Wall St. Analyst Doug Anmuth at JPMorgan is out with another pricing report (we covered DB here). Doug came up with a holiday basket of ~40 items that had this category mix:
They then ran those items through Amazon (NASDAQ:AMZN), Walmart (NYSE:WMT), Bestbuy (NYSE:BBY) and B+N (NYSE:BKS) (Note: eBay (NASDAQ:EBAY) was not a part of this comparison). Their conclusion was that it's essentially a two horse race (Amazon and Wal-mart) and Amazon is the winning horse:
Holiday 2011 trends and calendar
Based on all the pricing surveys, it looks like Amazon is set for a great Holiday 2011. We'll be tracking that trend as well as 7 other trends starting on Thanksgiving over on our sister-site eBay Strategies. You can see the 7 trends and detailed calendar here.
Everyone have a great Thanksgiving, and stay tuned as we report on what we're seeing while you are eating Turkey and fighting for BlackFriday parking places.
Discloure: I am long Amazon and Google (NASDAQ:GOOG). eBay is an investor in ChannelAdvisor.