Original thought: Were new buy online, ship merchandise from store services at Macy's, JCPenney, Target, Best Buy, and Home Depot likely to cause out of stocks in physical stores.
Update: No out of stocks to report at JCPenney, Macy's, Target, Best Buy, and Home Depot other than the typical doorbuster deals. The items that were consistently out of stock, such as Disney's Frozen dolls, the Motorola 360 smartwatch, and select Michael Kors handbag styles at Macy's were more a result of strong in-store traffic.
Read MoreNo way Black Friday sales fell 11 percent: Analyst
But, there is a potentially financially devastating issue to now watch for closely following Best Buy's temporary webstore outage on Black Friday afternoon. That is: Do major retailers have the infrastructure to handle tons of new services being created to meet the needs of an on-demand world? A couple examples of the newfound tech complexity included:
1.Buy merchandise online, have it shipped from store.
2.Buy merchandise online, have it picked up from store.
4.Real-time price matching inside of a store.
5.The ability to buy merchandise through Twitter's "buy now" button.
Don't expect Best Buy's site malfunction, due to overwhelming traffic, to be the last one this holiday season. A few final thoughts: Target told me at midnight on Thanksgiving Day via email that online sales were strong and big box retailers price-matching one another hints at Amazon's once dominant position being under attack from the old guard in retail.