包括嚴峻的商業環境、緩慢的收入增 | [Link](https://longbridge.com/en/news/272483136.md) | | 【新股 IPO】【認購情況】【不斷更新】人工智能 (AI) 公司海致科技 (2706) 錄得 1509.84 億元孖展,超購逾 1934 倍 | 人工智慧公司海致科技於 2 月 5 日至 10 日進行招股,截至 9 日累計錄得 1509.84 億元孖展認購,超購逾 1934 倍。公司計劃發行 2803 萬股 H 股,招股價介乎 25.6 元至 28 元,集資最多 7.8 億元,預計於 | [Link](https://longbridge.com/en/news/275394225.md) | | 有 5000 美元?這兩隻勢不可擋的人工智能(AI)股票值得買入並長期持有 | 這裏列出的股票已經是萬億美元俱樂部的一部分,但它們在未來仍然有很大的上漲空間 | [Link](https://longbridge.com/en/news/275643898.md) | | RBC 表示,Cloudflare 憑藉其現有平台在人工智能擴展方面處於有利位置 | RBC 表示,Cloudflare 憑藉現有平台在人工智能擴展方面處於良好位置 | [Link](https://longbridge.com/en/news/275642152.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.