KEY POINTS

  • E-commerce and mobile commerce exploded over the three key shopping days that mark the traditional start of the holiday season in the United States: Thanksgiving Day, Black Friday, and Cyber Monday. 
  • Total e-commerce grew 24% to $4.6 billion for those three days, according to our estimates. 
  • The mobile component of e-commerce — retail purchases made on tablets and smartphones instead of PCs — grew even faster. In fact, mobile commerce grew more than twice as quickly, at 63%, and accounted for nearly $940 million in sales on those three days
  • Mobile commerce weighs more heavily on key shopping days like Thanksgiving, Black Friday, and Cyber Monday than it does for the rest of the year. 
  • Tablets have emerged as a principal engine for mobile commerce growth. For example, tablets drove twice as much consumer retail spending on Black Friday as smartphones did, according to IBM's data. 
  • There were nearly 1.9 million separate e-commerce transactions completed on tablets on Cyber Monday, which added up to $237 million in mobile sales, and helped drive an impressive $2 billion in total e-commerce spending that day
  • While this data is for the U.S., we expect mobile commerce to have a big impact globally around the holidays this year. We end the report with a look at mobile commerce and e-commerce in Europe and China. 


Share Of E commerceBIIINTRODUCTION

Mobile's Share Of E Commerce SalesBIIE-commerce and mobile commerce saw huge gains in the U.S. over the Thanksgiving holiday weekend and Cyber Monday, despite lackluster in-store sales. 

A defining aspect of retail e-commerce over the weekend was this year's abbreviated holiday season — six fewer days between the U.S. Thanksgiving holiday and Christmas compared to last year. 

The abbreviated holiday shopping season drove retailers to begin their <a href="http://online.wsj.com/news/articles/SB10001424052702304579404579232514024052616" [...]