Fresh e-commerce numbers just dropped from a major analytics platform, and they're painting an interesting picture of consumer behavior this shopping season.

By noon Eastern Time, worldwide online sales clocked in at $17.3 billion—a solid 5.3% bump compared to last year. But here's where it gets curious: while revenue climbed, the actual number of orders stayed basically flat year-over-year. That gap tells you something about basket sizes or pricing dynamics shifting beneath the surface.

Zooming into the U.S. market specifically for Cyber Monday, shoppers pushed through $3.4 billion in digital purchases, up 2.6% from the previous year. Yet again, order volume dipped by 1%. So Americans are spending more per transaction even as they're placing fewer orders overall.

What's driving this pattern? Could be inflation nudging average cart values higher. Might be consumers getting more selective, consolidating purchases. Either way, these metrics matter beyond just retail—they're economic signals that ripple through every market, crypto included.