Here are some numbers worth unwrapping before Christmas. UK holiday online spending is set to hit a record £26.9 billion from now until December 31, up 4.2% compared to a year ago! For good measure, that makes it a third successive year of positive year-on-year growth in online spending over the holiday period.
Image: Pixabay
All that’s according to Adobe Analytics data which has a pretty good handle on what’s happening out there as it analyses hundreds of billions visits to of UK online retail sites and tracks 100 million SKUs in 18 product categories.
Further good news is that despite consumers trading down to cheaper goods throughout 2025, they’re expected to trade up to more expensive items during the festive season “as they treat themselves and buy gifts for others”.
The share of goods sold for the most expensive items is expected to increase 15% in November and December compared to year-to-date averages (January-September). Categories that will see the biggest increases in their revenue share of higher-priced goods include Personal Care Products (+41%) and Sporting Goods (+36%).
So how do the wider figures break down? To begin with, unsurprisingly, Black Friday is set to be the biggest spending day of the year at £1.19 billion, up 6.6% on a year ago, kicking off a bumper Cyber Weekend.
Online spending during Cyber Weekend (Black Friday to Cyber Monday) is projected to grow 4.4% year-on-year to £3.8 billion, capturing 14.2% of the season’s total revenue.
Cyber Monday is expected to be the second highest with a £963.6 million expected spend (up 4.1%) followed by Sunday, with £895.8 million spent (up 2.6%).
Boxing Day is also forecast to cross the half-a-billion-pound threshold (£510 million), up 4.6%.
Seasonal discounts across Black Friday and the Cyber Weekend are expected to be comparable to 2024 levels while discounts will be at their deepest for most items over Cyber Weekend.
However, personal care products will be 18% cheaper on Black Friday when apparel will also be 17% cheaper. Boxing Day (26 December) will be time to buy sporting goods when they’re 15% cheaper.
Even with deep discounts, the report noted that shoppers will up their usage of Buy Now, Pay Later (BNPL) to spread the cost of Cyber Weekend and festive spending.
Total online BNPL spend during the 2025 season (1 November- 31 December) is forecast at £3.8 billion, up 5.4% on last year. Black Friday is forecast to see £132 million spent using BNPL, up 12.7%, and Cyber Monday is forecast to be the largest day ever for UK BNPL with shoppers spending £159.3 million, up 4.2% on a year ago.
And artificial intelligence-assisted traffic (ChatGPT or Google Gemini) to retail sites has skyrocketed throughout 2025, with momentum building into the festive season as consumers increasingly turn to the services for gift inspiration, product recommendations and comparisons, price comparisons and more.
In September, referrals to retail sites from GenAI sources were up 730% compared with September 2024; in November and December, referrals from GenAI sources are projected to continue rising, with expected growth of 410%, compared to year ago; traffic is expected to spike during major shopping days, peaking on Cyber Monday; and Black Friday and Boxing Day are forecast to increase traffic share by 310% and 750% compared with the same days last year.
However, mobile remains the favoured device for online shopping, and its dominance is growing with the 2025 season expected to set a new record for amount spent and share of spend. Some £15.3 billion will be spent via mobile devices in November and December, up 5.5% on last year’s £14.5 billion.
Meanwhile, mobile revenue share during the festive season is forecast to be 56.7% of total online spending, edging up from 56% last year.
The demerger of Unilever‘s ice cream division, to be named ‘The Magnum Ice Cream Company,’ which had been delayed in recent months by the US government shutdown, will finally go ahead on Saturday, the British group announced.
Reuters
Unilever said in a statement on Friday that the admission of the new entity’s shares to listing and trading in Amsterdam, London, and New York, as well as the commencement of trading… is expected to take place on Monday, December 8.
The longest federal government shutdown in US history, from October 1 to November 12, fully or partially affected many parts of the federal government, including the securities regulator, after weeks without an agreement between Donald Trump‘s Republicans and the Democratic opposition.
Unilever, which had previously aimed to complete the demerger by mid-November, warned in October that the US securities regulator (SEC) was “not in a position to declare effective” the registration of the new company’s shares. However, the group said it was “determined to implement in 2025” the separation of a division that also includes the Ben & Jerry’s and Cornetto brands, and which will have its primary listing in Amsterdam.
“The registration statement” for the shares in the US “became effective on Thursday, December 4,” Unilever said in its statement. Known for Dove soaps, Axe deodorants and Knorr soups, the group reported a slight decline in third-quarter sales at the end of October, but beat market expectations.
Under pressure from investors, including the activist fund Trian of US billionaire Nelson Peltz, to improve performance, the group last year unveiled a strategic plan to focus on 30 power brands. It then announced the demerger of its ice cream division and, to boost margins, launched a cost-saving plan involving 7,500 job cuts, nearly 6% of the workforce. Unilever’s shares on the London Stock Exchange were steady on Friday shortly after the market opened, at 4,429 pence.
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Burberry has named a new chief operating and supply chain officer as well as a new chief customer officer. They’re both key roles at the recovering luxury giant and both are being promoted from within.
Matteo Calonaci becomes chief operating and supply chain officer, moving from his role as senior vice-president of strategy and transformation at the firm.
In his new role, he’ll be oversee supply chain and planning, strategy and transformation, and data and analytics. He succeeds Klaus Bierbrauer, who’s currently Burberry supply chain and industrial officer. Bierbrauer will be leaving the company following its winter show and a transition period.
Matteo Calonaci – Burberry
Meanwhile, Johnattan Leon steps up as chief customer officer. He’s currently currently Burberry’s senior vice-president of commercial and chief of staff. In his new role he’ll be leading Burberry’s customer, client engagement, customer service and retail excellence teams, while also overseeing its digital, outlet and commercial operations.
Both Calonaci and Leon will join the executive committee, reporting to Company CEO Joshua Schulman.
JohnattanLeon – Burberry
Schulman said of the two execs that the appointments “reflect the exceptional talent and leadership we have at Burberry. Both Matteo and Johnattan have been instrumental in strengthening our focus on executional excellence and elevating our customer experience. Their deep understanding of our business, our people, and our customers gives me full confidence that their leadership will help drive [our strategy] Burberry Forward”.
Traditional and occasion wear designer Puneet Gupta has stepped into the world of fine jewellery with the launch of ‘Deco Luméaura,’ a collection designed to blend heritage and contemporary aesthetics while taking inspiration from the dramatic landscapes of Ladakh.
Hints of Ladakh’s heritage can be seen in this sculptural evening bag – Puneet Gupta
“For me, Deco Luméaura is an exploration of transformation- of material, of story, of self,” said Puneet Gupta in a press release. “True luxury isn’t perfect; it is intentional. Every piece is crafted to be lived with and passed on.”
The jewellery collection features cocktail rings, bangles, chokers, necklaces, and statement evening bags made in recycled brass and finished with 24 carat gold. The stones used have been kept natural to highlight their imperfect and unique forms and each piece in the collection has been hammered, polished, and engraved by hand.
An eclectic mix of jewels from the collection – Puneet Gupta
Designed to function as wearable art pieces, the colourful jewellery echoes the geometry of Art Deco while incorporating distinctly South Asian imagery such as camels, butterflies, and tassels. Gupta divides his time between his stores in Hyderabad and Delhi and aims to bring Indian artistry to a global audience while crafting a dialogue between designer and artisan.