E-commerce sales during the holiday season are forecast to increase 17.2% this year to $94.71B, which represents a record 10.2% of all retail sales for the period.
The +17% growth also represents the fastest pace for holiday e-commerce sales since 2011.
Impressively, Amazon is expected to grow its holiday e-commerce market share above the 25% it took down last year.
Outside of Amazon, investors can bet on online retail broadly through the Amplify Online Retail ETF (NASDAQ:IBUY). IBUY aims to match the price and yield performance of the EQM Online Retail Index.
The IBUY is up 8% since launching in April, compared to a 5% drop for the S&P Retail ETF (NYSEARCA:XRT).
The top ten holdings of the Amplify Online Retail ETF are Etsy (NASDAQ:ETSY), Grubhub (NYSE:GRUB), Blue Nile (NASDAQ:NILE), eBAY (NASDAQ:EBAY), RetailMeNot (NASDAQ:SALE), Copart (NASDAQ:CPRT), 1-800-Flowers.com (NASDAQ:FLWS), Amazon (NASDAQ:AMZN), Stamps.com (NASDAQ:STMP), and NutriSystem (NASDAQ:NTRI).
This year's e-commerce boom will also be a net positive for shippers FedEx (NYSE:FDX) and UPS (NYSE:UPS), despite the increasing logistical challenges amid a higher mix of large packages. There's also Wal-Mart (NYSE:WMT) to consider after the company made a dramatic commitment to invest more in e-commerce during an investor meeting a few weeks ago.
The CFA Society of Minnesota hosts an under-the-radar conference today and tomorrow with a powerful roster of presenting companies.
The event was moved to later in the month this year in a development which pushes many of the companies past the quiet period imposed around their earnings releases.
Notable names in attendance will include Target (NYSE:TGT), Delta Air Lines (NYSE:DAL), Stamps.com (NASDAQ:STMP), General Mills (NYSE:GIS), Piper Jaffray (NYSE:PJC), Spectrum Brands (NYSE:SPB), 3M (NYSE:MMM), and AstraZeneca (NYSE:AZN).