U.S. Black Friday 2025 Sales: E-Commerce Surpasses In-Store, Retail Stocks Mixed

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Citing Bpaynews, U.S. Black Friday 2025 saw a 4.1% year-over-year increase in retail sales excluding autos, driven by a 10.4% surge in e-commerce compared to 1.7% growth in in-store sales. Adobe reported a record $11.8 billion in online spending, with over 50% of purchases made via smartphones. Apparel, restaurants, and jewelry were top-performing categories. In contrast, in-store foot traffic fell 3.6%, pressuring mall-based retailers. Pre-market retail stocks were mixed, with defensive names like Walmart up slightly while others like Target and Best Buy declined. Nasdaq futures dropped over 200 points, reflecting a cautious market tone.

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