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Gabriella Sanchez
September 15, 2026

At a recent Loop event, we sat down with operators from three different brands, Johnny Was, City Beauty, and Aviator Nation, and asked each one the same question: what's your most controversial BFCM take?
The interesting part? We didn't steer them toward a theme, and all three landed on the same one anyway: how long this “season” actually lasts.
If the season itself is measurably wider than it was a year ago, it makes sense that the operators living inside it would all reach for the same question when asked what's actually on their mind.
Ask three operators for a hot take and you'd expect three different topics. Instead, all three landed on the same underlying question: does BFCM still have a fixed shape at all?
JoHanna De La Rosa, Sr. Customer Service Manager at Johnny Was, wants the scarcity back: "It's not really Black Friday Cyber Monday if you start it on the 1st of November. That's the whole month. You just got to have the two days. Let me work for it. I want to wait for it. Get excited."
Matt Solusod, Sr. Manager at Aviator Nation, wants a hard boundary: "We need to keep Black Friday and Cyber Monday from Friday to Monday and stop extending it before and after."
Emily McCulloch, Growth Marketing Operations Manager at City Beauty, says the boundary's already gone: "It's no longer just Black Friday or Cyber Monday. It is at least a solid week."
Where a brand lands changes what prep actually looks like. It sets how long a team expects to be in crunch, and that shapes everything downstream.
All three, unscripted, at a Loop event in LA.
[VIDEO here]
Shoppers aren't waiting for that argument to resolve. Adobe's own year-over-year tracking shows the season spreading out, not just growing bigger. In 2025, 25 separate days crossed $4 billion in single-day online spending, up from 18 days in 2024. That's not one or two new record days, that's roughly an extra week's worth of "big shopping days" that didn't used to exist.
The brands selling into that window have already adjusted. Klaviyo's own guidance now frames it plainly: "BFCM 2026 is won in summer, not November." Attentive found 46% of shoppers start their holiday shopping before November even begins, and 71% make at least one purchase before Black Friday itself. Triple Whale's own merchant base generated $1.77 billion in revenue during the pre-BFCM window alone last year, spending 65% of their eventual BFCM-weekend ad budget before the official weekend even started.
That means a real, measurable share of the season's revenue is already happening before whatever any individual brand decides to call "the start." A plan built around four days can leave a team stretched thin for a season that's already underway weeks earlier.
That whole debate is about the front of the season: when it starts, how long it runs. It skips the other end entirely. If peak season is stretching earlier, it's stretching later too, and far fewer brands are planning for that half.
Returns don't peak two weeks after BFCM, that’s when they start. The wave keeps building well past Boxing Day, roughly a third of a season's total returns land in January, not December. This means that BFCM isn't a one-and-done event. The bill comes due over the following two months, which means you don't know what a record BFCM actually netted you until the end of January.
It's not that brands don't know this. 70% of brands say returns shape customer loyalty. Only 10% treat that stretch as a real operational risk. Knowing and preparing for it are different line items. The season these three brands are debating doesn't end at Cyber Monday, or even Boxing Day. It actually ends in Q5, the stretch from Boxing Day through mid-January when the returns actually land.
Continue reading

Peak Season
Alex Rosas
September 9, 2026

Beyond Returns
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