Cyber Monday preview: Winners and losers from the e-commerce binge

|By:, SA News Editor

E-commerce sales this holiday season will rise 14% to 17% this year to top the marks of the last three years, forecasts Jefferies. Cyber Monday sales are tapped to see +20% Y/Y sales growth.

The ongoing channel shift away from brick-and-mortar becomes even more pronounced when auto, restaurants, and gas are backed out of retail sales tallies. Apparel sellers are forecast to be the hardest hit, although on-trend names such as Under Armour (UA), Macy's (M), Gap (GPS), and Lululemon (LULU) should outperform.

The strong Cyber Monday rush could hurt foot-traffic reliant chains such as TJX Companies (TJX), J.C. Penney (JCP), Barnes & Noble (BKS), Ultra Salon (ULTA), and DSW (DSW) - according to some trends dug up by Placed.com.

The positive read on e-commerce sales bodes well for Amazon (AMZN), Retailmenot (SALE), eBay (EBAY), Overstock. com (OSTK), and Blue Nile (NILE) - although high expectations are already likely factored into share price.

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