Cyber Monday is a relatively new term from the past few years. On Black Friday, brick and mortar stores pull out all the stops to bring in huge amounts of traffic and, on the following Monday, online retailers, or "e-tailers" have started doing the same. The resulting growth in this relatively nascent industry has been explosive. The year-over-year growth in spending since 2011 was 30%, and topped $1B. However, Motley Fool research analyst Lyons George punctuates this growth story with a word of caution -- that this jump was smaller than the one from 2010 to 2011, with a nearly 7% decline in average order value compared to that period. Maybe consumers are pumping the brakes just a bit.

Lyons George has no positions in the stocks mentioned above. The Motley Fool owns shares of Amazon.com, Best Buy, and International Business Machines. Motley Fool newsletter services recommend Amazon.com, Best Buy, and International Business Machines. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.