Analysis: AI Investments Counter Mixed Consumer Spending Picture
2 Min Read December 15, 2025
Despite a drop in unit sales, inflation helped drive an increase in Black Friday spending for 2025.
Black Friday spending rose in dollar terms, but unit sales were flat to slightly lower compared to last year—indicating that inflation, rather than higher sales volumes, drove the increase. This report accompanies the Industry Performance Data Table.
This summary outlines the analysis* found on the TechInsights' Platform.
*Some analyses may only be available with a paid subscription.
