AI Agents Drive Record $11.8 Billion Online Black Friday Spend
Traffic from AI-powered sources surged over 800% as bots successfully navigated deals.
US consumers spent a record $11.8 billion online during Black Friday 2025, a 9.1% increase year-over-year, according to Adobe Analytics data. The surge was driven by a fundamental shift in shopping behavior: the widespread adoption of AI agents as purchasing proxies.
The Rise of Agentic Commerce
Data indicates that 2025 marks the transition from human-led search to agent-led acquisition. - Traffic Surge: Referrals to retail sites from AI-powered sources (LLMs, chatbots, voice agents) increased by 805% compared to 2024. - Conversion Efficiency: Shoppers arriving via AI channels were 38% more likely to complete a purchase than those arriving from …
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