The following video is part of our "Motley Fool Conversations" series, in which Austin Smith, consumer-goods editor and analyst, and Brendan Byrnes, industrials editor and analyst, discuss topics around the investing world.

In today's edition, Brendan and Austin discuss some of the huge sales figures coming from this holiday shopping season. Austin highlights one surprising winner of the trend. While the company he looks at may not be the first that comes to your mind, it certainly stands to benefit from the continued rise of e-commerce. Special note: Austin mentioned that the e-commerce market is expected to double in 2015, when it is actually projected to grow about 60%, and UPS's van fleet actually exceeds 100,000.

Motley Fool newsletter services recommend Amazon.com, FedEx, and lululemon athletica. Austin Smith and Brendan Byrnes have no positions in the stocks mentioned above. The Motley Fool owns shares of Amazon.com, FedEx, and lululemon athletica. Try any of our Foolish newsletter services free for 30 days. We Fools don't 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.