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.

The e-commerce revolution isn't the only way to profit in the retail space though. In fact, we've uncovered one such stock with so much promise we've dubbed it The Motley Fool's Top Stock for 2012.We've created a special free report for investors to uncover this soon-to-be rock star. The report highlights a company that is revolutionizing commerce in Latin America. Thousands have already requested the report, which is free today, but it won't be forever, so click here to access it now.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.