These 4 Retail Stocks Could See Big Moves This Holiday Season

Industry Overview - The holiday shopping season is crucial for retailers, with economic factors like persistent inflation and trade policies impacting revenues [1] - Deloitte projects U.S. holiday retail sales to increase by 2.9% to 3.4%, totaling approximately $1.61 trillion to $1.62 trillion, indicating a slower growth rate compared to the previous year's 4.2% [2][9] - E-commerce is expected to grow significantly, with a forecasted increase of 7% to 9%, leading to total online sales between $305 billion and $310.7 billion [4][9] Company Insights - SharkNinja, Inc. (SN): Anticipated to benefit from consumer demand for value-driven deals, with a growth model focused on product innovation and a diversified supply chain. The Zacks Consensus Estimate suggests sales and EPS growth of 14.4% and 15.6%, respectively [3][10][11] - Genesco Inc. (GCO): Experiencing strong momentum at Journeys, with a refreshed product mix and brand storytelling. The Zacks Consensus Estimate indicates sales and EPS growth of 3% and 67%, respectively [12][13] - Casey's General Stores, Inc. (CASY): Leveraging scale and digital engagement to enhance its position in convenience retail, with a Zacks Consensus Estimate forecasting sales and EPS growth of 10.7% and 8.7%, respectively [14][15] - Sprouts Farmers Market, Inc. (SFM): Focused on organic products and customer engagement through loyalty programs, with a Zacks Consensus Estimate suggesting sales and EPS growth of 15.7% and 40.8%, respectively [16][17]