E-commerce bets outside of Amazon

Oct. 15, 2016 11:43 AM ETEtsy, Inc. (ETSY)WMT, EBAY, STMP, AMZN, NILE-OLD, FLWS, IBUY, FDX, UPS, CPRT, NTRI, XRT, SALE, JTKWY, ETSYBy: Clark Schultz, SA News Editor15 Comments
  • 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.
  • Previously: Winners and losers from the retail sales report (Oct. 14)

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