Earlier this month MasterCard noted that even Walmart now allows its customers to make purchases through ChatGPT. And after polling more than 4,000 consumers in the U.S., Canada, U.K., and UAE, they found "more than four in 10 consumers already use AI tools to help them shop, including 61% of Gen Z and 57% of millennials."
Many (50% of Gen Z and 49% of millennials) say they'd even let AI handle all their gift-buying if it meant avoiding stress. Younger shoppers trust AI's taste, with 51% of Gen Z and 55% of millennials relying on it to deliver unique and thoughtful recommendations (sometimes even more than they trust themselves). The most popular uses include getting personalized product recommendations, confirming the best deal before purchasing, and summarizing thousands of reviews instantly.
The bottom line: Shoppers are embracing AI as their new personal assistant — one that knows their budget, style, and patience level...
If the 2025 holiday shopper could be summed up in one word, it's intentional. They're planning earlier, spending wiser and using technology to make every dollar and every gift count.
The first figures are now in for the traditional "Black Friday" shopping day after Thanksgiving, and U.S. shoppers "spent a record $11.8 billion online," reports Reuters, "up 9.1% from 2024 on the year's biggest shopping day, according to Adobe Analytics, which tracks 1 trillion visits that shoppers make to online retail websites..."
And sure enough, this year shoppers were helped by AI:
AI-powered shopping tools helped drive a surge in U.S. online spending on Black Friday, as shoppers bypassed crowded stores and turned to chatbots to compare prices and secure discounts amid concerns about tariff-driven price hikes... The AI-driven traffic to U.S. retail sites soared 805% compared to last year, Adobe said, when artificial intelligence tools such as Walmart's Sparky or Amazon's Rufus had not yet been launched. "Consumers are using new tools to get to what they need faster," said Suzy Davidkhanian, an analyst at eMarketer. "Gift giving can be stressful, and LLMs (large language models) make the discovery process feel quicker and more guided..." Globally, AI and agents influenced $14.2 billion in online sales on Black Friday, of which $3 billion came from the U.S. alone, according to software firm Salesforce.
There's another reason shoppers turned to AI. 2025's Black Friday arrived "amid tighter budgets, unemployment nearing a four-year high, U.S. consumer confidence sagging to a seven-month low and price tags that have shoppers watching every dollar," according to the article:
Discount rates also remained flat when compared to 2024, with AI helping shoppers discover the best deals, and an increase in the price tags made deeper discounts difficult for retailers... Order volumes fell 1% as average selling prices rose 7%. Consumers also purchased fewer items at checkout, with units per transaction falling 2% on a year-over-year basis, Salesforce said.
The spending surge sets the stage for an even bigger Cyber Monday, projected to drive $14.2 billion in sales, up 6.3% on a year-over-year basis and the largest online shopping day of the year, Adobe said. Electronics are expected to see the deepest discounts on Cyber Monday, reaching 30% off list prices, along with strong deals on apparel and computers, Adobe said.
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