"Americans spent $10 billion online on Black Friday 2025. There is no reason to think this year will be different. A look at Amazon's ( NASDAQ: AZMN) earnings report shows the extent to which it dominated the day. There are tens of thousands of retailers, at least. In the US, we are making money online on Black Friday. Combined across the retail market as a whole, they have a considerable presence."
"Amazon's quarterly revenue in North America last quarter was $106 billion. Its holiday quarter numbers are much larger. That means Black Friday revenue could easily be $2 billion to $3 billion. Amazon is also selling items from thousands of retailers. That means it makes some money on each of these sales. Amazon Prime also gives it an advantage. People who use Prime spend about 3x as much on Amazon as other shoppers do."
Americans spent $10 billion online on Black Friday 2025, and similar spending is expected again. Amazon showed clear dominance on the day based on its earnings and scale. There are tens of thousands of retailers selling online, and large chains like Walmart and Target retain significant market share. Amazon's North American quarterly revenue was $106 billion, with holiday quarters larger, implying Black Friday sales of $2–3 billion for Amazon alone. Amazon sells third-party items and earns on those transactions. Amazon Prime users spend roughly three times more than non-Prime shoppers. Amazon's dominance strains other retailers even if it does not fully destroy them.
Read at 24/7 Wall St.
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