Don't Overlook OGIG as a Holiday Shopping Investment Idea
Etftrends·2025-10-31 16:51

Core Insights - The holiday shopping season is starting earlier each year, which has investment implications for various sectors [1] Group 1: Investment Opportunities - Investors can leverage the holiday shopping theme through various means, including ETFs like the ALPS O'Shares Global Internet Giants ETF (OGIG), which has about 18.5% of its portfolio in consumer cyclical stocks [2] - OGIG's portfolio is primarily weighted towards technology and communication services stocks, providing a buffer against volatile consumer sentiment while also being a credible avenue for artificial intelligence investments [3] Group 2: Consumer Behavior - Younger consumers, particularly Gen Z (18%) and Millennials (17%), are more responsive to seasonal discounts, with a notable preference for shopping during major sales events like Black Friday and Cyber Monday [5] - In-store shopping remains dominant among older generations, while younger demographics favor online shopping, which could positively impact the long-term growth of OGIG holdings like Amazon and Shopify [5][6] Group 3: Spending Patterns - Price sensitivity is evident among younger shoppers, with 37% of Gen Z spending under $100 during the previous holiday season, and 19% of Millennials also spending less than $100 [7]