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Zacks Investment Ideas feature highlights: Amazon and Shopify
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For Immediate Release
Chicago, IL – December 3, 2025– Today, Zacks Investment Ideas feature highlights Amazon (AMZN - Free Report) and Shopify (SHOP - Free Report) .
Busy Holiday Shopping Season: 2 Companies Poised to Benefit
It was a roaring Black Friday according to Adobe Analytics, which reported that consumers spent roughly $11.8 billion, setting a new record and easily beating last year's figure of $10.8 billion.
There are several ways to interpret the spending data, such as continued consumer strength and strong overall demand for the upcoming holiday season, both of which bode very favorably for the economy.
Amazon and Shopify are among those that benefit significantly from the shopping-filled period. Let's take a closer look at each.
Attention Shifts from AWS
It's easy to understand why AMZN is consistently a big beneficiary of the holiday shopping season thanks to its e-commerce operations, with millions placing orders throughout the period. In fact, Amazon enjoyed its strongest-ever holiday season last year, with the recent data concerning consumer spending providing a solid read-through of what to expect this period.
Shares have largely been disappointing in 2025 compared to the rest of the Mag 7 members, up 7% and widely underperforming relative to the S&P 500's 19% gain. Still, strong quarterly results have led analysts to revise their EPS expectations across the board, with the stock now sporting a favorable Zacks Rank #2 (Buy). The company is expected to see 30% adjusted EPS growth in its current fiscal year on 12% higher sales.
Shopify Reports Record-Breaking Sales Figures
Merchants use Shopify's comprehensive, multi-channel commerce platform to run business across various sales channels, including web and mobile storefronts, physical retail locations, social media storefronts, and marketplaces. Like AMZN, the recent spending data certainly bodes well for Shopify given its big exposure to the consumer.
And this was confirmed by the company in a recent news release. Here are a few of the highlights from the Black Friday and Cyber Monday (BFCM) weekend –
$14.6 billion in global sales from merchants, a 27% increase in sales from 2024
81+ million consumers worldwide bought from Shopify-powered brands
15,800+ entrepreneurs made their first sale on Shopify
More than 94.9k merchants had their highest-selling day ever on Shopify
The company has overall been an incredible growth story in its short history, also reflecting one of the lone pandemic-era stocks that truly survived and thrived. Below is a chart illustrating its sales on a quarterly basis.
Bottom Line
Recent spending data surrounding the Black Friday and Cyber Monday shopping periods have alluded to a healthy consumer, undoubtedly boding well for not only specific stocks but the broader economy as well.
And concerning two mega-winners from the period, Shopify and Amazon reflect precisely that. The story surrounding Amazon has, for some time now, centered on AWS, but its e-commerce operations obviously can't be overlooked. Shopify has been an incredible story that began during the pandemic era, with its success only continuing.
Free: Instant Access to Zacks' Market-Crushing Strategies
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.
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Zacks Investment Ideas feature highlights: Amazon and Shopify
For Immediate Release
Chicago, IL – December 3, 2025– Today, Zacks Investment Ideas feature highlights Amazon (AMZN - Free Report) and Shopify (SHOP - Free Report) .
Busy Holiday Shopping Season: 2 Companies Poised to Benefit
It was a roaring Black Friday according to Adobe Analytics, which reported that consumers spent roughly $11.8 billion, setting a new record and easily beating last year's figure of $10.8 billion.
There are several ways to interpret the spending data, such as continued consumer strength and strong overall demand for the upcoming holiday season, both of which bode very favorably for the economy.
Amazon and Shopify are among those that benefit significantly from the shopping-filled period. Let's take a closer look at each.
Attention Shifts from AWS
It's easy to understand why AMZN is consistently a big beneficiary of the holiday shopping season thanks to its e-commerce operations, with millions placing orders throughout the period. In fact, Amazon enjoyed its strongest-ever holiday season last year, with the recent data concerning consumer spending providing a solid read-through of what to expect this period.
Shares have largely been disappointing in 2025 compared to the rest of the Mag 7 members, up 7% and widely underperforming relative to the S&P 500's 19% gain. Still, strong quarterly results have led analysts to revise their EPS expectations across the board, with the stock now sporting a favorable Zacks Rank #2 (Buy). The company is expected to see 30% adjusted EPS growth in its current fiscal year on 12% higher sales.
Shopify Reports Record-Breaking Sales Figures
Merchants use Shopify's comprehensive, multi-channel commerce platform to run business across various sales channels, including web and mobile storefronts, physical retail locations, social media storefronts, and marketplaces. Like AMZN, the recent spending data certainly bodes well for Shopify given its big exposure to the consumer.
And this was confirmed by the company in a recent news release. Here are a few of the highlights from the Black Friday and Cyber Monday (BFCM) weekend –
The company has overall been an incredible growth story in its short history, also reflecting one of the lone pandemic-era stocks that truly survived and thrived. Below is a chart illustrating its sales on a quarterly basis.
Bottom Line
Recent spending data surrounding the Black Friday and Cyber Monday shopping periods have alluded to a healthy consumer, undoubtedly boding well for not only specific stocks but the broader economy as well.
And concerning two mega-winners from the period, Shopify and Amazon reflect precisely that. The story surrounding Amazon has, for some time now, centered on AWS, but its e-commerce operations obviously can't be overlooked. Shopify has been an incredible story that began during the pandemic era, with its success only continuing.
Free: Instant Access to Zacks' Market-Crushing Strategies
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Get all the details here >>
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.