The following video is from Monday's MarketFoolery podcast, in which host Chris Hill, along with analysts Jason Moser and Joe Magyer, discuss the top business and investing stories.

In this segment, the guys discuss who really came out as the winners on Black Friday. While bricks-and-mortar stores had spending that was slightly up from last year (though not for everyone, and we hear who some of the slight losers were), the big story is the major shift in consumer habits toward online shopping with companies such as (NASDAQ: AMZN) and eBay (NASDAQ: EBAY), with more than $1 billion spent for the first time. Another major shift in consumer habits that goes along with this trend was the industry with the secret winners: mobile payments, also up dramatically this year.

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