Caroline Hyde

This is our first year, our first holiday shopping season with, you know, since the tariffs were announced.

And also we had the big government shutdown.

So there's a lot of mixed signals going in.

There's still pretty rosy projections, things like the NRF and Adobe predicting another record year for the holiday.

But a lot of those predictions were made a little bit earlier and even before the government shutdown was lagging.

Bloomberg's Spencer Soper, thank you very much.

Okay, what's next?

Let's stay on the topic of holiday shopping because despite some of that economic uncertainty Spencer was talking about, disappointment over the size of discounts, US shoppers did open their wallets on Black Friday.

So what does that mean for the month ahead?

Harley Finkelstein, president of global commerce company Shopify is here with some good data, some good insights.

I mean, where we ended it there with Spencer Harley, the forecasters,

the predictors say that this will be another record shopping season in aggregate.

The data available to you, what are you seeing?

What are the trends?

Yeah, you know, I heard what Spencer said there.

I mean, look, Friday was another record-breaking Black Friday weekend.

We saw about $6.2 billion in sales for Black Friday.

That's up about 25% from last year.

We saw peak sales of $5.1 million per minute on Friday.

That happened around noon on Friday.