Amazon

eBay

Carvana

Revolve

Chewy

Gigacloud Tech

Etsy

Coupang

Buckle

Beyond Inc

Proshares Online Retail ETF

ONLN tracks a global, modified market-cap weighted index of stocks issued by companies classified as online retailers.

Global X Funds - Global X E-commerce ETF

First Trust Dow Jones Internet Index Fund

Amplify Online Retail ETF

Invesco NASDAQ Internet ETF

Online holiday sales hit a record high buoyed by heavy discounts, which persuaded shoppers to spend on everything from toys to electronics amid the rising inflation environment.

Online Holiday Sales Hit Record High: 5 ETFs to Tap

First Trust S-Network E-Commerce ETF

SPDR S&P Retail ETF

Online retail ETFs have gained price momentum at the start of 2023.

Online Retail ETFs Gaining Momentum: Time to Buy?

VanEck Vectors Retail ETF

The 2022 holiday shopping season has been solid for retailers as consumers have taken advantage of heavily discounted merchandise amid an overall slowdown in the retail sector over the past few months.

Retail ETFs to Tap on Robust Holiday Sales

The National Retail Federation expects holiday sales to grow 6-8% in November and December to $942.6-$960.4 billion.

5 ETFs to Bet On for This Holiday Season

The topic around the VettaFi water cooler today is retail sentiment. With Cyber Monday taking in a record $11.3 billion (a 5.8% increase over last year), it appears that consumers did not get the memo about an imminent recession.

VettaFi Voices On: Retail Sentiment

Cyber Monday has become the heaviest online spending day ever. This is especially true as shoppers spent a record $11.3 billion in online shopping, up 5.8% year over year, according to Adobe.

5 ETFs to Splurge on Cyber Monday Record Sales

Fidelity MSCI Information Technology Index ETF

Vanguard Consumer Discretionary ETF

Vanguard Information Technology ETF

Technology Select Sector SPDR Fund

Consumer Discretionary Select Sector SPDR Fund

Billionaire investor George Soros recently bought Alphabet shares recently, Amazon shares are also in his kitty.

Should You Go Bottom Fishing Big Tech ETFs Following Soros?

Amplify Travel Tech ETF

Advisorshares Hotel ETF

Defiance Hotel Airline and Cruise ETF

Advisorshares Restaurant ETF

Fidelity MSCI Consumer Discretionary ETF

Fidelity MSCI Consumer Staples ETF

First Trust Nasdaq Food & Beverage ETF 

First Trust Consumer Discretionary AlphaDEX Fund

First Trust Consumer Staples AlphaDEX Fund

iShares Evolved U.S. Consumer Staples ETF

iShares Evolved U.S. Discretionary Spending ETF

iShares U.S. Consumer Services ETF

iShares U.S. Consumer Goods ETF

iShares Global Consumer Staples ETF

Invesco Dynamic Food & Beverage ETF

Invesco DWA Consumer Cyclicals Momentum ETF

Invesco S&P SmallCap Consumer Staples ETF

 Invesco S&P SmallCap Consumer Discretionary ETF

Invesco DWA Consumer Staples Momentum ETF

Invesco S&P 500 Equal Weight Consumer Discretionary ETF

Invesco S&P 500 Equal Weight Consumer Staples ETF

iShares Global Consumer Discretionary ETF

Vanguard Consumer Staples ETF

Consumer Staples Select Sector SPDR Fund

40% of the online merchandise for U.S. retailers is on sale as we enter Black Friday week of 2022. The average percent discount in November is 36.3%; this has come down from the YTD levels of 37.6% and is significantly below the pre-pandemic levels.

U.S. Retailers Ramp Up Black Friday Deals

The overall Q3 earnings picture for the retail sector has improved somewhat from the prior quarter.

ETFs in Focus Post Better Q3 Retail Earnings

WisdomTree US Quality Dividend Growth Fund

Amplify CWP Dividend & Option Income ETF

JPMorgan Equity Premium Income ETF

Schwab US Dividend Equity ETF

Vanguard Dividend Appreciation ETF

Vanguard High Dividend Yield ETF

VettaFi head of research Todd Rosenbluth appeared on ETF Edge along with Amplify's Brian Giere to discuss dividends and retail in both the online and brick-and-mortar space.

