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Black Friday and Cyber Monday Sales Set to Boost E-commerce Stocks
ByAinvest
Tuesday, Dec 2, 2025 4:34 pm ET1min read
US online sales during Black Friday and Cyber Monday reached a record $44.2 billion, up 7.7% from last year. Bank of America Research analyst Michael McGovern highlights Home Goods and Pet Care as standout categories, with Wayfair and Chewy expected to benefit. AI-driven shopping traffic has jumped 805% year over year, with Adobe Analytics reporting that 17% of Black Friday's online spending was influenced by Agentic AI.
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