Global-e Sees 36% YoY Uplift in Black Friday-Cyber Monday Weekend Global E-commerce Sales

Rhea-AI Summary

Global-e (NASDAQ: GLBE) reported a 36% year-over-year increase in sales during the Black Friday–Cyber Monday (BFCM) weekend, announced Dec 2, 2025. The company said e-commerce sales across the promotional season beginning in early November rose 37% vs. last year, and Global-e crossed the milestone of $1 billion in GMV in a single month for the first time.

Top-performing markets named were Japan, the United States, Hong Kong, the Netherlands, Spain, France and Germany. Black Friday (Nov 28) made up 31% of weekend sales and Cyber Monday (Dec 1) 22% of weekend activity. The company highlighted earlier promotional starts and extended campaigns as drivers of the uplift.

Positive

• BFCM weekend sales +36% year-over-year
• Promotional season sales +37% year-over-year
• First-time monthly GMV > $1 billion
• Black Friday share 31% of weekend sales
• Cyber Monday share 22% of weekend sales

Negative

• None.

News Market Reaction

+3.26%

1 alert

+3.26% News Effect

On the day this news was published, GLBE gained 3.26%, reflecting a moderate positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

BFCM sales growth: 36% YoY Promotional season growth: 37% YoY Monthly GMV milestone: $1 billion +5 more

8 metrics

BFCM sales growth 36% YoY Black Friday–Cyber Monday 2025 weekend sales via Global-e platform

Promotional season growth 37% YoY Early November through BFCM 2025 sales via Global-e

Monthly GMV milestone $1 billion First time exceeding $1B GMV in a single month

Black Friday mix 31% Share of total BFCM 2025 weekend sales

Cyber Monday mix 22% Share of total BFCM 2025 weekend sales

Brand and retailer partners over 1,400 Number of brands and retailers using Global-e

Shopper destinations over 200 destinations Number of global destinations served by Global-e

20-F filing year-end December 31, 2024 Year-end referenced in latest Form 20-F filed March 27, 2025

Market Reality Check

Price: $37.55 Vol: Pre‑news volume of 1,373,...

normal vol

$37.55 Last Close

Volume Pre‑news volume of 1,373,516 shares is below the 20‑day average of 1,714,516, suggesting no outsized positioning into the announcement. normal

Technical Price at 40.11 was trading above the 200‑day moving average of 35.08 and about midway between the 52‑week low of 26.64 and high of 63.69.

Peers on Argus

Ahead of this positive BFCM update, GLBE was down 0.94% while key Internet Retai...

Ahead of this positive BFCM update, GLBE was down 0.94% while key Internet Retail peers were mixed: ETSY (-2.05%), CHWY (-2.76%), but CART (+3.4%) and W (+6.08%). This points to stock‑specific rather than broad sector positioning.

Historical Context

5 past events · Latest: Dec 02 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 02	Holiday sales update	Positive	+3.3%	Reported 36% YoY BFCM sales uplift and >$1B GMV month milestone.
Nov 28	Conference participation	Neutral	+1.3%	Announced attendance at UBS and Raymond James investor conferences.
Nov 19	Earnings results	Positive	-4.4%	Strong Q3 growth, positive net profit and raised FY 2025 guidance.
Nov 04	Earnings call timing	Neutral	+2.9%	Set date and webcast details for Q3 2025 earnings call.
Oct 15	Product integration	Positive	-1.1%	Enabled Shop Pay one‑click checkout for Shopify merchants on platform.

Pattern Detected

Recent news shows mixed alignment: strong fundamental updates (earnings, partnerships) have twice seen negative next‑day moves, while events and this BFCM update saw positive follow‑through, indicating inconsistent trading around positive catalysts.

Recent Company History

This announcement adds to a series of growth‑focused updates for Global‑e. On Nov 19, 2025, the company reported strong Q3 figures with GMV of $1,512M, revenue of $220.8M, and net profit of $13.2M, but the stock fell 4.38%. A multi‑year Shopify partnership enabling Shop Pay across over 200 destinations on Oct 15, 2025 also saw a modest decline. In contrast, conference participation and today’s BFCM update, which includes crossing $1B monthly GMV, have coincided with positive price reactions.

Market Pulse Summary

This announcement emphasizes strong peak‑season execution, with BFCM weekend sales up 36% year over ...

Analysis

This announcement emphasizes strong peak‑season execution, with BFCM weekend sales up 36% year over year and promotional‑period sales up 37%, pushing monthly GMV above $1B for the first time. In the past six months, Global‑e has paired such growth with rising profitability and new partnerships, but market reactions have been mixed. Investors may watch upcoming disclosures and future holiday updates to see whether this acceleration translates into sustained financial performance.

Key Terms

gmv, forward-looking statements

2 terms

gmv financial

"This strong promotional period performance drove Global-e to cross, for the first time, the milestone of $1 billion in GMV in a single month."

Gross merchandise value (GMV) is the total dollar value of all goods and services sold through a platform or marketplace over a given period, measured before deducting fees, returns, or discounts. Investors watch GMV to gauge the raw size and growth of customer activity—like counting every ticket sold at a concert before subtracting organizer costs—while remembering it is not the same as revenue or profit.

forward-looking statements regulatory

"Cautionary Note Regarding Forward Looking Statements Certain statements in this press release may constitute "forward-looking" statements and information..."

Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

AI-generated analysis. Not financial advice.

PETAH-TIKVA, Israel, Dec. 2, 2025 /PRNewswire/ -- Global-e (NASDAQ: GLBE), the platform powering global e-commerce, announced today a 36% year-over-year increase in sales over Black Friday-Cyber Monday (BFCM) weekend.

Many markets around the world experienced year-over-year growth in sales over the 2025 BFCM weekend, reflecting the global nature of the BFCM online shopping event. Top performers included Japan, the United States, Hong Kong, the Netherlands, Spain, France and Germany. 

The shopping peak began earlier than in previous years, with promotional activity starting at the beginning of November. Merchants who launched promotions early saw corresponding upticks in sales from the outset, demonstrating the growing adoption of extended promotional periods. E-commerce sales through Global-e's platforms during the promotional season, beginning early November and including BFCM weekend, grew by 37% compared to the equivalent period last year. This strong promotional period performance drove Global-e to cross, for the first time, the milestone of $1 billion in GMV in a single month.

Black Friday (November 28th) accounted for 31% of total BFCM weekend sales, while Cyber Monday (December 1st) represented 22% of weekend activity.

"Merchants that were well prepared for the early holiday shopping peak, reaped the rewards," said Nir Debbi, President of Global-e. "The weekend's unprecedented sales indicate shoppers' growing willingness to spend when promotions are available - especially in times of economic uncertainty. This further underscores that brands that optimized their global offering to meet local expectations, while safeguarding their profitability targets, were able to maximize the strong consumer appetite throughout the peak season."

Cautionary Note Regarding Forward Looking Statements 

Certain statements in this press release may constitute "forward-looking" statements and information, within the meaning of Section 27A of the Securities Act of 1933, Section 21E of the Securities Exchange Act of 1934, and the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, including statements or information regarding Global-e's expectations, assumptions, and beliefs regarding future events and business performance. These forward-looking statements may be identified by the words "believe," "project," "expect," "anticipate," "estimate," "intend," "strategy," "future," "opportunity," "plan," "may," "should," "will," "would," "will be," "will continue," "will likely result," and similar expressions. Forward-looking statements are predictions, projections and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties. Global-e believes there is a reasonable basis for its expectations and beliefs, but they are inherently uncertain. Many factors could cause actual future events to differ materially from the forward-looking statements in this announcement, including but not limited to, market conditions, competition, technological developments, regulatory changes, economic conditions, and the other risks and uncertainties described in Global-e's Annual Report on Form 20-F for the year ended December 31, 2024, filed with the SEC on March 27, 2025 and other documents filed with or furnished by Global-e from time to time with the Securities and Exchange Commission (the "SEC"). The foregoing list of factors is not exhaustive. You should carefully consider the foregoing factors. These and other important risks and uncertainties could cause actual events and results to differ materially from those contained in the forward-looking statements. These statements reflect management's current expectations and speak only as of the date of this press release. Readers are cautioned not to put undue reliance on forward-looking statements Although we believe that the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee that future results, levels of activity, performance and events and circumstances reflected in the forward-looking statements will be achieved or will occur. Except as required by applicable law, we undertake no obligation to update or revise publicly any forward-looking statements, whether as a result of new information, future events or otherwise, after the date on which the statements are made or to reflect the occurrence of unanticipated events

About Global-e

Global-e (Nasdaq: GLBE) is the world's leading platform enabling and accelerating global, Direct-To-Consumer e-commerce. The chosen partner of over 1,400 brands and retailers across North America, EMEA and APAC, Global-e makes selling internationally as simple as selling domestically. The company enables merchants to increase the conversion of international traffic into sales by offering online shoppers in over 200 destinations worldwide a seamless, localized shopping experience. Global-e's end-to-end ecommerce solutions combine best-in-class localization capabilities, big-data best-practice business intelligence models, streamlined international logistics and vast global e-commerce experience, enabling international shoppers to buy seamlessly online and retailers to sell to, and from, anywhere in the world. For more information, please visit: www.global-e.com.

Global-e Media Contact
Sarah Schloss
Headline Media
sarah.schloss@headline.media 
+1 914 506 5104

Global-e Investor Contact
Alan Katz
Vice President, Investor Relations
IR@global-e.com

 

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SOURCE Global-e

FAQ

How much did Global-e (GLBE) sales grow during BFCM weekend 2025?

Global-e reported a 36% year-over-year increase in BFCM weekend sales.

What was Global-e's promotional season sales change for Nov–Dec 2025?

Sales during the promotional season beginning early November rose 37% year-over-year.

When did Global-e first exceed $1 billion in GMV in a single month?

Global-e crossed the milestone of $1 billion in GMV in a single month during the promotional period that included BFCM 2025.

Which markets led Global-e's BFCM sales growth in 2025?

Top performers were listed as Japan, the United States, Hong Kong, the Netherlands, Spain, France and Germany.

What proportion of weekend sales came from Black Friday and Cyber Monday for GLBE?

Black Friday (Nov 28) accounted for 31% of weekend sales and Cyber Monday (Dec 1) 22%.

Did Global-e attribute the sales uplift to any timing or promotional strategy?

Yes; the company noted promotional activity began earlier in November and early promotions drove upticks in sales.