Todd Rosenbluth Talks Dividends and Retail on ETF Edge

ALPS Global Travel Beneficiaries ETF

Heading into the Thanksgiving week, history shows that the holiday-shortened week is a bullish feast for stock investors, even with low volumes.

5 ETFs to Shower Solid Gains This Thanksgiving Week

Invesco BLDRS Emerging Markets 50 ADR Index Fund

Alibaba

First Trust Dow Jones International Internet ETF

Invesco Golden Dragon China ETF

Alibaba Group (BABA) beat the Zacks Consensus Estimate for earnings but lagged on revenues.

Alibaba Fiscal Q2 Earnings Puts These ETFs in Focus

John Hancock Multifactor Consumer Discretionary ETF

John Hancock Multifactor Consumer Staples ETF

The mismatch between supply and demand within the retail space has reversed in advance of this year's holiday shopping season. Higher prices that retailers have successfully implemented since the pandemic are not going to reverse entirely.

Retail Outlook: Who Will Be In The Driver's Seat This Holiday Season?

The retail sector has been punished in 2022. This is driven by stubborn inflation and consumer anxiety. ONLN is no exception to this. It has vastly underperformed the market year-to-date and since my last review.

ONLN: No Retail, No Cry

Total earnings from 93.9% of the sector's total market capitalization reported so far are down 21.4% on 7.9% higher revenues, with 72% beating EPS estimates and 44% beating revenue estimates.

Retailers Q2 Earnings Disappoint: ETFs in Focus

Dillard's

Kroger

Ruth's Hospitality Group

Wish

Retail sales in the United States unexpectedly stalled in July of 2022, missing market expectations of a 0.1% increase.

ETFs & Stocks to Win Despite a Stagnant July Retail Sales

SPDR S&P China ETF

Alibaba recorded flat revenue growth for the first time ever as the country grappled with an economic slowdown and COVID-19 resurgences.

ETFs in Focus on Alibaba Fiscal Q1 2023 Earnings

Amazon (AMZN) reported its second-quarter results, with the second consecutive quarterly loss. However, the e-commerce giant beat on revenues and offered an upbeat outlook.

Amazon Posts Q2 Losses, Shares Spikes: ETFs in Focus

MicroSectors FANG+ ETN

Investment firm Bernstein upgraded Alibaba (BABA) shares recently and believes that they can rally more than 20% from here.

Should You Buy Alibaba-Heavy ETFs Right Now?

First Trust NASDAQ Global Auto Index Fund

Retail sales in the United States jumped 1% sequentially in June of 2022, beating forecasts of a 0.8% gain.

ETFs & Stocks to Win on Uptick in June Retail Sales

Invesco QQQ

SPDR S&P 500 ETF Trust

Recession fears eased following the release of Census Bureau data from June.

Retail ETFs Advance After Sales Data

O'Shares Global Internet Giants ETF

Inflation for goods sold online eased in June as online price rose modestly 0.3% year over year in June.

Online Inflation Eases in June: ETFs in Focus

ONLN is a very top-heavy online retail ETF. It is dominated by Amazon and Alibaba Group, two stocks that have struggled over the past year. Buying here does look like an interesting value opportunity, given the underperformance of ProShares Online Retail ETF compared to the S&P 500. However, plenty of macro-headwinds remain.

ONLN: Outlook Isn't Great For Retail Right Now

ARK Innovation ETF

ARK Web x.0 ETF

Global X Education ETF

Janus Henderson Small/Mid Cap Growth Alpha ETF

Wall Street rebounded strongly following the Federal Reserve's latest monetary policy decision that has rekindled investors??? interest in the stock market.

5 ETFs Up Most on Fed's 75 bps Rate Hike

Alibaba stock is up 15% past month. Should you ride the momentum with ETFs?

News for Proshares Online Retail ETF ETF (ONLN)