Shopify Merchants Achieve Record-Breaking $14.6 Billion in Black Friday-Cyber Monday Sales

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.

Insights

E-commerce Metrics Analyst

Shopify merchants reported a strong, measurable BFCM with record gross merchandise volume and clear adoption gains in payments and cross‑border trade.

The business mechanism is straightforward: merchants powered by Shopify converted unusually high traffic into sales, producing $14.6 billion in gross sales, a 27% year‑over‑year increase (24% constant currency), and a peak velocity of $5.1 million per minute. The release also shows platform-level scale: >81 million buyers, >94,900 merchants with single‑day records, and operational throughput metrics (edge requests, database queries/writes, and request‑per‑minute peaks) that confirm the infrastructure handled elevated load.

Dependencies and risks are visible: continued merchant conversion depends on sustaining payment adoption (Shop Pay used in 32% of orders and 39% YoY growth in Shop Pay sales) and cross‑border logistics (cross‑border orders were 16% of orders; 136+ million packages tracked). Watch for retention of first‑time sellers (15,800+ first sales) and whether average cart value ($114.70) holds post‑promotion. Near term, monitor reported metrics for the next reporting cycle and any breakdowns by merchant cohort or region within Q1 2026 to judge sustainability of this growth.

Internet, Everywhere--(Newsfile Corp. - December 2, 2025) - Shopify Inc. (NASDAQ: SHOP) (TSX: SHOP) announced today that merchants achieved a record $14.6 billion in sales* over Black Friday-Cyber Monday (BFCM) weekend - up 27% from last year, 24% on a constant currency basis. From early Friday in New Zealand to late Monday in California, 81+ million customers** around the world bought from brands powered by Shopify.

Shopping peaked at 12:01pm EST on Black Friday when sales reached a record $5.1 million per minute.

BFCM by the numbers

Here's a snapshot of the weekend's highlights:

• $14.6 billion in global sales* from merchants, a 27% increase in sales from 2024, 24% on a constant currency basis

• 81+ 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 Friday

• Cross-border orders represented 16% of all global orders

• 39% year-over-year increase in sales made via Shop Pay

• 32% of orders placed used Shop Pay

• 136+ 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

How much did Shopify merchants sell during Black Friday–Cyber Monday 2025 (SHOP)?

Merchants sold a record $14.6 billion during the BFCM 2025 weekend, up 27% year-over-year.

What peak sales rate did Shopify (SHOP) record on Black Friday 2025?

Peak sales reached $5.1 million per minute at 12:01 PM EST on Black Friday.

How many customers bought from Shopify-powered merchants over BFCM 2025?

More than 81 million customers purchased from Shopify-powered brands during the weekend.

What growth did Shop Pay show during BFCM 2025 for Shopify (SHOP)?

Sales made via Shop Pay increased by 39% year-over-year, and 32% of orders used Shop Pay.

How many merchants had their highest-selling day on Shopify during BFCM 2025?

Over 94,900 merchants experienced their highest-selling day on Shopify during the weekend.

What was the average cart value across Shopify merchants during BFCM 2025?

Average cart price was $114.70 (about $112.29 on a constant currency basis).