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yesterday

U.S. Online Holiday Sales Hit Record $257.8 Billion, Adobe Says

The pace of growth eased to 6.8% from 8.7% last year.

An Amazon delivery worker pulls their cart across the street during snowfall, with the Flatiron Building behind, in New York City, U.S., January 6, 2025. REUTERS/Adam Gray
An Amazon delivery person pulls packages past a Santa Claus in a window during the holiday season in New York City, U.S., December 18, 2025. REUTERS/Shannon Stapleton
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Overview

  • Spending topped Adobe’s $253.4 billion forecast for the Nov. 1–Dec. 31 period.
  • Buy-now-pay-later purchases reached a record $20 billion, up 9.8%, with Cyber Monday logging a $1.03 billion BNPL day.
  • Smartphones accounted for 56.4% of transactions, up from 54.5% a year earlier.
  • Retail site traffic tied to AI shopping assistants jumped 693.4% year over year.
  • Salesforce reported $1.29 trillion in global online holiday sales and $294 billion in the U.S., estimating AI and agents drove 20% of retail sales.