Strong Start to Holiday Season Amid Strains Spotlight These Retail ETFs

Record holiday spending masks consumer strain, but strong retail earnings lift interest in ETFs XRT, RTH, IBUY and ONLN.

Zacks Investment Research • Dec 4, 2025

Go on a Shopping Spree With 3 Top Retail ETFs

Heading into the holiday season, it's not clear how broad economic and consumer concerns will impact spending. However, if Black Friday 2025 is any indication, online retailers are likely to do well.

MarketBeat • Dec 1, 2025

ETFs Likely to Benefit from Thanksgiving Weekend Sales

Thanksgiving shopping is set to boost retail and tech ETFs. XRT, IBUY, ONLN, IPAY, BPAY and PSCD could be the biggest winners of the holiday spending boom.

Zacks Investment Research • Nov 28, 2025

Retail Sales Up 0.2% in September, Lower Than Expected

The Census Bureau's Advance Retail Sales Report for September showed consumer spending was lower than expected, with headline sales rising 0.2% versus the expected 0.4% monthly growth. This is down from August's 0.6% growth and marks the fourth consecutive monthly increase in headline sales.

ETF Trends • Nov 25, 2025

Consumers Cautious in Holiday Season: ETFs to Win/Lose

Cautious consumers, strong goods demand! ETFs to watch this holiday season: likely winners XLY, ONLN, BPAY, CHAT, likely laggards EATZ, AWAY.

Zacks Investment Research • Nov 12, 2025

US holiday sales set to top $1 trillion for the first time, NRF forecasts

U.S. holiday sales are expected to surpass $1 trillion for the first time, the National Retail Federation forecast on Thursday.

Reuters • Nov 6, 2025

Holiday Sales Will Exceed $1 Trillion for the First Time, NRF Predicts

Retail sales will increase at an annual pace of between 3.7% and 4.2% in the period ranging Nov. 1 through Dec. 31, the trade group projects.

Barrons • Nov 6, 2025

Amazon stock hits record, lights up ETFs

Amazon's cloud business knocked it out of the park and CEO Andy Jassy hinted that the unit is gaining momentum heading into the next few months giving him 'significant confidence' he said.

Fox Business • Oct 31, 2025

Retail Sales Gain Steam in August: 4 ETF Areas to Win

August retail sales rose 0.6% month over month, beating forecasts, with ONLN, XRT, XLY, RTH, and EATZ among ETFs likely to gain.

Zacks Investment Research • Sep 17, 2025

Retail Sales Up 0.6% in August, Higher Than Expected

The Census Bureau's Advance Retail Sales Report for August showed consumer spending was higher than expected, with headline sales rising 0.6% versus the expected 0.2% monthly growth. This is unchanged from July's upwardly revised 0.6% growth and marks the third consecutive monthly increase in headline sales.

ETF Trends • Sep 16, 2025