Carvana

Shopify

Expedia

MercadoLibre

Booking Hlds

GoDaddy

eBay

Ritchie Bros. Auctioneers

Amazon

CoStar Group

Global X Funds - Global X E-commerce ETF

EBIZ tracks a market-cap-weighted index of global e-commerce companies, including online retailers, retail platforms, and supporting businesses.

Brinker International

Fidelity MSCI Consumer Discretionary ETF

Fidelity MSCI Consumer Staples ETF

First Trust Consumer Discretionary AlphaDEX Fund

First Trust Consumer Staples AlphaDEX Fund

Home Depot

Amplify Online Retail ETF

iShares Evolved U.S. Discretionary Spending ETF

First Trust S-Network E-Commerce ETF

iShares U.S. Consumer Services ETF

iShares U.S. Consumer Goods ETF

iShares Global Consumer Staples ETF

Proshares Online Retail 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

VanEck Vectors Retail ETF

iShares Global Consumer Discretionary ETF

Starbucks

Vanguard Consumer Discretionary ETF

Vanguard Consumer Staples ETF

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.

U.S. Retail Earnings Update - August 13, 2024

ProShares Long Online/Short Stores ETF

The U.S. retail sector is returning to normalcy, driven by robust online sales.

E-Commerce Boosts U.S. Retail Sales: ETFs to Tap

Amplify Transformational Data Sharing ETF

Global X Cloud Computing ETF

First Trust SkyBridge Crypto Industry and Digital Economy ETF

First Trust Dow Jones Internet Index Fund

MUSQ Global Music Industry ETF

First Trust Cloud Computing ETF

Global X Data Center REITs & Digital Infrastructure ETF

WisdomTree Cloud Computing Fund

ARK Web x.0 ETF

First Trust Indxx Metaverse ETF

Global X Blockchain ETF

Siren Nasdaq NexGen Economy ETF

Bitwise Web3 ETF

Themes Cloud Computing ETF

VanEck Vectors Digital Transformation ETF

Fidelity Cloud Computing ETF

Defiance Next Gen Connectivity ETF

Fidelity Covington Trust-Fidelity Metaverse Etf

iShares Blockchain And Tech ETF

iShares U.S. Digital Infrastructure and Real Estate ETF

Amplify Global Cloud Technology ETF

Roundhill Ball Metaverse ETF

O'Shares Global Internet Giants ETF

Invesco NASDAQ Internet ETF

Invesco Alerian Galaxy Crypto Economy ETF

Global X Internet of Things ETF

Pacer Funds Trust-Pacer Benchmark Data & Infrastructure Real Estate Sector ETF

Pacer Data And Digital Revolution ETF

Proshares Metaverse ETF

Global X Data Center & Digital Infrastructure ETF

In its latest report released last December, the Bureau of Economic Analysis (BEA) estimates that the digital economy now represents 10% of the total U.S. GDP, or $2.6 trillion.  The digital economy is also growing at an average annual growth rate of 7.1%.

Thematic ETF Plays on the Growing Digital Economy

Consumer Staples Select Sector SPDR Fund

Consumer Discretionary Select Sector SPDR Fund

SPDR S&P Retail ETF

Explaining consumer spending involves a lot of contradictions. Consumer spending is strong.

3 Retail Trends for 2024

First Trust S-Network Streaming and Gaming ETF

ProShares On-Demand ETF

Valkyrie Bitcoin Miners ETF

Communication Services Select Sector SPDR Fund

2023 was a year of surprises. These are five key sector themes illustrated in charts that dominated the ETF world this past year.

2023 in Charts: 5 ETF Sector Stories

Amplify Lithium & Battery Technology ETF

First Trust NASDAQ Global Auto Index Fund

Defiance Hotel Airline and Cruise ETF

Goldman Sachs Future Consumer Equity ETF

US Global Jets ETF

KraneShares Electric Vehicles & Future Mobility Index ETF

Kraneshares Global Luxury Index ETF

Tema Luxury ETF

Roundhill S&P Global Luxury Etf

Innovator Hedged TSLA ETF

United States Gasoline Fund LP

United States Oil Fund LP

Good morning, VettaFi Voices! Last Friday, the holiday shopping season kicked off in earnest (while I hunkered down in my house eating turkey sandwiches and waited for the initial frenzy to pass).

VettaFi Voices On: The 2023 Holiday Retail Season

Recent data point to a record shopping season for Shopify (SHOP), which saw Black Friday sales grow 22% y/y. Additional reports from Adobe Analytics show a strong $9.8 billion Black Friday season.

