By Jasper Perru, head of Groth & Ecosystem Performance ANYTOOLS
Black Friday has gone from being a 24-hour race to becoming a strategic cycle of at least 60 days. Brazilian online retail is now living a model in which October warms, November converts and December consolidates, and those who continue planning as if everything were summarized to a single peak are falling behind.
An analysis of the ANYMARKET on the marketplace market confirms that while Black Friday growth remains relevant, its dynamics have changed structurally.Given October and November sales, GMV has advanced 39.5% and order volume has grown 26.07% on the annual comparison.Black Friday saw a 44.93% increase in GMV in 2025, while the period up to Cyber Monday has accumulated growth of 43.97%.
However, these results were accompanied by a loss of concentration of sales throughout the month. The participation of Black Friday and Cyber Monday in total sales in November fell from 24.7% in 2024 to 23.7% in 2025, showing a redistribution of demand to other times of the calendar. 11/11 emerges as one of the main vectors of this dilution, presenting significant growth of 155.9% in 2025 compared to the same date of the previous year, consolidating itself as a new relevant month within the current peak.
This growth is not born of chance: it is a direct result of a more judicious and conscious consumer, of more competitive marketplaces and of more mature sellers, capable of aligning inventory, data and operation to take advantage of a commercial window that today lasts almost a quarter. In internal debates, with partners who actively work in the sector, we no longer speak of an isolated date, but in a strategic quarter. This requires real integration between channels, ERP, logistics and service, with any rupture or delay has a direct impact on reputation and visibility.
The internal data reinforce the thesis: in this last Black Friday, ANYTOOLS participated in 10% of the entire and e-commerce brazilian. A movement of this size only happens when sellers operate with quality, depth of stock and commercial intelligence. Predictive management and preparation begin months before, with infrastructure adjustments, new backlogs of functionality, alignment between service and strategy and direct approach to marketplaces. The result is an operation capable of sustaining peaks without incidents and turning data into a competitive advantage.
Another determining factor is consumer behavior. The sale diluted throughout the month and the dispute for attention, driven by affiliates, lives, coupons and lightning offers, make the scenario even more competitive. Marketplaces, with massive traffic and willingness to invest, expanded their protagonism. Prepared sellers knew how to use this to their advantage: they guaranteed visibility, increased the catalog, negotiated aggressive actions and took advantage of campaigns sponsored by marketplaces themselves. And the trend should follow in December, since platforms want to retain the market share conquered in November.
In parallel, automation emerges as the biggest game changer.Stock synchronization, the creation of smart kits, the application of channel-specific trade rules and strict order control avoid costly mistakes, not only in cash, but in reputation. Pure discount has become a trap. Without strategy, the seller sells, but profits less.
With the increase in impulsive purchases, the volume of doubts, cancellations and returns grows. Identifying patterns by channel, product or carrier allows faster and more efficient responses. AI accelerates diagnostics and frees teams to solve complex cases. Ignoring after-sales means losing margin, reputation and future exposure.
Another critical point is financial reconciliation.In weeks filled with special commission rules, rebates and coupons, any divergence erodes the margin.Sellers who do not reconcile by SKU, channel and period risk paying commissions above the agreed and compromise the result of the campaign.
In the final balance, this year's Black Friday can be highlighted in the maturity of the sellers and the strength of ecosystems. Visits to major operations during the week reinforced partnerships, guaranteed trust and showed the real impact of the group's solutions on the lives of the professionals behind giant operations.
The vision that is imposed for 2025 is clear: e-commerce has entered a more competitive era, data-driven, automation-centered and predictability-based. The seller challenge ceases to be “sell a lot in November” and becomes “perform well throughout the strategic quarter”. Post-Black Friday, not the date itself, is the real differential. Who dominates this cycle sells more and sells better.

