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US online sales surge to $44.2 billion during five-day holiday shopping, Adobe Analytics says

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3 days ago

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Reuters

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December 2, 2025

US shoppers spent $14.25 billion on Cyber Monday, pushing total online sales over the Thanksgiving weekend to $44.2 billion, according to an Adobe Analytics report, as consumers lapped up offers on everything from gadgets to household essentials.

Cyber Monday 2025 saw an increase in ‘buy now, pay later’ spending – Amazon México

Spending rose 7.7% during the so-called Cyber Week – the five days from Thanksgiving to Cyber Monday – compared with an 8.2% increase to $41.1 billion last year, the report added. At the beginning of the holidays, Adobe had projected online spending for the period this year to hit $43.7 billion, up 6.3% from a year earlier.

“US retailers leaned heavily on discounts this holiday season to drive online demand. Competitive and persistent deals throughout Cyber Week pushed consumers to shop earlier, creating an environment where Black Friday now challenges the dominance of Cyber Monday,” said Vivek Pandya, lead analyst at Adobe Digital Insights.

US online spending on Black Friday hit a record $11.8 billion, according to Adobe, which tracks shopper visits to online retail websites. Retailers including Amazon.com, Walmart, and Target rolled out attractive discounts across categories to draw both affluent shoppers eager to splurge and budget-conscious consumers looking to stretch every dollar.

Several Americans relied on AI-powered services such as chatbots to browse products and compare prices in categories like appliances, toys, video games as well as jewellery. AI-linked traffic to US retail sites increased by 670% on Cyber Monday, while during Black Friday it was up  805% compared to last year, according to Adobe data.

Strong discounts this season have also driven shoppers to purchase higher-ticket items in categories such as electronics, sporting goods, and appliances, Adobe data showed. The use of “buy now, pay later” services hit an all-time high on Cyber Monday, driving $1.03 billion in online spending, up 4.2% year-over-year, as consumers sought breathing room in budgets squeezed by mounting household expenses. Even as big discounts led a few customers to take on short-term debt while shopping for gifts, analysts have noted that consumers remained savvy and watched price tags carefully to avoid impulse buys this year. 

© Thomson Reuters 2025 All rights reserved.



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Kappa goes local for football campaign that traces a ‘lifelong love of the game’

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2 minutes ago

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December 5, 2025

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December 5, 2025

BasicNet’s Kappa turns back the sporting clock for its new AW25 collection, which celebrates “local heroes in football” with a community-focused campaign “honouring the places and people that inspire a lifelong love of the game”.

Image: Kappa

The campaign shines a light on local talent Tyrone Marsh in his hometown of Bedford, revisiting the streets, pitches and community spots “that shaped his football journey”.

Local photographer Simon Gill, who had pictured Marsh during many home and away games, not only “captures the Bedford Town player in the spaces that helped define his skill”, but also highlights the brand’s “rich football heritage with contemporary streetwear energy, creating visuals that pay tribute to community, culture and grassroots football”.

The journey includes Hartwell Drive, the early days of his after-school kickabouts, Hillgrounds Road, synonymous with Bedford football culture, and then onto Faraday Square, locally identified by the concrete pitches and community spirit.

To reflect that journey, the AW25 collection “offers a sense of nostalgia” with Kappa’s long-standing history in fashion and sports “seen through the Omini logo placements and 222 Banda strip”.

The campaign sees Marsh wearing Kappa styles including the Lyman and Uriah Track Tops paired with the Ulrich Track Pants in classic colourways including navy and light blue.

The wider collection includes track tops, track pants, shorts, polos, sweatshirts and T-shirts, available at select retailers across the UK including 80s Casual Classics, Terraces Menswear and RD1 Clothing.

Copyright © 2025 FashionNetwork.com All rights reserved.



