As I’m sure you heard, Black Friday shopping stats this past weekend were surprisingly strong.

Here are some highlights…

• Black Friday online sales topped $9 billion – a new record.
• Overall online sales for Black Friday were up 2.3% year over year.
• “Buy now, pay later” payments increased 78% compared with the past week as consumers continue to account for high prices and inflation by doing what Americans do best: getting something right now and worrying about paying for it later. Genius!
• Toys and exercise equipment were two of the most popular groups, gaining 285% and 218% over October sales totals, respectively.
• Black Friday shoppers also broke a record for mobile orders, as 48% of online sales were made on smartphones, up from 44% last year.

And now, today… it’s Cyber Monday.

Let’s all buy even more stuff!

According to Adobe, online sales are expected to drive $11.2 billion in spending, which would be an increase of 5.1% year over year.

Given all this spending, here are some retail names I like…

• Affirm Holdings (AFRM) and Block (SQ): Two of the top “buy now, pay later” names could see a boost from this weekend’s retail trends.
• Costco (COST): As Target suffers, Costco continues to shine no matter the market conditions.
• Nordstrom (JWN): I believe that Wall Street is discounting the company’s Nordstrom Rack division, which has a line a mile long every time I walk into the store.
• Dick’s Sporting Goods (DKS): Sporting goods are outperforming Black Friday sales this year, which could continue to boost Dick’s.
• Lululemon Athletica (LULU): The company’s $100 yoga pants continue to fly off the shelves – even without discounts.
• Bath & Body Works (BBWI): 60 million U.S. customers shop at the store 3X per year on average.

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