- Retail stocks to watch for some Cyber Monday volatility include Under Armour (NYSE:UA), Deckers Outdoor (NASDAQ:DECK), Steven Madden (NASDAQ:SHOO), GoPro (NASDAQ:GPRO), Michael Kors (KORS), and Ralph Lauren (NYSE:RL).
- While some reports on low traffic at malls are a factor, a bigger consideration are the channel checks conducted by several firms showing some intense pricing competition in key apparel categories. Analysts also note the higher mix of toy purchases online - particularly those tied to the new Star Wars film - is a consideration for Hasbro (NASDAQ:HAS), Mattel (NASDAQ:MAT), and Target (NYSE:TGT).
- On the e-commerce front, Amazon (NASDAQ:AMZN) appears to have been firing on all cylinders ahead of Cyber Monday. Same-store sales are estimated to have been up 29% on Thanksgiving, 21% on Black Friday, and 21% on Cyber Saturday. EBay (NASDAQ:EBAY) outpaced broad retail, but registered more modest gains of 7.0%, 1.5%, and 3.6% for the three key shopping days.