Amazon, Walmart, Lowe’s, and Affirm – Winners of the New Consumer Era 2025

Despite a challenging macroeconomic environment with inflation, tariffs, and a weak labor market, US consumers are setting new standards in online retail by the end of 2025. Black Friday reached a record sales of 11.8 billion USD in the US, while Cyber Monday is even projected to reach 14.2 billion USD – a growth that demonstrates the continued boom of e-commerce. At the heart of this transformation are four companies benefiting massively from trends surrounding artificial intelligence, flexible payment models, and lightning-fast deliveries:...