The Holiday Shopping Stocks to Watch This December

The Holiday Retail Race Is On

As Christmas approaches, all eyes are on retail and this year, three names stand out technically: Walmart (WMT), Shopify (SHOP), and TJX Companies (TJX). Whether it’s festive deals, gift shopping, or last-minute orders, these companies are right in the middle of the holiday shopping action.

Let’s break down how each is gearing up and what investors should watch.

🛒 Walmart (WMT): Reinventing the In-Store Experience

Walmart isn't just relying on price this season. It's going tech-forward.

• AI Shopping with OpenAI: In a bold move, Walmart has partnered with OpenAI to build a more proactive and personalized shopping experience for its customers. The idea? AI assistants that can help customers find items and even suggest things they might need before they know it.

• Crypto-Ready: Walmart-backed One is planning to introduce crypto support for payments later this year. While still early-stage, this signals Walmart’s push into fintech and appeals to a younger, tech-savvy crowd.

• Resilient in Tough Times: Amid economic uncertainty, Walmart remains a defensive play. The company continues to grow its share in grocery and essentials, categories that consumers prioritize even when tightening their belt

📌 Takeaway: Walmart is showing that even giants can innovate and that’s a big reason it remains a core holding for many portfolios.

🧑‍💻 Shopify (SHOP): Powering Online Sellers Around the Globe

Shopify’s impact during the holiday season isn’t direct like Walmart but it’s everywhere behind the scenes.

• AI Tools with ChatGPT: Shopify is integrating OpenAI’s ChatGPT into its platform to make product discovery, checkout, and search seamless. This enhances the shopper's experience across thousands of Shopify-powered stores.

• Aggressive Growth: The company is signaling 20–30% revenue growth, driven by AI improvements and global expansion. Shopify has recently expanded more aggressively into Asia and Latin America

• Leadership Update: Jessica Hertz was named the new COO, bringing regulatory and operations experience. It is important as Shopify grows its international footprint and navigates e-commerce competition.

📌 Takeaway: Shopify is the silent engine behind millions of Christmas orders this year and its platform is only getting stronger.

🧥 TJX Companies (TJX): The Off-Price Powerhouse

While Walmart and Shopify embrace technology, TJX plays a different game, value.

• Strong Q2 Earnings: TJX beat expectations across the board and raised its full-year guidance for sales and earnings. The second quarter saw comp sales grow 4% and profit margins expand, despite headwinds.

• Winning with Affordability: In uncertain times, consumers flock to off-price retailers. TJX brands like T.J. Maxx, Marshalls, and HomeGoods offer branded items at lower prices, which are especially attractive during the gifting season.

• International Momentum: Growth isn’t just in the U.S. TJX saw strong performance in Canada and Europe too, showing that the value proposition resonates globally.

📌 Takeaway: TJX is benefiting from a timeless consumer mindset: getting more for less and that makes it a winner this Christmas.

Final Take

The holiday season isn’t just about shopping, it is also about spotting opportunity.

• Walmart is evolving how we shop in stores.

• Shopify is empowering the digital storefronts.

• TJX is winning hearts (and wallets) with affordability.

As Christmas draws near, these three companies are well-positioned to shine. For investors, keeping them on your radar or your watchlist might be the best gift you give yourself this season.

Hope you have found the above stocks useful 😃 

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Sources:
1. Walmart partners with OpenAI to create proactive shopping experience Available at: https://seekingalpha.com/news/4503924-walmart-partners-with-openai-to-create-proactive-shopping-experience 
2. Walmart-backed OnePay will offer crypto later this year – report. Available at: https://seekingalpha.com/news/4501744-walmart-backed-onepay-will-offer-crypto-later-this-year-report
3. Shopify names Jessica Hertz as new COO; chief revenue officer steps down. Available at: https://seekingalpha.com/news/4503275-shopify-names-jessica-hertz-as-new-coo-chief-revenue-officer-steps-down
4. Etsy, Shopify provide seamless search and check-out with OpenAI's ChatGPT. Available at:https://seekingalpha.com/news/4499929-etsy-shopify-provide-seamless-search-and-check-out-with-openais-chatgpt
5. Tjx raises full-year sales and EPS guidance to $59.3B-$59.6B and $4.52-$4.57 amid strong Q2 performance. Available at: https://seekingalpha.com/news/4487650-tjx-raises-full-year-sales-and-eps-guidance-to-59_3b-59_6b-and-4_52-4_57-amid-strong-q2

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