Black Friday 2025 just hit $11.8 billion in online sales... up 9.1% from last year. But Chris questions whether AI's 805% traffic surge is actually impressive or concerningly slow compared to other tech adoption curves. This segment, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso, dives deep into what the numbers really mean.

Anne argues that 25% of purchases involving AI agents shows tremendous growth potential, especially since we can't even transact in these platforms yet. Chris counters by comparing AI adoption to buy-now-pay-later's 970% growth over three years, suggesting retailers should slow their roll on AI investments. Plus: Why are club stores crushing Black Friday traffic? And why is mobile still only 55% of purchases?

For the full episode head here    

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