Salesforce Data: Amid Record-Breaking Cyber Week, AI Agents Expected to Influence $73B in Sales

Salesforce today reported that the 2025 Cyber Week, Thursday, November 27 through Monday, December 1, is expected to drive a record-breaking $334 billion in global sales, $73 billion of which is attributed to the influence of AI and agents (up 22% from 2024). Retailers with agents on their own properties already experienced seven times the U.S. sales growth (13%) compared with those without (2%) in the last seven weeks.

Powered by aggregate data from Agentforce, Agentforce Commerce, Agentforce Service, and Agentforce Marketing, the Salesforce Shopping Index analyzes the activity of over 1.5 billion global shoppers across 1.5 trillion page views. 

Digital traffic has skyrocketed, indicating shoppers are engaging early to see what’s new and build out their wish lists.

Caila Schwartz, Director of Consumer Insights and Strategy for Salesforce

Current findings from the index indicate that holiday shopping has steadily gained momentum midwayy through November, with buying signals significantly stronger than in Fall 2024. From October 1 to November 15, online sales growth increased 3% year over year (YOY) in the United States and 6% YOY globally. During this same period, digital traffic to commerce sites (page views) saw substantial growth, nearly doubling in the U.S. and tripling globally. 

This indicates strong shopper intent for Cyber Week. 

“Digital traffic has skyrocketed, indicating shoppers are engaging early to see what’s new and build out their wish lists. This year, more shoppers are leaning on AI and agents to research products, help them budget, and prepare for the holiday season,” said Caila Schwartz, Director of Consumer Insights and Strategy for Salesforce. “Combined with Cyber Week sales projections, we expect highly motivated shoppers who are ready to spend, despite rising prices.”

Salesforce’s Cyber Week 2025 Predictions

• Cyber Week sales expected to hit all-time highs: Cyber Week sales are expected to reach $334 billion worldwide (up 6% YOY) and $78 billion in the U.S. (up 3% YOY). 
• Agents will unleash billions for brands: Salesforce anticipates that $73 billion, or 22% of all global sales, will be influenced by AI and agents during Cyber Week. This is a significant increase from $60 billion in 2024.
• Mobile’s dominance sets the stage for AI agents: Mobile orders will account for 70% of sales and 80% of traffic this Cyber Week.
  • 25% of all purchases made over Cyber Week will be made via a mobile wallet like Apple Pay. 
• Black Friday will remain the biggest day of the year for online shopping: The popular shopping holiday is expected to drive $78 billion in online global sales and $18 billion in the U.S. This is approximately five times the sales of an average day outside of the holiday shopping season (November 1 through December 31).
• Brick-and-mortar sales continue to hold power: In-store shopping remains a dominant channel, with physical stores expected to drive 65% of U.S. holiday sales during Cyber Week. 
• Deal-hungry shoppers will find hefty discounts: Retailers are prepared to offer enticing deals to shoppers this Cyber Week.
  • Salesforce expects the highest discounted categories globally to be:
    • Beauty, makeup (40%)
    • General apparel (34%)
    • Beauty, skincare (33%)
  • It projects the highest discounted categories in the U.S. to be:
    • General apparel (37%)
    • Health and beauty (35%)
    • Home (furniture, dining, decor, appliances) (23%)

Salesforce’s Pre-Cyber Week Data 

Salesforce looked at data from October 1 through November 15 to inform Cyber Week predictions and assess the current trends in consumer shopping. The Shopping Index early holiday indicators found:

• Agents are driving value for retailers: Over 19% of orders were influenced by AI and agents in the lead up to Cyber Week.
  • Digital retailers who used AI and agentic features on their channels saw a 5% higher conversion rate compared with those who didn’t.
  • These same retailers using AI and agents saw 10% sales growth YOY compared with 5% sales growth seen by those who didn’t.
  • Traffic from AI- and agent-powered sources like ChatGPT, Perplexity, etc. also increased 3.8x globally YOY over the last seven weeks and 1.8x in the U.S.
  • Implementing branded AI agents on owned sites correlated with significantly higher performance: Retailers with agents experienced seven times the U.S. sales growth (13%) compared with those without (2%).

“With AI and agents set to drive $73 billion in global sales next week, delivering seven times the U.S. sales growth for retailers who implement them, it’s clear that AI has moved from a nice-to-have to an absolute necessity,” said Schwartz. “Agents are the power brokers of Cyber Week, giving retailers the indispensable ability to convert this strong buying intent into record-breaking revenue.” 

• Online traffic grew steadily ahead of Cyber Week: Over the last seven weeks, online sales growth rose 6% YOY globally and 3% in the U.S. Digital traffic was similarly up 10% globally and 6% in the U.S. YOY.
  • For comparison, digital traffic growth during the same time period in 2024 was about 1%. This significant growth in both traffic and sales signals strong buying intent going into Cyber Week.
• Consumers show strong buying intent despite slight increase in prices: Following concerns about tariffs eating into the margins for retailers, the average selling price (ASP) rose 5% YOY globally and 7% in the U.S.
  • This is on par with ASP for the same period in 2024, but increased traffic and sales growth in 2025 indicates that shoppers are not as price-sensitive as they were a year ago.
• Mobile wallets are going mainstream: Consumers continue finding value and convenience in using mobile wallet payment methods for checkout. The use of mobile wallet channels like Apple Pay grew 31%YOY this fall. 
• Social traffic is up; video content makes waves: The share of online ecommerce traffic driven by social media referrals grew 15% YOY, representing 16% of all online shopping traffic so far this season.
  • Video platforms like TikTok and Youtube are helping to grow social’s impact on the shopper journey, as the total share of social traffic from these channels grew 79% over last year.
  • Of all the social traffic driving shoppers to commerce sites, TikTok’s share grew 86% YOY. 
• The highest global discounts of the season thus far were found in: 
  • General apparel (28% average discount rate)
  • Beauty, makeup  (20% average discount rate)
  • Beauty, skincare (20% average discount rate)
• Top-performing categories globally this fall were:
  • Home, furniture: +17%
  • Health and beauty +14%
  • Luxury apparel and accessories +11%

Explore further:

• Visit Salesforce’s Shopping Insights HQ for real-time Cyber Week results
• Learn more about powering agentic shopping experiences with Agentforce Commerce
• See earlier 2025 holiday shopping predictions on how AI will change this year’s holiday shopping season and how LLMs emerge as a new frontier for search

2025 Salesforce holiday insights and predictions methodology
Powered by Agentforce, Agentforce Commerce, Agentforce Marketing, and Agentforce Service, Salesforce analyzed aggregated data to produce holiday insights from the activity of more than 1.5 billion global shoppers across more than 89 countries, with a focus on 18 key markets: the United States, Canada, United Kingdom, Germany, France, Italy, Spain, Japan, the Netherlands, Australia, New Zealand, the Asia-Pacific (excluding Japan, Australia, and New Zealand), Switzerland, Latin America (LAM), the Middle East and Africa (MEA), Eastern Europe, Belgium, and the Nordics. This battery of benchmarks provides a deep look into the last nine quarters and the current state of digital commerce. Several factors are applied to extrapolate macroeconomic figures for the broader retail industry. These and other results are not indicative of Salesforce performance.

The prediction data that we present are from proprietary Salesforce research. The calculations we use blend together first-party and third-party data, as well as several market assumptions.