Curt Garner, Chipotle’s president and chief technology officer, helped boost the burrito chain’s online sales from just 5% to more than a third of total revenue.Read more: https://t.co/mIIGmBFJn4 https://t.co/o30hmz3X2T ...

Core Insights - Worksport Ltd. reported a 400% year-over-year increase in direct-to-consumer e-commerce sales, with single-day sales exceeding $200,000 and weekly sales reaching $665,000 [1] Company Performance - November 28, 2025, marked the highest single day of online sales in the history of Worksport Ltd. [1]

So, I'm at Visa's Cyber Fusion Center. This is in Virginia, just outside DC. It operates 24 hours a day, 7 days a week, 365 days a year to detect, protect, and monitor transactions all around the world.The network processes about 110,000 transactions a second, likely a multiple more on a day like here today, Cyber Monday. E-commerce shopping, of course, is likely to peak later in the day into the evening after work. That cadence has changed over the years.And on Black Friday, Visa says it blocked 200% more ...

Curt Garner, Chipotle’s president and chief technology officer, helped boost the burrito chain’s online sales from just 5% to more than a third of total revenue.Find out how: https://t.co/mIIGmBGhcC #ForbesCIO (Illustration By Oriana Fenwick For Forbes) https://t.co/8XEAeuZT5U ...

JUST IN: 🇺🇸 U.S. online Black Friday sales reach record $11.8 billion, up 9.1% from last year - Adobe Analytics. https://t.co/cIGrKOZ6BH ...

November Online Sales Up 7.5%, Showing Strong Start To Holiday Season https://t.co/Jc89Q5sZ3E ...

Curt Garner, Chipotle’s president and chief technology officer, helped boost the burrito chain’s online sales from just 5% to more than a third of total revenue.Find out how: https://t.co/mIIGmBGhcC #ForbesCIO (Illustration By Oriana Fenwick For Forbes) https://t.co/eEl9MTKINe ...

Curt Garner, Chipotle’s president and chief technology officer, helped boost the burrito chain’s online sales from just 5% to more than a third of total revenue.Find out how: https://t.co/mIIGmBGhcC #ForbesCIO (Illustration By Oriana Fenwick For Forbes) https://t.co/mcrOBCPXHQ ...

Summary of Key Points from the Conference Call Industry Overview - The conference call discusses the performance of various sectors in the Chinese consumer market, particularly focusing on e-commerce platforms like Tmall, Taobao, and JD. The overall growth across most sectors is described as muted, with specific categories showing significant declines in year-over-year (YoY) growth rates [1][12]. Category Performance - **Supplements/Infant Milk Formula/Dairy**: - Supplements grew by 9% YoY, Infant Milk Formula (IMF) by 2%, and Dairy by 1% [1][12]. - **Declining Categories**: - Beer saw a decline of 19%, Beauty products declined by 9%, Small kitchen appliances by 7%, Sportswear by 6%, and Sports shoes by 4% YoY [1][12]. - **Flat Performance**: - Pet foods and Women's clothing remained flat YoY [1][12]. Brand Performance - **Domestic vs. MNC Brands in Cosmetics**: - Multinational Corporations (MNCs) outperformed local brands in October, attributed to easier bases and favorable platform support. Estee Lauder and Kose led with 33% and 32% YoY growth, respectively [2][29]. - Local brands like Mao Geping and Botanee grew by 33% and 11% YoY, while Proya and Giant saw declines of 24% and 25% YoY [2][28][29]. Sportswear Insights - Niche MNC brands continued to outperform larger brands, with product cycles playing a significant role in performance disparities. For instance, Adidas showed solid momentum, while Nike did not perform as well [3]. - Weather-sensitive brands like Bosideng and Uniqlo experienced growth due to colder weather in Northern China [3]. Sales Recognition Practices - The growth rates for October may be distorted due to sales recognition practices related to pre-sales and returns during the Double-11 shopping festival. A combined analysis of October and November data is recommended for a clearer picture [7]. Notable Brand Performers - **Outperforming Brands**: Lululemon, Adidas, Roborock, Pop Mart, and Maogeping [8]. - **Underperforming Brands**: QuadHA, Nutrilon, Fancl, Carlsberg, and Comfy [8]. Additional Insights - The report highlights the importance of omni-channel strategies being executed by brands, indicating that online sales may not fully reflect overall performance due to offline sales channels [3]. - The performance of various categories is further detailed in the exhibits, showing YoY trends and market share changes for key brands in the infant milk formula and supplements sectors [19][20][22][25]. Conclusion - The overall consumer market in China is experiencing stagnant growth with significant variances across categories and brands. MNCs are generally outperforming local brands, particularly in cosmetics, while certain sectors like sportswear are seeing a bifurcation in performance based on brand strategies and external factors like weather.

Core Insights - Adobe Analytics predicts a 5.3% increase in online sales during the holiday season from November 1 to December 31, which is 3.4% lower than the previous year and below the 12.75% average from 2017 to 2024, influenced by a 32.1% increase during the pandemic in 2020 [1][2] Economic Context - Lower interest rates may support holiday sales by facilitating financing for big-ticket items, but systematic risks such as tariffs and high inflation could pose challenges [2] - Consumers are currently facing economic pressures, yet holiday sales may alleviate some macroeconomic stress [2][3] - Real personal consumption expenditures in the U.S. rose 1.6% on an annualized basis between the first and second quarters, with consumer spending expected to remain strong through the year before declining in 2026 [4] Investment Opportunities - If Adobe's forecasts hold true, traders may consider the Direxion Daily Retail Bull 3X ETF (RETL), which offers 3x exposure to the S&P Retail Select Industry Index [5] - For broader exposure to increased consumer spending, the Direxion Daily Consumer Discretionary Bull 3X ETF (WANT) provides 300% performance exposure to the Consumer Discretionary Select Sector Index, covering various industries including retail, media, and leisure [6]