AI-Powered Tools Push U.S. Black Friday Online Spending to Record Levels

Digital shopping surges as consumers rely on AI to navigate deals, compare prices and stretch budgets during a high-pressure holiday season.

Online spending in the United States reached a record high this Black Friday, as millions of shoppers leaned heavily on AI-assisted tools to find deals, compare offers and avoid crowded stores.

Digital platforms saw unprecedented traffic, reflecting a holiday season shaped by economic caution, inflation pressures and growing reliance on intelligent shopping technologies.

Consumers spent an estimated $11.8 billion online, representing a strong year-over-year increase driven in part by the rapid adoption of chatbots and price-discovery assistants.

Analysts reported that AI-driven activity on retail websites increased sharply compared with last year, with shoppers turning to new digital features from major retailers to streamline decision-making.

The broader economic environment has made shoppers more strategic, with tighter budgets, higher unemployment levels and concerns about tariff-related price increases influencing purchasing patterns.

This shift pushed more consumers online, where they could explore discounts more efficiently and compare offers across multiple platforms before making a purchase.

E-commerce providers noted double-digit growth in digital sales as shoppers prioritized convenience and relied on recommendation tools to reduce the stress often associated with holiday gifting.

Physical store traffic, however, appeared more subdued, reflecting both economic caution and the growing dominance of online-first shopping behavior during major retail events.

AI technology played a particularly influential role in shaping buying decisions, with digital assistants helping consumers quickly identify trending deals and locate products in high demand.

This included popular categories such as electronics, gaming consoles, collectible toys and household gadgets, which traditionally perform strongly during Black Friday events.

Retail analysts observed that AI tools created a sense of guided shopping, easing the challenges of browsing vast product inventories and simplifying tasks like comparing discount levels and reading product reviews.

Many consumers reported feeling more confident in their purchases because of clearer information and quicker access to curated recommendations.

Globally, AI-driven online sales surged as well, reflecting a widespread shift toward algorithm-assisted retail experiences during major shopping holidays.

International markets saw billions in purchases influenced by automated suggestions, highlighting the growing relevance of AI agents in shaping consumer behavior.

Despite the overall growth in spending, rising prices played a role in limiting the number of items purchased, with consumers buying fewer units even as total sales rose.

Higher product costs, influenced by tariff effects and inflation pressures, meant the value of many deals felt less pronounced compared to previous holiday seasons.

Discount levels remained relatively flat, leading some shoppers to perceive fewer compelling offers despite the broad range of promotions highlighted throughout the weekend.

Analysts noted that retailers faced challenges offering deeper price cuts due to elevated inventory costs and financial uncertainty across several product categories.

Order volumes declined slightly as average selling prices rose, mirroring broader economic trends impacting consumer confidence and purchasing power.

Luxury goods, apparel and premium accessories saw notable strength, driven by more resilient spending from higher-income households.

These conditions helped set the stage for a significant Cyber Monday, with forecasts suggesting another record-breaking day for online commerce.

Electronics, computers and apparel were expected to offer some of the deepest discounts of the season, contributing to strong anticipation among shoppers seeking better mid-season deals.

Retailers prepared for heavy digital traffic as consumers continued favoring online channels that offer transparent pricing, detailed product insights and AI-assisted navigation.

This momentum signals an ongoing transformation in holiday shopping behavior, with technology becoming a central driver of how and when purchases are made.