Holiday Showdown: Black Friday Reigns Over Christmas As Top Brands Steal the Shopping Spotlight
Portfolio Pulse from Lekha Gupta
Telsey Advisory Group analyst Dana Telsey's study based on Google Trends insights revealed that Black Friday attracted more consumer interest for most brands compared to Christmas. Larger and more established brands like Amazon, Walmart, Nike, UGG, and Kohl's were the winners. Lululemon stood out in specialty apparel, while Ulta Beauty and Sephora saw increased interest in the beauty segment. Coach was preferred over Michael Kors and Kate Spade in luxury, and LVMH excelled among premium European luxury brands. Kohl's led department stores and off-price retailers, with The North Face, Ralph Lauren, and Levi Strauss being popular in apparel. Amazon and Best Buy were top in their segments, and Williams-Sonoma in furniture. Interest in off-price and athletic brands increased around Christmas.
January 02, 2024 | 6:54 pm
News sentiment analysis
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POSITIVE IMPACT
Amazon was highlighted as a winner in the Black Friday shopping period, indicating strong consumer interest and potential revenue impact.
Amazon's strong performance during Black Friday, a key shopping period, suggests increased sales and positive investor sentiment, likely benefiting short-term stock performance.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
Best Buy's lead in the Hardliners segment during Black Friday indicates potential for increased sales and a positive stock impact.
Best Buy's strong performance during Black Friday, a crucial sales period, may result in higher sales and could have a favorable impact on its stock price in the short term.
CONFIDENCE 75
IMPORTANCE 65
RELEVANCE 75
POSITIVE IMPACT
Kohl's outpaced other department stores and off-price retailers, suggesting a positive revenue and stock price impact in the short term.
Kohl's leading performance indicates strong consumer interest, which is likely to translate into higher sales and could boost its stock price in the short term.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
Levi Strauss's notable interest during the holiday shopping period could translate into higher sales and a positive stock impact.
Levi Strauss's visibility during the holiday season suggests a potential increase in sales, which could positively affect its stock price in the short term.
CONFIDENCE 70
IMPORTANCE 55
RELEVANCE 65
POSITIVE IMPACT
Lululemon's attention from U.S. shoppers, especially towards the end of the holiday period, may positively influence its short-term stock price.
Lululemon's increased consumer interest, particularly towards the holiday's end, suggests potential for higher sales and a beneficial impact on its stock price in the short term.
CONFIDENCE 75
IMPORTANCE 65
RELEVANCE 75
POSITIVE IMPACT
LVMH's popularity among U.S. consumers during the holiday season may positively affect its short-term stock performance.
LVMH's strong showing in the U.S. luxury market during the holidays suggests increased sales, which could positively influence its stock price in the short term.
CONFIDENCE 70
IMPORTANCE 55
RELEVANCE 65
POSITIVE IMPACT
Nike's strong Black Friday performance indicates potential for increased sales and a positive short-term stock impact.
Nike's popularity during a major shopping event like Black Friday can lead to higher sales, which may result in a favorable short-term impact on its stock price.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Ralph Lauren's popularity in apparel during the holiday season suggests a potential positive impact on its short-term stock price.
Ralph Lauren's strong performance in the apparel segment during the holidays may lead to increased sales, potentially benefiting its stock price in the short term.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 70
POSITIVE IMPACT
Ulta Beauty's escalated interest on Black Friday and around Christmas may lead to increased sales and a positive stock impact.
The heightened interest in Ulta Beauty during key shopping dates could result in higher sales, potentially leading to a positive effect on its stock price in the short term.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 70
POSITIVE IMPACT
Walmart's significant consumer interest during Black Friday suggests a positive impact on its short-term revenue and stock price.
As a major retailer, Walmart's prominence during Black Friday likely translates to higher sales, which could positively influence its stock price in the short term.
CONFIDENCE 80
IMPORTANCE 75
RELEVANCE 85
POSITIVE IMPACT
Williams-Sonoma's popularity in the U.S. furniture business may lead to increased sales and a positive impact on its stock price.
Williams-Sonoma's strong consumer interest during the holidays suggests potential for increased sales, which could positively influence its stock price in the short term.
CONFIDENCE 70
IMPORTANCE 55
RELEVANCE 65