According to @KobeissiLetter, U.S. online Black Friday sales hit a record $11.8 billion, up 9.1% year over year, based on Adobe Analytics tracking data (source: Adobe Analytics via @KobeissiLetter). Adobe Analytics projects $5.5 billion in online spending on Saturday (+3.8% y/y) and $5.9 billion on Sunday (+5.4% y/y), using a dataset that tracks over 1 trillion U.S. retail site visits (source: Adobe Analytics via @KobeissiLetter). For trading, the immediate focus is whether actual weekend prints exceed Adobe’s forecasts, which would indicate stronger-than-model baseline demand relevant to e-commerce and payments exposure (source: Adobe Analytics via @KobeissiLetter). Crypto traders can use these high-frequency consumer demand signals as macro context alongside risk assets when assessing beta exposure in BTC and ETH during U.S. trading hours (source: Adobe Analytics via @KobeissiLetter).

According to @StockMKTNewz, the National Retail Federation projects U.S. holiday retail sales for November–December to rise 3.7%–4.2% year over year, reaching $1.01T–$1.02T (WSJ citing NRF). This range is the NRF’s official holiday sales forecast for the year-end shopping season (WSJ citing NRF).

According to @ReutersBiz, shares of Chipotle plunged after the company issued its third sales forecast cut of the year, fanning concerns over how the fast-casual chain is navigating tariffs, inflation, and tighter U.S. consumer spending; the report did not cite any cryptocurrency exposure or impact. Source: Reuters Business, reut.rs/4qFJlm6, Oct 30, 2025.