AI比价刺激消费 美国“黑五”主打线上

Group 1: Sales Performance - The "Black Friday" shopping event in the U.S. saw retail sales increase by 4.1% compared to last year, with online sales growing by 10.4% and in-store sales by 1.7% [1][2] - Adobe Analytics reported that online spending reached $11.8 billion on "Black Friday," marking a $1 billion increase from the previous year, with a year-over-year growth of 9.1% [1][2] - Salesforce indicated that total consumer spending on "Black Friday" was $18 billion, reflecting a 3% increase from last year, with luxury apparel and accessories being the most popular categories [1] Group 2: Consumer Behavior - Consumers are increasingly using AI tools to find the best deals, with AI-driven traffic to retail websites surging by 805% this year [3] - Economic uncertainty and rising prices have led consumers to be more cautious in their spending, emphasizing value for money during the holiday shopping season [5][7] - A Deloitte survey revealed that consumers in Los Angeles expect to spend 14% less this holiday season compared to last year, driven by pessimism about the economic outlook [5] Group 3: Economic Context - The actual growth rate of "Black Friday" sales may only be around 1% when adjusted for inflation, which currently stands at 3% [4] - The spending patterns indicate a K-shaped economic recovery, where lower-income consumers are cutting back while higher-income consumers continue to spend on luxury goods [4][5] - The U.S. retail federation forecasts a slowdown in holiday sales growth to between 3.7% and 4.2%, down from 4.3% in 2024 [5] Group 4: Impact of Tariffs - Increased tariffs on Chinese goods have led to price hikes on essential holiday items, with toy prices rising significantly due to tariffs [6][7] - Many retailers are adjusting prices back to previous levels, making discounts appear less substantial than in prior years [6] - A significant portion of consumers reported that they are reducing holiday spending due to rising prices and tariff impacts [7]