ADBE · News · 20261003N

Market Demand Trends

ADOBE INC. · 2026-10-03 · Importance 42 · Surprise 64 · In source text

Adobe forecasts U.S. online holiday spending of $275.1 billion, supported by demand for electronics, apparel, and groceries. AI-driven referrals to retail websites are expected to increase 130% year over year, outpacing paid search and social media traffic as consumers use AI for product research. Adobe expects Buy Now, Pay Later transactions to reach $21.3 billion. Mobile devices are projected to account for 57.4% of overall holiday spending and 63% of Thanksgiving online spending, with Cyber Monday remaining the largest shopping day.

Key facts

• ADOBE INC. predicts a 130% year-over-year increase in AI-driven retail referrals for the upcoming holiday shopping season. source
• ADOBE INC. forecasts a 130% increase in AI-driven retail traffic to US websites this holiday season, outperforming growth from paid search and social media. source
• ADOBE INC. forecasts total US online holiday spending to reach $275.1 billion. source
• ADOBE INC. expects Buy Now, Pay Later transactions to account for $21.3 billion of US online holiday spending. source
• ADOBE INC. anticipates mobile devices will contribute 63% of online spending on Thanksgiving. source
• ADOBE INC. anticipates mobile devices will account for 57.4% of overall holiday online spending. source
• ADOBE INC. says the surge in AI-driven retail traffic is attributed to consumers using AI for product research, which boosts purchase confidence and reduces returns. source
• ADOBE INC. states that Cyber Monday will remain the biggest shopping day of the holiday season. source

Impact estimates