Group 1 - Cold weather presents investment opportunities in companies whose revenues increase during winter months [1] - Retail stocks are currently out of favor, but the National Retail Federation projects a 3.7% to 4.2% increase in retail sales for November and December, surpassing $1 trillion [2] - Consumers plan to spend an average of $890 on gifts and seasonal items, indicating potential for increased retail performance despite current earnings season challenges [3] Group 2 - Deckers Outdoor Corp. (NYSE: DECK) has seen a 58.5% decline in stock price in 2025, facing significant tariff headwinds estimated at $150 million for fiscal year 2026 [4] - Despite year-over-year revenue and earnings growth, concerns exist regarding the sustainability of this growth due to potential consumer spending limits [5] - Analysts project a consensus price target of $118.11 for DECK stock, indicating a potential 40% gain, supported by expected earnings growth of over 12% [5][6] Group 3 - Other retail stocks like Canada Goose (NASDAQ: GOOS), along with Deckers, could benefit from winter demand, with analysts forecasting double-digit earnings growth for cold-weather apparel leaders [6] - Canada Goose has experienced a stock price increase of over 32% in 2025, recovering from a post-earnings sell-off [8]