Motley Fool Money Black Friday’s Best Stock Gifts and Investing Lessons
11 snips
Nov 28, 2025 
Dan Caplinger, an investment analyst and Motley Fool contributor, joins Asit Sharma, a retail and macro insights expert, to dive into the evolving landscape of Black Friday. They discuss how the holiday has transformed into a month-long event due to online logistics and the rising influence of tech giants. Key topics include the fading thrill of in-store shopping, the importance of retail data, and innovative investment ideas. They also share thoughtful stock gift suggestions for various age groups, highlighting Amazon, Alphabet, and Roblox.
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Black Friday Became A Monthlong Marathon
- Black Friday has stretched into a multi-week slog as big retailers extend deals and logistics investments change consumer behavior.
- Amazon and Walmart's online dominance forces others to match perpetual promotions rather than a single holiday event.
Headline Retail Growth Masks Real Weakness
- September retail sales rose 4.2% year-over-year but inflation-adjusted gains are much smaller.
- Discretionary spending lagged, with gains concentrated in essentials and autos influenced by EV credit timing.
Consumers Are Stretched And Margins Are Thin
- Consumers feel stretched as wage growth lags inflation and buy-now-pay-later expands even for staples.
- Retailers are absorbing import cost increases now, squeezing margins and risking future price passthrough.