Credit: Dan Berthiaume, plus reporting from the National Retail Federation (NRF) & Prosper Insights & Analytics

(November 26, 2025) — Even as retailers launch “Black Friday” promotions before Halloween and holiday deals stretch across nearly two months, the Friday after Thanksgiving still commands unmatched weight on the retail calendar. What began in the 1950s as a single kickoff day for holiday shopping has evolved into a five-day omnichannel marathon — but Black Friday remains the crown jewel.

Black Friday by the Numbers: A Market Retailers Can’t Ignore

Data continues to show that Black Friday is one of the biggest spending days of the year. According to Mastercard SpendingPulse, U.S. retail sales on Black Friday 2024 rose 3.4% year-over-year, with online sales jumping 14.6% and in-store sales edging up 0.7%.

Consumers are planning to spend — whether retailers participate or not. A LendingTree survey shows 64% of Americans expect to shop on Black Friday, and one-third will spend $500 or more.

This year, the holiday weekend is poised to set a new record. The National Retail Federation (NRF) and Prosper Insights & Analytics estimate 186.9 million shoppers will hit stores and online platforms from Thanksgiving Day through Cyber Monday — up from 183.4 million last year. Black Friday leads the pack, with 70% of shoppers (130.4 million) planning to participate, followed by Cyber Monday with 40% (73.9 million).

“Many Americans consider shopping to be an important part of their Thanksgiving holiday,” said Phil Rist, executive VP of strategy for Prosper Insights & Analytics. “For more than half, the deals are simply too good to pass up.”

In-Store Shopping: Still the Holiday Spirit Driver

Despite the shift toward digital browsing and early promotions, brick-and-mortar remains a dominant force. Projections from Capital One indicate 81% of 2025 retail sales will occur in physical stores.

Quad’s consumer survey highlights why:

• 74% say in-store shopping is the best way to get into the holiday spirit.

• 66% say their favorite gifts came from unexpected in-store discoveries.

• 70% feel more comfortable making higher-priced purchases in person.

Black Friday remains the biggest in-store shopping day of the year. Retailers who draw shoppers into physical locations benefit from impulse buying, cross-sell opportunities, and higher-margin purchases that don’t happen online.

Online Black Friday: Bigger, Faster, and More Tech-Driven

But Black Friday is no longer only about 4 a.m. doorbusters. Digital channels now play an equally critical role.

Adobe Analytics reported consumers spent a record $10.8 billion online during Black Friday 2024 — more than double 2017 levels. And the rise of generative AI is reshaping traffic patterns, with an 1,800% increase in Black Friday site visits driven by AI shopping bots compared to 2023.

Retailers are turning to livestreams, social-commerce platforms, and digital deal hubs to capture this demand, mirroring Amazon’s increasingly hybrid holiday playbook.

Holiday Momentum Is Already Building

More than half of holiday shoppers (58%) began buying in early November — a pattern consistent with the last five years. According to NRF data, consumers have already completed roughly 26% of their planned purchases.

Those early waves are feeding what could become the first trillion-dollar holiday season. NRF forecasts U.S. holiday retail sales will rise 3.7% to 4.2% this year, reaching between $1.01 trillion and $1.02 trillion, up from $976 billion last year.

The Bottom Line: Black Friday Still Matters — A Lot

Yes, the shopping season is longer. Yes, consumers are stretched across both physical and digital channels. And yes, AI is changing how people discover deals. But despite all the shifts, Black Friday remains:

• The most popular shopping day of the holiday season

• A massive in-store traffic driver

• A record-setting online sales event

• A cultural shopping tradition millions still embrace

As Dan Berthiaume notes, “Yes, Virginia, there is still a Black Friday — you just need to believe and act.” And according to the NRF, nearly 187 million Americans plan to do exactly that.

TUCSON, AZ (November 25, 2025) — An 11,186-square-foot retail building at 4001 E. Speedway Blvd. in Tucson has sold for $1,700,000 ($152 PSF) in an investment sale to Jim and Samira Habib of El Cajon, California. The property is fully leased to Total Offroad & More, a Tucson-based retailer specializing in aftermarket truck and SUV parts, accessories, and lift kits and closed October 20, 2025.

Total Offroad & More has served the region’s off-road and outdoor recreation community for more than 20 years, offering suspension systems, wheels, tires, lighting, and custom installations for trucks and 4×4 vehicles. The company operates its primary showroom and service center from this Speedway location, drawing customers from across Southern Arizona.

The seller was the George and Jane Caughman Family Trust. Rob Tomlinson, Principal and Retail Specialist with Cushman & Wakefield | PICOR, represented the seller. Melody Bramer with Keller Williams Integrity First Realty in Gilbert represented the buyer.

Built in 1974 and situated on 0.74 acres within the Speedway No. 1 subdivision, the property includes 53 parking spaces and offers prominent frontage along Speedway Boulevard, one of Tucson’s busiest east–west corridors.

For more information, Tomlinson can be reached at 520.546.2757, and Bramer is at 602.290.3643.

Source: RED Comp #12183.

