If it's the only time Xb can ever win in the USA MS will make sure they do everything they possibly can to be able to put out PR saying "Xbox one was the biggest selling console on Black Friday". Of Course I think MS will pretty much always have a 2 month strategy for the USA and they will pretty much do what it takes to win all of Nov and Dec every year. So this gen I doubt PS4 will ever win Black Friday.
If Sony offers UC4 (physical) + another back catalog game (digital) for $299 on BF that would compete very strongly with an H5 bundle @$279. Especially if Sony only officially drops the PS4 price to $349 this year. If MS does $279 bundles + $50 gift card I don't see any possible way for PS4 to get close to that.
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