Walmart's Black Friday signals shoppers are still spending

State of play: The company doesn't release sales figures outside of quarterly earnings, but said it delivered 57% more Black Friday orders than last year.

• 44% more orders were delivered within three hours, powered by its same-day delivery network reaching 95% of U.S. households.
• Top buys included Apple AirPods, Vizio and Hisense TVs, Wrangler denim, tires and Pokémon cards.

Walmart Marketplace, which has items listed by third-party sellers, hit a new single-day record of shoppers who ultimately bought the items they hunted for online.

• PlayStation 5s and Labubus were hits on Walmart Marketplace.

Between the lines: The company leaned heavily on technology to drive convenience. Nearly 10 million shoppers used the Walmart app inside its stores, and they spent 25% more on average than those who didn't.

• Walmart's AI assistant Sparky helped millions compare prices and pick gifts.

The big picture: The retailer recently raised its full-year outlook after reporting Q3 sales up almost 6% year-over-year, driven by e-commerce growth and ad revenue.

What's next: Walmart will extend many Cyber Monday deals through Dec. 7 and plans more last-minute holiday promotions.