Rule-Breaking Stocks for Your Holiday Shopping List

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 2 December 2025

⏱️ 20 minutes

🔗️ Recording | iTunes | RSS

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Summary

Holiday shopping isn’t just about deals at the mall - it can be a great time to think about the businesses benefitting from all that spending. In today’s episode of Motley Fool Money, Host Emily Flippen is joined by analysts Jason Hall and Asit Sharma to talk holiday consumer trends and two “Rule Breaking” stocks they’re putting on their 2025 wishlists. Emily, Jason, and Asit discuss: - How Black Friday and holiday shopping trends are shaping the story for consumer-facing businesses. - Jason and Asit each share one Rule-Breaker style stock they think belongs on investors’ holiday lists. - How to build your own holiday shopping list of stocks without chasing every hot deal or fad. Companies discussed: TBBB, ALAB, WMT, AMZN, TJX, TGT, KSS, SHOP Host: Emily Flippen, Jason Hall, Asit Sharma Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Some people make holiday shopping lists. We're making a holiday stock list. Today on Motley Fool Money.
0:20.7	Today is Tuesday, December 2nd. Welcome to Motley Fool Money. I'm your host, Emily Flippen,
0:25.4	and today I'm joined by Motley Fool analyst Jason Hall and Oswald Sharma to talk about favorite
0:30.0	rule-breaking stocks for your holiday shopping list. But let's be real. This time of year,
0:35.7	we're all surrounded by sales, shipping deadlines,
0:38.3	holiday ads. But just because companies are spending doesn't necessarily mean consumers are
0:42.8	too. We're going to be discussing some holiday radar stocks here. But first, I want to have to
0:47.3	start with what we saw this past week and with Black Friday and Cyber Monday sales, as well as
0:52.0	some broader commentary around holiday spending as we end
0:54.9	out the year. I don't know if anybody else feels this way, Austin and Jason, but personally,
0:59.1	I feel like this holiday shopping season has just been a lot of deal fatigue from shoppers.
1:03.3	I mean, I see discounts everywhere. The consumer does seem a little bit over it, and it does
1:07.9	seem like some of our initial data backs this up. Initial reports are showing
1:11.5	retail sales climbing around 4% on Black Friday this year in comparison to last. But that doesn't
1:16.7	account for inflation. If you look at inflation, it's around 3% right now. So in practice,
1:21.1	I kind of think consumers were a little flat this year. Salesforce also collected data that showed
1:25.9	average selling prices were up 7% year
1:28.7	every year for Black Friday shopping, but order volumes were down 1%. Jason, I want to start with you.
1:34.4	When you hear that and when you look at the Black Friday and holiday data this year,
1:37.5	what stands out to you about the consumer? I think the vibe check and the data line up here for me.
1:43.3	We have a bifurcated economy where the
1:45.8	halves have a lot and are supporting like the big headline numbers, but we also have a large
	...

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