Adobe’s AI Shopping Forecast Fails to Lift Stock Despite 520% Growth Projection
Adobe Analytics projects a seismic shift in 2025 holiday shopping, forecasting a 520% surge in AI-powered consumer traffic. The digital behemoth anticipates US$253.4 billion in online sales—a 5.3% year-over-year increase—driven by generative AI tools facilitating personalized deals and product recommendations.
Cyber Monday remains king with projected US$14.2 billion in sales, while Black Friday follows at US$11.7 billion. The growth stems from deeper discounts averaging 28% and expanding buy-now-pay-later adoption.
Despite these bullish indicators, Adobe shares languish 21.26% year-to-date as investors weigh Figma's competitive threat against the company's entrenched subscription model and AI investments.