![\"Illustration](\"https:\/\/click2buy.com\/wp-content\/uploads\/2026\/10\/black-friday-2026-illustration.png\")
\n<\/figure>\n\nKey takeaway<\/strong><\/p>\n Black Friday growth is slowing and budgets remain constrained. Shoppers compare, wait for a price drop and increasingly turn to AI assistants. In this context, a stockout at a retailer or a price gap between resellers costs more than before, because buyers have the comparison one click away.<\/p>\n<\/div>\n\n Spending intentions remain cautious. According to Shopify’s Holiday Retail 2026 study, run in July among 2,000 French consumers, the planned budget for the Black Friday weekend is \u20ac151, versus \u20ac143 in 2025. These are declared amounts, not observed spending: 55% of respondents say they suffered negative economic effects over the past year, and nearly one in four fills a basket and then waits for a price drop before paying. The 2025 results point the same way: according to Joko, which analyzed the bank transactions of more than one million users, average Black Week spending reached \u20ac236, three euros more than in 2024.<\/p>\n\n The overall mood is gloomier than these figures suggest. In AlixPartners’ Global Consumer Outlook 2026, run by YouGov, 29% of French consumers plan to spend less than last year over the holidays, against 6% who plan to spend more, and 57% wait for promotional periods for their Christmas shopping. Other surveys are more nuanced: Klaviyo finds that 57% of French consumers plan to spend as much as in 2025 and 26% more. The gaps come from the samples and the questions asked; they agree on one point, vigilance on prices.<\/p>\n\n Categories do not benefit from the event in the same way. At Criteo, Black Friday 2025 transactions rose 12.1% in sports and outdoor, 9.5% in home and garden, and 10.2% for department stores and marketplaces, while electronics and technology fell 1%.<\/p>\n\n Research largely precedes the purchase. In a ShopFully and OpinionWay study on the 2024 edition, 42% of consumers started researching at least a week ahead, and 53% compared prices on the day itself, mostly online. Sales, for their part, are shifting online: according to BPCE L’Observatoire, 47% of the euros spent during Black Friday week 2025 went to e-commerce.<\/p>\n\n A new intermediary is entering this journey. According to Klaviyo, 68% of French consumers plan to use an AI assistant for their year-end shopping; Fevad already noted in 2025, citing an Odoxa study, that one online shopper in three used generative AI in their journey. These assistants compare prices and availability. An incomplete product page or poorly maintained stock data at a retailer then becomes a handicap before the consumer even reaches a website.<\/p>\n\n Data on the cost of stockouts is mostly British and comes from inventory management vendors, so it should be read with caution. A study relayed by Modern Retail UK indicates that 46% of British retailers suffered stockouts that cost them sales, that 65% of in-store shoppers abandoned their purchase for lack of product, and that 41% of consumers would stop buying from a brand after repeated stockouts. For brands the stake is twofold: the lost sale, and the media budget spent driving traffic to an unavailable item, as Internet Retailing describes.<\/p>\n\n The risk is all the more costly as advertising pressure rises. According to Skai, retail media spending on Black Friday 2024 almost doubled year on year (+92%), and spending on Amazon reached 4.8 times the daily average before Thanksgiving. These figures are not specific to France, but the mechanics are the same: the higher the bids climb, the more each click to an unavailable or mispriced product weighs on return on investment.<\/p>\n\n The regulatory framework adds a consistency constraint. Since May 2022, the reference price of a discount must be the lowest price charged over the previous thirty days. In the 2024 inspections covering several thousand points of sale and more than 300 websites, nearly a third showed invalid discounts, Europe 1 reports, citing the DGCCRF (France’s consumer protection authority). Shein was fined \u20ac40 million in July 2025 for misleading price reductions. A brand is not responsible for each retailer’s price display, but it bears the effect on how its prices are perceived.<\/p>\n\n A brand does not control its resellers’ prices, but it can act on three points. Product data (references, dimensions, compatibility, visuals) must be identical from one retailer to the next, otherwise AI assistants and comparison sites will relay contradictory versions. Availability must be known by reseller, before sending paid traffic to a page. And the redirection of visitors to a point of sale that has the item in stock must be measurable, to know which campaigns actually fed sales at retailers.<\/p>\n\n That is the role of the Click2Buy Where-to-Buy<\/a>: linking a product page or a campaign to the right retailer. Over the period, online product availability<\/a> varies widely from one reseller to another, and it is often what separates a completed purchase from an abandoned one.<\/p>\n\n Avoid<\/strong>: launching a media campaign without checking item availability at the retailers concerned. The budget then pays for clicks on products that cannot be found.<\/p>\n Good practice<\/strong>: audit product data consistency and stock levels at priority resellers upfront, then adjust campaigns based on real availability.<\/p>\n<\/div>\n\nConstrained demand, concentrated on price<\/h2>\n\n
A journey that starts before D-day<\/h2>\n\n
Impact: what a stockout or a price gap costs<\/h2>\n\n
\n \n
\n \n Topic<\/th>\n Figure<\/th>\n Source<\/th>\n <\/tr>\n <\/thead>\n \n E-commerce France, 2025<\/td>\n \u20ac196.4B (+7%), average basket \u20ac62 (-3%)<\/td>\n Fevad<\/td>\n <\/tr>\n \n Black Friday 2025, France<\/td>\n Transactions +3%, revenue \u2248+6%<\/td>\n Criteo<\/td>\n <\/tr>\n \n Black Friday weekend budget<\/td>\n \u20ac151 planned in 2026 (declared), \u20ac143 in 2025<\/td>\n Shopify<\/td>\n <\/tr>\n \n Average Black Week spending 2025<\/td>\n \u20ac236 (+\u20ac3)<\/td>\n Joko<\/td>\n <\/tr>\n \n E-commerce share of spending<\/td>\n 47% of euros spent in Black Friday week 2025<\/td>\n BPCE L’Observatoire<\/td>\n <\/tr>\n \n AI use for shopping<\/td>\n 68% plan to use it<\/td>\n Klaviyo<\/td>\n <\/tr>\n \n Reference price<\/td>\n Nearly a third of discounts invalid (2024 inspections)<\/td>\n DGCCRF, via Europe 1<\/td>\n <\/tr>\n <\/tbody>\n<\/table>\n<\/div>\n\n Outlook: what brands can control before November 27<\/h2>\n\n