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Artificial intelligence-powered shopping tools drove a record $12 billion in U.S. online spending this Black Friday, a 9% rise from 2024. Retail AI assistants like Walmart’s Sparky and Amazon’s Rufus fueled an 805% surge in AI-generated retail traffic amid mixed consumer confidence and evolving digital spending habits.
Key Takeaways
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AI reshaped consumer discovery: Shoppers increasingly relied on AI shopping assistants to find gifts faster and more efficiently.
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Spending hit new highs: Despite financial strains, U.S. consumers spent nearly $12 billion online, reflecting continued demand for convenience and value.
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Digital and in-store balance: While online channels dominate, many shoppers still prefer brick-and-mortar stores for hands-on product experiences and last-minute needs.
