Shopify Merchants Achieve Record-Breaking $14.6 Billion in Black Friday-Cyber Monday Sales
Shopify (NASDAQ: SHOP) reported merchants achieved a record $14.6 billion in Black Friday–Cyber Monday sales over the weekend of December 2, 2025, a 27% increase versus 2024 (24% on a constant currency basis).
Rhea-AI Summary
Shopify (NASDAQ: SHOP) reported merchants achieved a record $14.6 billion in Black Friday–Cyber Monday sales over the weekend of December 2, 2025, a 27% increase versus 2024 (24% on a constant currency basis).
Highlights: 81+ million customers bought from Shopify-powered brands; peak sales reached $5.1 million/min at 12:01 PM EST on Black Friday; 15,800+ entrepreneurs made their first sale; 94,900+ merchants had their highest-selling day.
Platform metrics: average cart $114.70; cross-border orders 16%; sales via Shop Pay rose 39% YoY; 32% of orders used Shop Pay; infrastructure handled trillions of requests and petabytes of data.
Positive
- GMV $14.6B, +27% year-over-year
- Shop Pay sales +39% year-over-year
- New merchants 15,800+ first sales during BFCM
- Peak throughput $5.1M sales per minute at peak
Negative
- None.
Details
News Market Reaction – SHOP
On Dec 2, the day this news came out, SHOP closed 5.06% above the previous close.
Data tracked by StockTitan Argus for the Dec 2 session.
Key Figures
- BFCM sales
- $14.6 billion
- Black Friday–Cyber Monday 2025 weekend sales by Shopify merchants
- Sales growth
- 27%
- Year-over-year BFCM sales increase vs. 2024
- Customers
- 81+ million
- Customers worldwide buying from Shopify-powered brands during BFCM
- New entrepreneurs
- 15,800+
- Entrepreneurs making their first sale on Shopify over BFCM
- Record merchants
- 94,900+
- Merchants with highest-selling day ever on Shopify
- Average cart price
- $114.70
- Average BFCM order value (reported basis)
- Cross-border mix
- 16%
- Share of global BFCM orders that were cross-border
- Shop Pay growth
- 39%
- Year-over-year increase in sales made via Shop Pay during BFCM
Historical Context
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Record BFCM sales and platform scale metrics across merchants.
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Q3 2025 beat on revenue and GMV with strong profitability metrics.
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Announcement of timing and webcast details for Q3 2025 results.
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Q2 2025 revenue and GMV growth with sustained free cash flow margin.
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Scheduling announcement and access details for Q2 2025 results call.
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Key Terms
constant currency financial
API requests technical
AI-generated analysis. How Rhea-AI works. Not financial advice.
Internet, Everywhere--(Newsfile Corp. - December 2, 2025) - Shopify Inc. (NASDAQ: SHOP) (TSX: SHOP) announced today that merchants achieved a record
Shopping peaked at 12:01pm EST on Black Friday when sales reached a record
BFCM by the numbers
Here's a snapshot of the weekend's highlights:
$14.6 billion in global sales* from merchants, a27% increase in sales from 2024,24% on a constant currency basis81+ million customers** worldwide bought from Shopify-powered brands
15,800+ entrepreneurs made their first sale on Shopify
More than 94,900 merchants had their highest-selling day ever on Shopify
Hottest product categories: Cosmetics, Clothing Tops & Pants, Activewear, Fitness & Nutrition
Average cart price:
$114.70 ($112.29 on a constant currency basis)Top selling countries: US, UK, Australia, Germany, Canada
Top selling cities: Los Angeles, New York, London, San Francisco, Miami
Peak sales per minute:
$5.1 million at 12:01 PM EST on Black FridayCross-border orders represented
16% of all global orders39% year-over-year increase in sales made via Shop Pay32% of orders placed used Shop Pay136+ million packages globally were tracked on the Shop App***
Throughout the weekend, our infrastructure processed 2.2 trillion edge requests and served 90 petabytes of data, handling 14.8 trillion database queries and 1.75 trillion database writes.
Performance peaked at 489 million requests per minute on edge and more than 117 million requests per minute on app servers, with API requests processed per minute peaking at 31.8 million.
About Shopify
Shopify provides essential internet infrastructure for commerce. Shopify's all-in-one platform makes it easier to start, run, and grow a business, powering sales online, in store, and everywhere in between. Millions of businesses in 175+ countries use Shopify - from entrepreneurs to brands like Aldo, BarkBox, Carrier, Meta, On Running, SKIMS, and Supreme.
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*Shopify's 2025 Black Friday-Cyber Monday data is based on gross merchandise volume (GMV) by Shopify merchants around the world. GMV represents the total dollar value of orders facilitated through the Shopify platform including certain apps and channels for which a revenue-sharing arrangement is in place in the period, net of refunds, and inclusive of shipping and handling, duty and value-added taxes.
**Starting in 2025, customer count is based on unique buyer emails associated with purchases made from Shopify merchants over the Black Friday - Cyber Monday weekend.
***Beginning in 2025, all packages tracked on the Shop App during BFCM include those originated by non-Shopify merchants, provided the corresponding orders were placed on or after November 13, 2025 and remained in transit at the commencement of BFCM. Under this methodology, 104+ million packages globally were tracked on the Shop App in 2024.
All data presented here (including worldwide sales) is approximate and is based on various assumptions. All data is unaudited and is subject to adjustment. The methodology underlying the data may vary year-on-year and prior year results are not directly comparable to current results. All financial figures are in USD. Data represents online and offline sales made by Shopify's global merchants.
CONTACT:
| MEDIA: | INVESTORS: |
| Jackie Warren | Carrie Gillard |
| Lead, External Communications | Director, Investor Relations |
| press@shopify.com | ir@shopify.com |
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/276618
FAQ
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