During Black Friday and Cyber Monday 2025, TikTok Shop in the United States surpassed an important milestone—over $500 million in turnover (GMV) in just one holiday week

Such indicators make TikTok comparable with the main players in the e-commerce vertical and demonstrate that the format of “content that sells” has become a real competitor to classic online retail.

According to Business Insider, it was the combination of short videos, native recommendations, and embedded shopping that pushed users to record activity. The algorithmic promotion system and the focus on UGC allow TikTok to turn entertainment content into a powerful shopping channel, where the path from viewing to paying takes a matter of seconds. 

Why does it matter for affiliates?

For affiliates, this event is an important signal. When the platform shows half a billion turnover per week, it means high customer readiness, high volume of demand and tremendous efficiency of conversion links “video → purchase”.

It becomes easier for marketers to scale campaigns: the platform enhances commercial functions, and users are already accustomed to buying directly in the feed. In addition, the growth of TikTok Shop confirms the trend: social commerce is becoming as confident a source of sales as classic e-commerce. 

This opens up new niches for offers, makes short videos an even more conversion-friendly format, and reduces the dependence of arbitrators on traditional landing pages.

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