Who's keeping FedEx busy on Cyber Monday?

|About: FedEx Corporation (FDX)|By:, SA News Editor

FedEx (FDX) expects Cyber Monday shipments to increase 11% Y/Y as online orders boost shipments to over 22M for the day. The news helps temper some of the worries on e-commerce coming out of eBay (EBAY).

The double-digit pace of online orders easily beats estimates for Black Friday store sales and sets up well for Amazon (AMZN).

Other retailers with strong online businesses could pick up sales if online continues to grab steal market share away from mall traffic.

On watch: Urban Outfitters (URBN), Zale (ZLC), Under Armour (UA), Vera Bradley (VRA), and Dick's Sporting Goods (DKS).