Wells Fargo analyst Ryan MacWilliams says that Black Friday results look constructive for holiday season and Cyber Monday spending. Wells believe results so far are good for Braze (BRZE), as mobile customer engagement sends were strong. Mastercard (MA) SpendingPulse data indicate U.S. retail sales growth was +4.1% on Black Friday compared to +3.4% last year. Salesforce (CRM) and Adobe (ADBE) data show solid spend.
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