The Zacks Analyst Blog Highlights SharkNinja, Genesco, Casey’s and Sprouts Farmers Market

Wed, Sep 17, 2025, 5:45 AM 6 min read

Chicago, IL – September 17, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: SharkNinja, Inc. SN, Genesco Inc. GCO, Casey’s General Stores, Inc. CASY and Sprouts Farmers Market, Inc. SFM.

The holiday shopping season is a critical driver of revenues for retailers. This year, the stakes are even higher due to a mix of economic factors, including persistent inflation and the unpredictable effects of trade policies. Despite these challenges, Deloitte’s annual holiday retail forecast paints a picture of resilient consumer spending, albeit at a tempered pace compared to last year.

According to Deloitte, U.S. holiday retail sales are projected to rise between 2.9% and 3.4% during the November-to-January period. This translates to an estimated total of $1.61 trillion to $1.62 trillion. While this forecast represents a slower growth rate compared to the 4.2% increase experienced last year, it still signifies a robust and positive trajectory for the retail sector.

A key driver behind this projected growth is the expectation of higher disposable income for shoppers. Even as inflation remains a concern, consumers will continue to spend, particularly during peak holiday weeks when promotional activity tends to accelerate. Major retailers like SharkNinja, Inc., Genesco Inc., Casey’s General Stores, Inc. and Sprouts Farmers Market, Inc. are likely to benefit from this uptick as shoppers look for value-driven deals and seasonal favorites.

Within the broader forecast, a standout performer is the e-commerce sector. Deloitte predicts a strong growth rate of 7% to 9% for online sales this holiday season. This healthy expansion is expected to result in total e-commerce sales between $305 billion and $310.7 billion. The continued shift toward online shopping highlights how consumers are increasingly leveraging digital channels to find deals and stretch their budgets amid economic pressures.

The upcoming holiday season offers a cautiously optimistic outlook for U.S. retailers. With steady overall sales growth and a strong e-commerce push, companies that can balance promotional intensity with profitability stand to capture the most value as consumers head into the peak shopping period.