Global X E-commerce ETF

EBIZ

Market cap $25.8M

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.

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.

With the completion of a close presidential election, roughly half of us are likely disappointed regardless of the winner. To counter the post-election blues, I identified some “happy” ETF themes to consider for investment.

The integration of LLMs into digital wallets like Shop Pay, Cash App, and Apple Pay could create “purchasing agents” that transform e-commerce. According to our research, by 2030, AI Agents could drive nearly $9 trillion in global online spending.

When the Halloween decorations go away, holiday shopping begins. Each year consumers continue to surprise us with enthusiastic spending despite inflationary pressure.

To date, 145 of the 199 companies in our Retail/Restaurant Index have reported their EPS results for Q2 2024, representing 73% of the index. The blended revenue growth estimate for the 199 companies in this index is 3.5% for Q2 2024. Home Depot reported better-than-expected Q2 earnings and revenue.