All right. Well, for more on who could come out on top this holiday shopping season, let's bring in Jerry Storch. He's CEO of Storch Adviserss and former Toys R Us CEO.Jerry, it's great to have you on. Welcome. >> My pleasure.>> All right, winners and losers. What are you seeing. >> Well, the, you know, the same same folks have been winning for quite a while now, and I see no reason to think it's going to change.That's Walmart, Costco, TJX, and Amazon. These four retailers have been ga g g g g g g g g g g g ...

Market Share & Key Players - Walmart, Costco, TJX, and Amazon are consistently gaining market share at the expense of other retailers [2] - These four retailers have been dominating for years, and this trend is expected to continue [1][2] - While some specialty players like GAP, Urban Outfitters, and Abercrombie can experience a "bounce" with good performance, their overall impact is small compared to the dominant retailers [3] - The mentioned retailers are the largest in terms of both market capitalization and market share [4] Consumer Behavior & Value - Consumers understand true value and respond accordingly, regardless of retailers' promotional tactics [5][6] - Black Friday sales have been extended across multiple days, but the day remains a significant shopping day, especially when combining in-store and online sales [7] - Younger generations (Gen Z and millennials) are driving foot traffic, suggesting an experiential aspect to in-store shopping [9] Emerging Brands & Sustainability - New brands are emerging and taking market share, particularly in specialty apparel [10] - Identifying brands with a sustainable formula is challenging, as many are "one-hit wonders" [11]

The Dow Jones Industrial Average (^DJI) was up 289.30 (0.61%) today, with Dow Futures (YM=F) also showing strength, up 253.00 (0.5327%). The positive market momentum in this shortened Black Friday trading session was largely driven by optimism surrounding potential Federal Reserve interest rate cuts in the near future, coupled with generally strong economic data. This sentiment propelled a broad-based rally across the major indices.Several key components and significant stocks posted notable gains. JPMorgan ...

Bin, give me a final trade, please. >> Yes, speaking of Liberation Day, the cyber security ETF bug, it's almost back down there. I think it's a good entry point if you don't have any cyber security exposure.>> Okay, we found out Malcolm that you've added to yours. What's your final trade. >> Yeah, I guess doubling down here.Crowd Strike reports next week. See my previous comments about Zcaler. Okay, Steph, >> Amazon positive catalyst next week at their reinvent conference >> and Joe T.Speaking of Amazon, ho ...

Bin, give me a final trade, please. >> Yes, speaking of Liberation Day, the cyber security ETF bug, it's almost back down there. I think it's a good entry point if you don't have any cyber security exposure.>> Okay, we found out Malcolm that you've added to yours. What's your final trade. >> Yeah, I guess doubling down here.Crowd Strike reports next week. See my previous comments about Zcaler. Okay, Steph, >> Amazon positive catalyst next week at their reinvent conference >> and Joe T.Speaking of Amazon, ho ...

Amazon shares outperforming the NASDAQ up about 1% while shoppers are focused on the company's e-commerce on Black Friday. Dear DBosa is looking at their AI strategy. Big week next week, DeW Cyber Monday, holiday shopping in general.Maybe a chance for Amazon to rewrite this AI narrative that has not gone its way. Echo and other home devices, they go on sale for this holiday season. And this time, they come with early access to Alexa Plus.That is the company's attempt to prove that it has a consumer AI assis ...

Amazon shares outperforming the NASDAQ up about 1% while shoppers are focused on the company's e-commerce on Black Friday. Dear DBosa is looking at their AI strategy. Big week next week, DeW Cyber Monday, holiday shopping in general.Maybe a chance for Amazon to rewrite this AI narrative that has not gone its way. Echo and other home devices, they go on sale for this holiday season. And this time, they come with early access to Alexa Plus.That is the company's attempt to prove that it has a consumer AI assis ...

The Dow Jones Industrial Average (^DJI) saw positive movement today, Friday, November 28, 2025, rising 315.72 points or 0.6657% to 47742.84. This upward trend occurred during a shortened Black Friday trading session, with markets closing early at 1 p.m. ET. The broader market narrative was largely driven by renewed optimism for a potential Federal Reserve interest rate cut in December, alongside generally stronger-than-expected economic data. This sentiment helped propel equities despite an overnight techni ...

Let's stick with Amazon and its AI strategy as the company gets set to kick off this AWF reinvent conference next week. Joining us now is Maxim Group senior consumer internet analyst Tom Forte. Tom, do you expect them to talk more about Agentic Commerce.Yeah. So I definitely think Aentic commerce and Agentic AI will be a key theme for reinvent next week in addition to the company focusing on which is something deer talked about and you talked about the tranium 3 chip uh their effort there which has double t ...

Let's stick with Amazon and its AI strategy as the company gets set to kick off this AWF reinvent conference next week. Joining us now is Maxim Group senior consumer internet analyst Tom Forte. Tom, do you expect them to talk more about Agentic Commerce.Yeah. So I definitely think Aentic commerce and Agentic AI will be a key theme for reinvent next week in addition to the company focusing on which is something deer talked about and you talked about the tranium 3 chip uh their effort there which has double t ...