ProShares Online Retail ETF

ONLN

Market cap $79.8M

November's Advance Retail Sales Report from the Census Bureau showed a pickup in consumer spending. Headline sales were up 0.6%, up from -0.1% pullback in October and above the projected 0.5% growth.

Use of generative AI chat services for holiday shopping rose nearly 700% from a year earlier.

Retail-focused ETFs could benefit as a record 158.9 million shoppers hit stores and online on Super Saturday, boosting late-season sales momentum.

October's Advance Retail Sales Report from the Census Bureau revealed a slowdown in consumer spending. Headline sales were flat, missing the projected 0.1% monthly growth.

Record holiday spending masks consumer strain, but strong retail earnings lift interest in ETFs XRT, RTH, IBUY and ONLN.

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.

Thanksgiving shopping is set to boost retail and tech ETFs. XRT, IBUY, ONLN, IPAY, BPAY and PSCD could be the biggest winners of the holiday spending boom.

The Census Bureau's Advance Retail Sales Report for September showed consumer spending was lower than expected, with headline sales rising 0.2% versus the expected 0.4% monthly growth. This is down from August's 0.6% growth and marks the fourth consecutive monthly increase in headline sales.

Cautious consumers, strong goods demand! ETFs to watch this holiday season: likely winners XLY, ONLN, BPAY, CHAT, likely laggards EATZ, AWAY.

Retail sales will increase at an annual pace of between 3.7% and 4.2% in the period ranging Nov. 1 through Dec. 31, the trade group projects.