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Amazon’s AI chatbot Rufus drove sales on Black Friday

Amazon's AI chatbot Rufus significantly boosted sales on Black Friday, leading to a 100% increase in purchase sessions compared to the previous month. Sessions involving Rufus surged 75%, outperforming total website session growth. This reflects a broader trend of consumers increasingly utilizing AI in holiday shopping, despite higher prices potentially impacting overall spending. Adoption rates for Rufus are indicative of a shift towards AI-driven shopping experiences.

Key points

  • Rufus experienced a 100% increase in purchase sessions on Black Friday versus the last 30 days.
  • Sessions that included Rufus had a 75% day-over-day increase for purchases, versus 35% for those without.
  • Total Amazon sessions rose by 20% day-over-day, while Rufus sessions rose 35%.
  • The year-over-year increase in AI traffic to U.S. retail sites was 805% on Black Friday.
  • U.S. shoppers arriving at retail sites from AI services were 38% more likely to purchase.
  • Record spending of $11.8 billion may also be tied to higher prices (average of 7%) rather than increased online shopping.
  • Mobile app downloads grew for Amazon and Walmart by 24% and 20%, respectively, compared to the previous month.

Why it matters

  • 2025 trends show increasing consumer reliance on AI technologies for shopping.
  • AI adoption in retail has been steadily rising, with significant interest in generative AI applications.
  • The shift towards AI-driven experiences is part of a larger digital transformation in the retail sector.

The surge in Rufus's usage and the rise of AI in consumer shopping highlight a pivotal change in retail dynamics, reflecting both technological advancements and evolving shopper preferences. Despite economic pressures and rising prices, AI tools are shaping the future of holiday retail experiences.