Is Klaviyo’s AI-Driven BFCM Share Of US Online Spend Reframing The Investment Case For KVYO?

Jan 10, 2026 - 18:00
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Is Klaviyo’s AI-Driven BFCM Share Of US Online Spend Reframing The Investment Case For KVYO?
In recent days, Klaviyo, Inc. was initiated with a positive analyst rating by BTIG alongside the release of its 2025 BFCM Recap Report highlighting record-breaking performance driven by AI-powered personalization and loyalty tools. The company reported that roughly one in every US$20 spent online in the US over the BFCM period came from experiences or messages delivered through its platform, with strong sales contributions from Health & Beauty and Apparel brands. Next, we’ll examine how...

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