Black Friday 2025: Shopper Trends Shift as Inflation, Tariffs, and Early Deals Reshape Holiday Spending
Black Friday no longer sparks midnight mall crowds and in-store chaos, but it remains the busiest in-store shopping day of the year and marks the unofficial start of the holiday shopping season. This year’s kickoff comes amid weakened consumer confidence tied to inflation, slow hiring, and economic uncertainty following a government shutdown. Shoppers are increasingly price-sensitive but still willing to spend on key occasions.
Retailers have faced pressure from Trump-era tariffs, prompting many to accelerate shipments or absorb extra import costs. Prices rose sharply in categories like toys, baby products, and housewares, with 83% of toys seeing at least a 5% price increase in September. Despite these challenges, foot traffic at major malls — including the Mall of America — has surpassed pre-pandemic levels, signaling strong momentum.
Online spending is also surging, with consumers spending $79.7 billion from Nov. 1–23, a 7.5% increase over last year. Forecasts predict moderate overall holiday sales growth, and analysts say shoppers—though uneasy—are still showing up. According to Adobe Analytics, Black Friday offers the deepest discounts on TVs, toys, and appliances, while Cyber Monday will be the best time to buy apparel and computers.
#black_friday #U.S. retail economy
#Mall of America foot traffic
Black Friday no longer sparks midnight mall crowds and in-store chaos, but it remains the busiest in-store shopping day of the year and marks the unofficial start of the holiday shopping season. This year’s kickoff comes amid weakened consumer confidence tied to inflation, slow hiring, and economic uncertainty following a government shutdown. Shoppers are increasingly price-sensitive but still willing to spend on key occasions.
Retailers have faced pressure from Trump-era tariffs, prompting many to accelerate shipments or absorb extra import costs. Prices rose sharply in categories like toys, baby products, and housewares, with 83% of toys seeing at least a 5% price increase in September. Despite these challenges, foot traffic at major malls — including the Mall of America — has surpassed pre-pandemic levels, signaling strong momentum.
Online spending is also surging, with consumers spending $79.7 billion from Nov. 1–23, a 7.5% increase over last year. Forecasts predict moderate overall holiday sales growth, and analysts say shoppers—though uneasy—are still showing up. According to Adobe Analytics, Black Friday offers the deepest discounts on TVs, toys, and appliances, while Cyber Monday will be the best time to buy apparel and computers.
#black_friday #U.S. retail economy
#Mall of America foot traffic
Black Friday 2025: Shopper Trends Shift as Inflation, Tariffs, and Early Deals Reshape Holiday Spending
Black Friday no longer sparks midnight mall crowds and in-store chaos, but it remains the busiest in-store shopping day of the year and marks the unofficial start of the holiday shopping season. This year’s kickoff comes amid weakened consumer confidence tied to inflation, slow hiring, and economic uncertainty following a government shutdown. Shoppers are increasingly price-sensitive but still willing to spend on key occasions.
Retailers have faced pressure from Trump-era tariffs, prompting many to accelerate shipments or absorb extra import costs. Prices rose sharply in categories like toys, baby products, and housewares, with 83% of toys seeing at least a 5% price increase in September. Despite these challenges, foot traffic at major malls — including the Mall of America — has surpassed pre-pandemic levels, signaling strong momentum.
Online spending is also surging, with consumers spending $79.7 billion from Nov. 1–23, a 7.5% increase over last year. Forecasts predict moderate overall holiday sales growth, and analysts say shoppers—though uneasy—are still showing up. According to Adobe Analytics, Black Friday offers the deepest discounts on TVs, toys, and appliances, while Cyber Monday will be the best time to buy apparel and computers.
#black_friday #U.S. retail economy
#Mall of America foot traffic