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Holiday Retail Maintains Strength Despite Consumer Caution
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Holiday retail spending in 2025 proved resilient: U.S. holiday sales rose 4.2% year over year and e-commerce grew 7.8%, with nearly 203 million shoppers engaging from Thanksgiving through Cyber Monday. AI-powered recommendation agents influenced about $14.2 billion in global online sales (including $3 billion in the U.S.), while order volumes declined 1% and items per transaction dropped 2% as average selling prices rose 7%.
Scoring Rationale
Industry-wide data with quantified AI impact supports high relevance, limited by single-firm analysis and moderate methodological detail.
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