In Tuesday's edition of the Consumer Countdown, consumer goods analyst Sean O'Reilly joins Mark Reeth to discuss some of the factors affecting the holiday shopping season this year. For instance, low consumer confidence, changes to the calendar, and other factors are all combining to make this a more difficult year than ever for many retailers, including Wal-Mart (NYSE:WMT).
That said, both Sean and Mark are bullish on Amazon's (NASDAQ:AMZN) prospects this holiday season, as the e-tailer is positioning itself to be a dominant force in retail over the coming months. In addition, Sean thinks that Nordstrom (NYSE:JWN) will continue to be a winner, while Mark sees value in Urban Outfitters (NASDAQ:URBN) this season.
Mark Reeth has no position in any stocks mentioned. Sean O'Reilly has no position in any stocks mentioned. The Motley Fool recommends Amazon.com and Urban Outfitters. The Motley Fool owns shares of Amazon.com. 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.