Global‑e Online Ltd. (GLBE) reported that sales on its cross‑border e‑commerce platform surged 36% year‑over‑year during the Black Friday‑Cyber Monday weekend of November 28‑December 1, 2025. The surge was driven by strong demand in key markets, including Japan, the United States, Hong Kong, the Netherlands, Spain, France and Germany, and was supported by merchants who launched promotions early in November to capture holiday shoppers before the traditional peak window.
The extended promotional season—from early November through the BFCM weekend—experienced a 37% year‑over‑year increase in sales. Black Friday alone accounted for 31% of total BFCM weekend sales, while Cyber Monday contributed 22%. The early‑start strategy allowed merchants to spread demand over a longer period, reducing inventory pressure and maximizing conversion rates across the platform’s global network.
Global‑e’s performance pushed its monthly gross merchandise volume (GMV) past the $1 billion threshold for the first time. The milestone demonstrates the platform’s growing operational capacity and its ability to handle high‑volume, high‑value cross‑border transactions at scale. It also signals that the company’s localization and payment‑processing capabilities are resonating with merchants and consumers worldwide.
President Nir Debbi highlighted that merchants who were well prepared for the early holiday shopping peak reaped the rewards. He noted that the weekend’s unprecedented sales reflect shoppers’ willingness to spend when promotions are available, even amid economic uncertainty, and underscored the importance of optimizing global offerings to meet local expectations while protecting profitability.
The results reinforce Global‑e’s momentum heading into the remainder of 2025. While the company did not disclose margin figures for the BFCM period, prior quarterly data show a slight contraction in Non‑GAAP gross margin in Q3 2025 (46.3% versus 46.7% in Q3 2024) and a margin expansion in Q4 2024 (46% versus 42.7% in Q4 2023). The strong sales growth, coupled with the GMV milestone, suggests that the platform is scaling effectively and that merchant demand remains robust across its core markets. Management’s focus on early‑season promotions and localized global offerings positions the company to sustain growth and capture additional market share in the coming quarters.
The announcement underscores Global‑e’s ability to capture holiday demand across multiple regions and indicates continued momentum for its global merchant network as it expands into new markets and deepens its localization capabilities.
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