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American consumers are rerouting their spending rather than pulling back. With University of Michigan sentiment at 48.2, the savings rate down to 3.6% from 5.1% in early 2025, and energy prices up 14.4% year-over-year, households are making rational adjustments: buying private label at Costco, hunting TJX racks for branded apparel, fixing the old Hyundai instead of financing a new one, and listing the kids' outgrown clothes on eBay.
Global X E-Commerce ETF (NASDAQ: EBIZ - Get Free Report) was the recipient of a large increase in short interest in February. As of February 13th, there was short interest totaling 13,112 shares, an increase of 29.5% from the January 29th total of 10,123 shares. Based on an average daily volume of 12,725 shares, the days-to-cover
China-based JD.com operates a supply chain-driven e-commerce platform, serving both retail consumers and enterprise clients.
Retail-focused ETFs could benefit as a record 158.9 million shoppers hit stores and online on Super Saturday, boosting late-season sales momentum.
SHOP and other e-commerce giants get a boost as Black Friday online spending hits a record $11.8B, lifting ETFs tied to digital retail demand.
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.
With U.S. holiday sales set to surpass $1 trillion, ETFs like RTH, EBIZ, and VDC could shine as retail spending surges.
Following on last week's top 10 list, this week's blog focuses on ETFs related to the stocks in the list. For this week, we then screened for ETFs that contained each stock that were also rated 5 (Strong Buy), focusing on the ETF that held the stock in the greatest percentage, then traveling down the lists of ETFs that held it until we found one rated 5. This resulted in a list of Strong Buy 5 rated ETFs that held at least one Strong Buy 5 rated stock as a major holding.