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从欧美“黑五”看电商出海:直播带货更进一步,小商家计划明年回流
Di Yi Cai Jing· 2025-12-05 10:18
Group 1 - The core point of the article highlights that online sales growth during this year's Black Friday and Cyber Monday in the U.S. outpaced that of physical stores, presenting opportunities for live-streaming e-commerce [1][2] - According to Mastercard SpendingPulse, on Black Friday, U.S. retail sales (excluding automobiles) increased by 4.1% compared to 2024, with in-store sales growing by 1.7% and e-commerce sales rising by 10.4% [2] - Adobe reported that on Cyber Monday, U.S. consumers spent $14.25 billion online, a 7.1% increase year-over-year, exceeding previous forecasts [2] Group 2 - TikTok Shop announced a record-breaking performance during the Black Friday and Cyber Monday period, achieving over $500 million in gross merchandise value (GMV) in the U.S. [3] - Chinese merchants also set new records, with live-streaming sales exceeding expectations, such as a 12-hour live stream generating $1.1731 million [4] - The expansion of the overseas team at Yaowang, which grew from several dozen to over 100 members, indicates a significant investment in localized operations [5] Group 3 - The promotional period has been extended, with Amazon starting its Black Friday promotions on November 20, leading to a seamless transition into Cyber Monday [6][10] - Consumer behavior has shifted, with increased emphasis on discounts and promotional offers, prompting businesses to allocate more budget towards discounts during live streams [10] - The use of AI tools in shopping decisions has surged, with 40% of users utilizing Amazon's AI chatbot on Black Friday, marking a 33% increase from earlier in the month [11] Group 4 - Some merchants reported that this year's Black Friday and Cyber Monday did not meet expectations, with one battery merchant aiming for $50 million in sales but only achieving slight growth compared to last year [12] - The concentration of traffic among top sellers has made it challenging for small and medium-sized businesses, prompting them to focus on specific platforms for better opportunities [12]