Black Friday numbers just dropped and they're telling an interesting story. Brick-and-mortar stores did surprisingly well, but here's the kicker – shoppers were heavily relying on digital payment options to manage their holiday spending.

One market analyst pointed out something worth noting: the real action is happening in the e-commerce space. The shift isn't just about convenience anymore. People are actively using digital payment tools to make their budgets work harder during the shopping season.

For anyone tracking investment opportunities, the message seems clear. Payment processors and digital wallet providers might be names to watch as this trend keeps building momentum. The holiday shopping patterns we're seeing could signal where consumer behavior is headed long-term.