Black Friday is sparking a shopping frenzy! How should investors position themselves in the US stock market? These companies are expected to become 'big winners'.

For the US stock market, the market is ready to welcome the arrival of the Thanksgiving holiday.

On Thursday, November 28th, the US stock market will be closed for Thanksgiving, and on Friday, it will only be open for half a day, with NYSE closing at 1 p.m. Eastern Time.

Thanksgiving is not only synonymous with low trading volume, but also has the 'holiday effect'.

According to the historical trend of the S&P 500 index over the past 70 years, investment research institution Bespoke Investment Group's analysis shows:

Since 1945, Thanksgiving week has seen an average increase of 60 points, with the best returns occurring the day before Thanksgiving (Wednesday). In addition, the market trend on Friday is also decent.

It is worth noting that,「Black Friday"- The annual shopping extravaganza in the USA is also approaching."

This year, the sales of 'Black Friday' may hit a historical record high.

According to a survey released by Morgan Stanley this month, around 35% of the approximately 2000 consumers surveyed expressed more optimism about holiday shopping prospects than in the past two years, with some expecting to increase their holiday shopping season spending compared to the same period last year.

According to the latest consumer survey from the National Retail Federation, the average consumer spending on gifts, food, decorations, and other seasonal items during the winter holiday season is expected to reach a record $902 per person. This figure is about $25 higher than the per capita figure last year and $16 higher than the record set in 2019.

This year, online shopping remains the top destination, with 57% of consumers planning to shop online. This is followed by department stores (46%), grocery stores and supermarkets (46%), and discount stores (45%).

Which companies are expected to benefit?

From the market data perspective, $SPDR S&P Retail ETF (XRT.US)$ Recently reached a new high in nearly three years. Truist data shows that over the past decade, the retail industry's performance during "Black Friday" has usually outperformed the S&P 500 index.

Futu compiled some concept stocks that are expected to benefit from "Black Friday":

Including, American internet retail stocks $Amazon (AMZN.US)$ 、 $MercadoLibre (MELI.US)$ 、 $Coupang (CPNG.US)$ 、 $eBay (EBAY.US)$ 、 $Chewy (CHWY.US)$ ；

Apparel retail stocks $TJX Companies (TJX.US)$ 、 $Ross Stores (ROST.US)$ 、 $Lululemon Athletica (LULU.US)$ 、 $Burlington Stores (BURL.US)$ 、 $Gap Inc (GAP.US)$ ；

Department stores $Dillard's (DDS.US)$ 、 $Macy's (M.US)$ 、 $Nordstrom(Delisted) (JWN.US)$ 、 $Kohl's Corp (KSS.US)$ ；

Retailers $Walmart (WMT.US)$ 、 $Costco (COST.US)$ 、 $Target (TGT.US)$ 、 $Dollar General (DG.US)$ 、 $Dollar Tree (DLTR.US)$ ；

Payment & Credit Services Stocks $Visa (V.US)$ 、 $MasterCard (MA.US)$ 、 $American Express (AXP.US)$ 、 $PayPal (PYPL.US)$ 、 $Capital One Financial (COF.US)$ ；

Logistics stocks $United Parcel Service (UPS.US)$ 、 $FedEx (FDX.US)$ 、 $JB Hunt Transport Services (JBHT.US)$ 、 $Expeditors International (EXPD.US)$ 、 $C.H. Robinson Worldwide (CHRW.US)$

Truist analysts predict that Amazon is one of the most likely e-commerce merchants to gain market share growth during this year's holiday season, estimating that Amazon's Q4 North American sales will increase by 8.7% year-on-year, exceeding industry expectations, while Wall Street forecasts a year-on-year growth of 8.5%.

As the holiday season approaches, the bank believes that, during the crucial "Black Friday Cyber Monday" period (from Thanksgiving to Cyber Monday), the company is in a favorable position. In a highly promotional environment, the product selection expands, delivery speeds increase, and pricing becomes competitive, factors that will drive growth for the company.

JK Investment analysts, meanwhile, state that $Costco (COST.US)$ 、 $Burlington Stores (BURL.US)$ And $Chewy (CHWY.US)$ is poised to be a winner on "Black Friday."

Furthermore, there are data indicating that $PDD Holdings (PDD.US)$ Subsidiary Temu invested a large amount of funds in online marketing during the Western traditional shopping season "Black Friday", intensifying market competition. In November, Temu's sales increased by 18%, while Amazon's sales remained flat.

In addition to related concept stocks, there are many consumer stock ETFs worth mooers' attention in the US stock market, including: $Ishares U.S. Consumer Services Etf (IYC.US)$ 、 $Consumer Discretionary Select Sector SPDR Fund (XLY.US)$ 、 $SPDR S&P Retail ETF (XRT.US)$ 、 $Consumer Staples Select Sector SPDR Fund (XLP.US)$ 、 $Ishares U.S. Consumer Goods Etf (IYK.US)$ 、 $Invesco Food & Beverage ETF (PBJ.US)$ etc.

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