Staples Counting on Discounts for the Remainder of 2023

ARK Genomic Revolution Multi-Sector ETF

ARK Innovation ETF

Proshares Bitcoin & Ether Strategy Etf

ProShares Bitcoin Strategy ETF

Bitwise Bitcoin And Ether Equal Weight Strategy Etf

Dimensional US Core Equity 2 ETF

Global X Telemedicine & Digital Health ETF

Vaneck Ethereum Strategy Etf

Amplify Emerging Markets FinTech ETF

AB Disruptors ETF

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

The Goldman Sachs Future Tech Leaders Equity ETF

ROBO Global Healthcare Technology and Innovation ETF

iShares Genomics Immunology and Healthcare ETF

Pacer Benchmark Industrial Real Estate SCTR ETF

JPMorgan Equity Premium Income ETF

Global X Lithium & Battery Tech ETF

Global X PropTech ETF

Good Morning, VettaFi Voices! Disruptive innovation is a popular topic, and it encompasses everything from bitcoin and cryptocurrency to electric vehicles to artificial intelligence.

VettaFi Voices On: Accessing Disruptive Innovation

Alerian MLP ETF

Pacer US Cash Cows 100 ETF

WisdomTree U.S. Earnings 500 Fund

Amplify Cash Flow High Income Etf

iShares S&P 500 Value ETF

iShares Russell 1000 Growth ETF

SPDR S&P Bank ETF

Invesco KBW Bank ETF

Roundhill Magnificent Seven ETF

iShares MSCI USA Quality Factor ETF

Astoria US Quality Kings Etf

SPDR S&P 500 ETF Trust

SPDR Portfolio S&P 500 Growth ETF

Invesco Solar ETF

Robo Global Artificial Intelligence ETF

Vanguard Financials ETF

VictoryShares Free Cash Flow ETF

Vanguard Growth ETF

Energy Select Sector SPDR Fund

Good morning, VettaFi Voices! Third-quarter earnings announcements have almost come and gone, with yesterday being the last big burst of companies.

VettaFi Voices On: Third-Quarter Earnings Season

Amplify Travel Tech ETF

Emerging Markets Internet & Ecommerce ETF

Amplify Mobile Payments ETF

Pacer Industrials and Logistics ETF

The National Retail Foundation came out with its holiday sales projections for 2023 and expects retail to increase 3-4% over last year. But much of that growth comes from online retail and other nonstore sales.

Disruptive Tech Theme of the Week: Digital Commerce + Omnichannel

Global X Artificial Intelligence & Technology ETF

Amplify Cybersecurity ETF

SPDR S&P Kensho Smart Mobility ETF

iShares Self-Driving EV and Tech ETF

iShares PHLX Semiconductor ETF

While the technology sector more than likely offers the best chance for maximum upside, its underlying risks warrant a closer look at the best tech funds to buy. Don't get me wrong.

The 7 Best Tech Funds to Buy in August

Airbnb

ALPS Global Travel Beneficiaries ETF

Invesco DB US Dollar Index Bullish Fund

Three travel companies released their second-quarter results last week, each offering distinct perspectives on upbeat summer travel in the international arena.

ETFs to Play the Uptick in International Travel

ARK Fintech Innovation ETF

First Trust Dow Jones International Internet ETF

Shares of Shopify dropped more than 5% as investor concerns about long-term growth of the company overshadowed the company's outlook for the current quarter, per Bloomberg.

Time to Buy the Dip in Shopify Through ETFs?

Cathie Wood stock Shopify-heavy ETFs are good bets. The stock is expected to record 400% earnings jump in the third quarter and 700% earnings growth in the full-year 2023.

Here's Why Cathie Wood Bets Big on Shopify: ETFs to Play

Vaneck Digital Asset Mining ETF

iPath Series B Bloomberg Tin Subindex Total Return ETN

Roundhill Meme ETF

Wall Street was superbly upbeat in 2023. Cryptocurrency, internet, tin, online retail and meme stocks emerged as winning ETF areas in the month.

Best ETF Areas of January Up At Least 25%

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

Global X FinTech ETF

It's no secret that inflation has been putting a dent in consumers' bank accounts in 2022, but financial technology (fintech) companies are trying to ease the burden by finding ways to offer cost-effective financial transactions. One of them is the “buy now, pay later” method, allowing holiday shoppers to maximize their spending power.

Buy Now, Pay Later Method Could Boost This Fintech ETF

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 pandemic has certainly underscored the importance of having an e-commerce infrastructure in place that could function amid social distancing measures. Now, the benefits of e-commerce aren't waning — in fact, it still presents investors with a viable growth opportunity.

The Future Is Bright for EBIZ

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

Advisorshares Hotel ETF

Advisorshares Restaurant ETF

First Trust Nasdaq Food & Beverage ETF 

iShares Evolved U.S. Consumer Staples ETF

Invesco Dynamic Food & Beverage ETF

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

Direxion Daily Real Estate Bear 3x Shares

ALPS Active REIT ETF

ProShares UltraShort Real Estate

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides for a debate on controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

Bull vs. Bear: Is It The Right Time For REITs?

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?

Inflation fears have put a dent in the technology sector's gains for most of 2022, but a tech rebound could put these stocks back in favor again. For one tech giant, Amazon, this could bode well for e-commerce stocks or for general exposure, e-commerce exchange traded funds (ETFs).

Amazon Rebound Could Bode Well for 2 E-Commerce ETFs

News for Global X Funds - Global X E-commerce ETF ETF (EBIZ)