TUCSON, AZ (November 24, 2025) — The Tucson Lease Report posted a steady week of leasing activity across industrial, flex, retail, and office properties, totaling 60,370 square feet leased or renewed. The week’s largest deal was the 39,700-square-foot industrial leases at 3160 East Transcon Way, followed by Coati Concepts LLC’s 5,175-square-foot flex lease on South Broadmont Drive and Worker Power, Inc.’s 3,364-square-foot office lease at El Dorado Square. The retail sector was NexTurn Ventures LLC’s 2,106-square-foot lease on North Oracle Road in Oro Valley, the largest retail transaction of the week, along with steady smaller-format deals in Sahuarita and Midtown Tucson.

The following leases were reported to the Real Estate Daily News for the week of November 17–21, 2025.

INDUSTRIAL – 3160 EAST TRANSCON WAY, TUCSON, 85706, SOUTH SUBMARKET
Xcimer Energy and Zona Volleyball Club leased a combined 39,700 square feet of industrial and recreational space at 3160 East Transcon Way. CBRE’s Tim Healy represented the landlord, Kemper Corporation. Pat Welchert of Alpha Commercial Real Estate represented Xcimer Energy, and Eric Hutchens with Hutchens Companies represented Zona Volleyball Club.

FLEX/RETAIL– 3450 SOUTH BROADMONT DRIVE, TUCSON, 85713, SOUTH SUBMARKET
Coati Concepts LLC leased 5,175 square feet at 3450 South Broadmont Drive, Suite 108. CBRE’s Tim Healy represented the tenant, and Alex Demeroutis with Cushman & Wakefield | PICOR represented the landlord, Tin Cup Properties LLC.

OFFICE – 1200 N EL DORADO PLACE, TUCSON, 85715, NORTHEAST SUBMARKET
Worker Power, Inc. leased 3,364 square feet of office space in Suite B-200 at El Dorado Square. Isaac Figueroa, CCIM, SIOR, with Larsen Baker represented the landlord, and Matt Bustamante with Trilogy Commercial represented the tenant.

RETAIL – 12125 NORTH ORACLE ROAD, ORO VALLEY, 85737, NORTHWEST SUBMARKET
NexTurn Ventures LLC leased 2,106 square feet of retail space at 12125 North Oracle Road, Suite 137. CBRE’s Jesse Peron represented the landlord, OVM Delaware LLC, and Taylor Johnston of Kingfect Commercial Real Estate represented the tenant.

OFFICE – 6245 EAST BROADWAY BOULEVARD, TUCSON, 85711, EAST SUBMARKET
Eden Hospice leased 1,893 square feet of office space at Tucson Broadway Office Plaza. CBRE’s David Montijo represented the landlord, Tucson Broadway Office Plaza LLC. Eden Hospice was self-represented.

INDUSTRIAL – 470 W ROGER RD., TUCSON, 85705, CENTRAL SUBMARKET
Arrakis Industries, LLC leased 1,640 square feet of industrial space in Suite 111. Isaac Figueroa, CCIM, SIOR, and Michelle Ward, CCIM, with Larsen Baker represented the landlord and handled the transaction.

RETAIL – 15920 S RANCHO SAHUARITA BLVD., SAHUARITA, 85629, SOUTH SUBMARKET
MindForge Play Studios leased 1,442 square feet of retail space at Rancho Sahuarita Marketplace. Aaron LaPrise and Dave Hammack, Principals, Retail Specialists with Cushman & Wakefield | PICOR, represented the landlord, Rancho Sahuarita Commercial Ventures, LLC. Nia Fenn with Elate Realty, LLC, represented the tenant.

INDUSTRIAL – 1870 W PRINCE RD., TUCSON, 85705, CENTRAL SUBMARKET
Act Fast Delivery of Tucson, Inc. leased 1,222 square feet of industrial space in Suite 71 at Exchange Place. Paul Hooker, SIOR, Principal, and Andrew Keim, Industrial Specialists with Cushman & Wakefield | PICOR, represented the landlord, Pegasus Tucson Owner LLC.

RETAIL – 3400 E SPEEDWAY BLVD., TUCSON, 85716, CENTRAL SUBMARKET
The Proper Collective, LLC, leased 868 square feet of retail space at the Rancho Center. Isaac Figueroa, CCIM, SIOR, and Michelle Ward, CCIM, with Larsen Baker represented the landlord and handled the transaction.

INDUSTRIAL – 4595 S PALO VERDE RD., TUCSON, 85714, SOUTH SUBMARKET
Tucson Mold Inspectors LLC leased 720 square feet of industrial space at Butterfield Business Park. Paul Hooker, SIOR, Principal, and Andrew Keim, Industrial Specialists with Cushman & Wakefield | PICOR, represented the landlord, Pegasus Tucson Owner LLC.

RENEWALS

INDUSTRIAL – 1870 W PRINCE RD., TUCSON, 85705, CENTRAL SUBMARKET
RLA Advisors LLC renewed its lease for 1,440 square feet of industrial space in Suite 45 at Exchange Place. Paul Hooker, SIOR, Principal, and Andrew Keim, Industrial Specialists with Cushman & Wakefield | PICOR, represented the landlord, Pegasus Tucson Owner LLC.

INDUSTRIAL – 4500 E SPEEDWAY BLVD., TUCSON, 85712, NORTHEAST SUBMARKET
Andy Newell renewed its lease for 800 square feet of industrial space in Suite 85 at Midway Business Park. Paul Hooker, SIOR, Principal, and Andrew Keim, Industrial Specialists with Cushman & Wakefield | PICOR, represented the landlord, Pegasus Tucson Owner LLC.

Submit sales and leases to REDailyNews@outlook.com.