Holiday shoppers aren’t in a rush. What that means for retail stocks

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Shoppers are watching their spending. Investors would be wise to do the same, and pick stocks carefully in the retail sector. Here are some ideas.

If you're a retailer, and it's the holiday season, the thing you most want consumers to feel is a sense of urgency. This year, forget about it. Unlike last year, holiday shoppers don't need to fear empty shelves at the store. The supply chain bottlenecks have largely been resolved, and some retailers have too much inventory. Parents won't be fighting over a must-have holiday toy. There isn't one.

He cited a partnership the company struck with American Express , where Platinum cardholders can get a free membership to Walmart+, which includes home grocery delivery. "Walmart's not sleeping on its laurels," he said. Target's positioning is working against it, according to Kearney's Thomas. She explained that many shoppers perceive Target as a place where "you go in for two items and come out $150 later.

 

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