ZACKS·2025-11-26 15:12Core Insights - The U.S. holiday season is expected to see robust consumer spending, particularly from Thanksgiving Day through Cyber Monday, despite ongoing inflationary pressures [1][7] Retail Industry Overview - U.S. holiday season sales are projected to reach $253.4 billion, reflecting a 5.3% year-over-year increase [4] - The Cyber week, which includes Thanksgiving Day, Black Friday, and Cyber Monday, is anticipated to generate $43.7 billion, accounting for 17.2% of total holiday sales, marking a 6.3% increase from the previous year [5] - Thanksgiving Day sales are expected to hit $6.4 billion, while Cyber Monday is projected to generate $14.2 billion, up 6.3% year-over-year [6] Online Sales Growth - Online sales are expected to grow significantly, with mobile and online platforms projected to account for 56.1% of overall holiday season sales [6] Selected Retail Stocks - Amazon.com, Inc. (AMZN): Expected earnings growth rate of 29.7% for the current year, with a Zacks Rank 2 [9] - Expedia Group, Inc. (EXPE): Expected earnings growth rate of 24.6% for next year, currently holding a Zacks Rank 1 [11] - Boot Barn Holdings, Inc. (BOOT): Expected earnings growth rate of 20.5% for the current year, with a Zacks Rank 2 [12] - Tapestry (TPR): Expected earnings growth rate of 10.4% for the current year, currently holding a Zacks Rank 2 [14] Earnings Estimate Revisions - All selected stocks have seen positive earnings estimate revisions in the past 60 days, indicating strong potential for solid returns [3][10]