""Black Friday's dominance has waned," said Rob Garf, head of strategy and insights at Cordial. Retailers hoping for an early surge are often caught in a game of "discount chicken, waiting for consumers to act as consumers wait for deeper price cuts. The data tells us the 'Black Friday blitz' strategy is misaligned with how most consumers shop today.""
""The share of visits coming from AI chat platforms nearly doubled year-over-year (from 1-4% in 2024 to 5-8% in 2025)," the company said in a new report."
""Over 55% of AI-generated prompts leading to Amazon contained purchase intent, showing that predictive, conversational search is already influencing purchase decisions.""
""The prevalence of e-commerce has made deals and discounts more accessible and routine, causing marquee events like Black Friday to weaken," said Greg Zakowicz, a retail analyst at Omnisend. "Because shoppers no longer have to wait for a singular day to take advantage of sales, their purchasing has become spread throughout the season.""
Holiday shopping timing is shifting: only 20% of consumers plan to start on Black Friday weekend in 2025, while 59% plan to start earlier and 22% will shop after or last minute. AI-driven discovery is increasing, with AI-chat referrals to retail nearly doubling and more than half of AI prompts showing purchase intent. Dynamic pricing and early soft-launch discounts have made deals routine, spreading purchases across the season. Retailers and consumers increasingly wait for deeper price cuts, creating a misalignment with traditional one-day Black Friday blitz strategies.
Read at Quartz
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