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State Street SPDR S&P Retail ETF · NYSE ARCA

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Zacks Investment Research

Holiday Spending Set for Strong Growth: ETFs in Focus

U.S. holiday retail sales are projected to reach a record $1 trillion-plus with 4.5% year-over-year growth, driven primarily by e-commerce (9% growth) and AI-powered shopping tools. While consumer spending remains resilient due to healthy employment and wage gains, inflation accounts for over half the sales increase. Travel spending is expected to decline per traveler despite steady interest.

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