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ChannelSight · Retail data report
BFCM 2025 · A global recap + what to expect in 2026

BFCM has become a shopping season.

Demand now spreads across all of November, Black Friday and Cyber Monday attract different shoppers, and consumer electronics leads baskets everywhere.

Revenue, November 2025 vs October 2025
+81%
Europe
+67%
LATAM
+53%
APAC
+48%
USA
Finding 01

BFCM has become a shopping season

The US shows two pre-Black Friday traffic spikes, on November 9 and 22. Europe rises from November 14 and stays elevated through Cyber Monday. In the US, the weekend after Black Friday held at Black Friday levels: it is now part of the promotion, not a bridge.

Daily clicks, % vs a normal October day
Normal day (October average) = 0% Black Friday → Cyber Monday
Finding 02

Black Friday vs Cyber Monday: same season, different shoppers

Black Friday remains the volume day in the US, Europe and LATAM. LATAM’s Cyber Monday was comparatively quiet.

APAC is the standout: Cyber Monday beat Black Friday on both baskets and conversion, more than doubling conversion vs October.

Number of baskets vs October average
Black Friday vs Oct FridaysCyber Monday vs Oct Mondays
+232%
+127%
+198%
+64%
+220%
+39%
+67%
+162%
USAEuropeLATAMAPAC
Finding 03

Consumer electronics: the universal BFCM category

Electronics dominated Black Friday baskets in LATAM and APAC. In Europe, electronics and home appliances together made up about 91% of November traffic.

The US mix is broader: electronics ranked fourth on November traffic (12%) but first on baskets (32%), rising to 40% on Black Friday. Home, Garden & DIY, Toys & Games and Health & Hygiene also had a significant presence.

Consumer electronics share of Black Friday baskets
USA
40%
Europe
56%
LATAM
85%
APAC
76%
Finding 04

Regional profiles at a glance

USA
Revenue, November 2025 vs October 2025
+48%
+14%BF basket value
+63%CM basket value
~78%Mobile share

A particularly strong Cyber Monday basket-value uplift: higher-value purchases were a big part of the CM story. Highest mobile share of any region.

Europe
Revenue, November 2025 vs October 2025
+81%
+48%BF basket value
+6%CM basket value
~64%Mobile share

Highest November revenue growth, with sustained traffic through the second half of the month. Desktop keeps ~36%, relevant for high-ticket buys.

LATAM
Revenue, November 2025 vs October 2025
+67%
+10%BF basket value
+25%CM basket value
~59%Mobile share

Traffic grew only 8%, but conversion rose 38% and baskets 49%. Conversion, not traffic, drove November. Desktop is strongest here (~41%).

APAC
Revenue, November 2025 vs October 2025
+53%
+56%BF basket value
+6%CM basket value
~74%Mobile share

Black Friday lifted basket value 56%; Cyber Monday delivered the stronger basket-volume and conversion uplift.

Basket values vs October average. Mobile share of November traffic.
Part 2

What to expect for BFCM 2026

US Thanksgiving
26 Nov 2026
Black Friday
27 Nov 2026
Cyber Monday
30 Nov 2026
The 2025 build-up started weeks before Black Friday
November 1 – December 1, 2025
Target early deals
Europe traffic rising
Amazon US BFCM
US traffic rising
Nov 1Nov 14Nov 20BFDec 1
Retailer promotionsChannelSight traffic elevated
01

Promotions will keep spreading beyond the main event days

Retailers launch early deals weeks in advance and extend them through Cyber Monday. Our traffic followed: Europe rose from November 14, the US from November 20, both staying elevated through Cyber Monday. Expect activity to stay spread across November in 2026, making the build-up to Black Friday increasingly important.

2 wks
Europe’s lead time before Black Friday
12 days
Amazon US BFCM campaign, Nov 20 – Dec 1
02

BF vs CM: regional differences will persist

Black Friday is likely to stay the main volume driver in many markets, with Cyber Monday a second conversion opportunity. The balance varies by region, and that should shape 2026 planning.

USACM value
Stronger Cyber Monday basket-value uplift
EuropeBF-led
Black Friday dominates volume and revenue
LATAMBF-led
Cyber Monday comparatively quiet
APACCM convert
Conversion uplift on Cyber Monday
03

Consumer electronics will likely keep dominating BFCM baskets

YTD 2026 traffic matches the 2025 pattern. Electronics leads in Europe, LATAM and APAC, with home appliances a strong second in Europe and LATAM. The US mix stays broader, and Toys & Games may lift US holiday demand.

Electronics share of YTD 2026 traffic
APAC
77%
Europe
48%
LATAM
43%
US: top categories, YTD 2026 traffic
Home & DIY
38%
Electronics
21%
Toys
12%
04

Mobile-first shopping will remain the baseline

Mobile led browsing in every region during BFCM 2025, and its share has held steady through 2026. Desktop still accounts for roughly 35–40% of clicks: an important complementary channel.

Mobile share of clicks, Jan – mid-Oct
20252026
66%
64%
60%
60%
USALATAMEuropeASEAN
05

AI platform campaigns will become increasingly relevant

Clicks from LLM-based campaigns grew about 600% year on year between July and mid-October 2026. As more brands experiment, AI platforms could become a real source of product discovery and promotional traffic during major shopping events.

+600%
LLM campaign clicks, YoY
2025 · 1×
2026 · ~7×

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Data: November 1 – December 1, 2025, across the USA, Europe, LATAM and APAC. Changes measured against October 2025.© ChannelSight