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UK footfall suffers the November blues ahead of Christmas rush

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33 minutes ago

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December 5, 2025

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December 5, 2025

UK footfall down in November? Blame the Budget and bad weather. Those two important factors damaged shoppers’ desire to venture out, resulting in an albeit slender 0.8% year-on-year dip in footfall last month, with all types of destinations suffering. It was also the seventh consecutive footfall decline, noted the latest British Retail Consortium (BRC)/Sensormatic report

Image: Nigel Taylor

That meant visits to high streets were down 1.2% in November and down from a 0.6% rise in October; shopping centre footfall dipped 1.3% last month, down from a 0.9% dip in October; and retail park visits were down 0.4% in November, but were better than a 0.5% dip in October.

The BRC also noted that November’s Storm Claudia prompted many consumers to search online for Black Friday deals throughout November, leading some to not visit physical stores on Black Friday.

But there was good news, with some northern UK cities – including Manchester and Sheffield – continuing to buck the trend, “recording positive footfall for the eighth consecutive month”.

So with many shoppers holding off on store visits until this month, Helen Dickinson, chief executive of the British Retail Consortium, said: “With the Golden Quarter in full swing, retailers are continuing to invest what they can to entice customers into stores over Christmas.

“However, as we approach the New Year, given the downward trend in footfall across recent years, we need a comprehensive strategy to revitalise our high streets and shopping centres, from better transport, affordable parking, to a reformed planning system to enable faster, better development.”

Andy Sumpter, Retail Consultant EMEA for Sensormatic, added: “November may have been dominated by caution, but there are glimmers of hope. The Golden Quarter isn’t over yet, and with four of our predicted Top Five shopping days still to come, the festive season could deliver the lift retailers need. A last-minute rush may top off the year, turning caution into celebration. With the right balance of value, convenience, and experience, there’s still time to make December count.”

Copyright © 2025 FashionNetwork.com All rights reserved.



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Zara owner Inditex set for best week since 2020 on luxury push

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1 hour ago

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December 5, 2025

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By

Bloomberg

Published



December 5, 2025

The world’s largest fashion retailer staged a stock-market comeback this week as Inditex SA’s push to differentiate itself from fierce ultra-low-price competition shows signs of bearing fruit.

Inside a Zara store – Zara

The owner of Zara, Bershka, and Massimo Dutti has seen its shares jump 14%, putting them on track for their best week in five years. Strong third-quarter results, coupled with accelerating November sales, were seen as evidence of the company’s resilience against weaker consumer sentiment.

This week’s surge put the stock on course for an annual gain, after what had previously looked like a lacklustre 2025. Inditex- whose second-largest market is the US- had been punished for its exposure to tariffs and a weaker greenback, amid concerns about softening consumer demand and intensifying competition from Chinese fast-fashion firms.

While its 10% rise this year trails the 50% jump for UK retailer Next Plc and the 19% gain at Sweden’s Hennes & Mauritz AB, Inditex is now outperforming the broader European retail sector. Analysts have welcomed the firm’s push to steer its Zara and Massimo Dutti brands further into the premium segment as it seeks to outmuscle competitors such as Shein and Temu. “The strategy is not to chase ultra-low prices, but to deliver premium-looking products at a good-value price point,” Alphavalue analyst Jie Zhang wrote in a note.

After this week’s rally, Inditex is trading at a substantially higher valuation than peers at 26 times forward earnings- on par with luxury behemoth LVMH. The firm’s strong third-quarter earnings reinforce “the quality of the business and will make investors question whether the right peer group for this company is luxury rather than retail in our view,” said Deutsche Bank AG analyst Adam Cochrane.

Inditex’s latest trading update spurred upward earnings revisions and price target upgrades, with more bullishness among brokers likely to follow, as the current consensus 12-month forward price target doesn’t leave any room for further upside. “These growth levels should provide reassurance of the continued opportunity for outperformance, including into 2026,” said JPMorgan & Chase Co. analyst Georgina Johanan.



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