What Black Friday tells us about retail — the top companies are...

According to Adobe,

Online spending on Black Friday set a new shopping record of $9.12 billion, up 2.3% from Black Friday 2021.
On Thanksgiving alone, online spending reached £5.29 billion, up 2.9% from last year.
After the traditional “Black Friday” shopping holiday, people continue to shop online “Cyber Monday.”

Adobe Analytics estimates C expects consumers to spend $11.6 billion on Monday, up 8.4% year on year, a record high.

As online spending on Black Friday exceeded Adobe Analytics expectations, shopping center and retail analysts reported that the level of live shopping was very high on that day. After the pandemic abated, most of the spending went back to offline stores.

Compared with last year, the number of consumers on Thanksgiving Day is expected to reach 166.3 million, an increase of nearly 8 million over the previous year.
According to Sensormatic solutions,

Compared to last year, more people are shopping in physical stores this Black Friday. Shoppers rose 2.9% on Black Friday.
Analysts said the “significant increase over last year” in the number of people giving away gift cards and cash is probably because shoppers “can control the amount, so it's easy to control the budget.”

Which retail stocks are worth watching?
$Farfetch (FTCH.US)$ $Sea (SE.US)$ $PDD Holdings (PDD.US)$ $Dollar Tree (DLTR.US)$ $Macy's (M.US)$

$Shopify (SHOP.US)$ A record Black Friday was announced, with sales of $3.36 billion starting with Black Friday. This marks a 17% increase in sales on Black Friday 2021.

$Amazon (AMZN.US)$ The second Prime Day event was held in October of this year, and $Walmart (WMT.US)$ ， $Target (TGT.US)$ Others have hosted competitive savings events.

With Christmas right around the corner, people's spending spree is likely to continue until the end of the year.