Are small aircraft about to take on Uber?

Motley Full Money starts now.

Welcome to Molly Full Money. I'm Travis Hoym, joined by Lou Whiteman and Rachel Warren.

We are going to talk about EV Toll, electric vertical takeoff and landing aircraft today.

But first, we want to get an update on the retail segment, Black Friday, which felt like Black Friday month to me, is now behind us

officially. We even had Cyber Monday. So Rachel, what did we learn about this critical shopping

season? Yeah, I think there were a lot of analysts that were watching what these numbers

would tell us about the health of the consumer. And, you know, the headline numbers look good,

but there's more when you dig beneath the surface. So to you know, the headline numbers look good, but there's more

when you dig beneath the surface. So to start off, U.S. consumers spent a record $11.8 billion online

on Black Friday. That was a 9.1% increase from 2024. But what's interesting is that nearly

four in 10 consumers bought fewer items this year. This suggests, obviously, that they're trimming their shopping lists, prioritizing certain purchases.

Now, globally for Black Friday, which is not just a US phenomenon anymore, online sales hit a new peak of $79 billion.

What's interesting is that store visits were really a mixed bag.

There was some data that showed

there was a slight decline in foot traffic. Consumers are taking a bit more of an intentional

approach when they're shopping. Really important to note as well, total spending increased

year over year. But at the same time, average selling prices for products were up by around

7%. And the number of units per transaction

dropped. So what this indicates is that a lot of the sales growth that we saw on Black Friday

was driven by inflation rather than increased purchase volume. And another thing as well that I think

speaks to the health of the consumer, usage of buy now pay later services was up about 9% year

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