From Black Friday and Cyber Monday to Christmas: How AI Mode Shaped Q4 Holiday Search Behavior in 2025

Holiday search behavior in Q4 2025 underwent a massive transformation driven by AI Mode, multimodal search, conversational queries, and intelligent deal-discovery tools. Black Friday reached $11.8B in online sales, Cyber Monday approached $14.2B, and consumers used AI to compare prices, track discounts, optimize budgets, and shop strategically. As Christmas approaches, AI continues to influence how shoppers choose gifts, evaluate delivery options, and compare retailers, marking the first fully AI-shaped holiday season in U.S. history.