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The 2025-26 holiday sales season has begun in the United States, with critical shopping days, Thanksgiving Day and Black Friday, approaching on this Thursday and Friday. Economists are anticipating slower growth in consumer spending this holiday season, crucial since it constitutes the largest component of U.S. GDP.
Five apparel and footwear stocks have been identified with strong short-term growth potential: Crocs Inc. (CROX), On Holding AG (ONON), Ralph Lauren Corp. (RL), Kontoor Brands Inc. (KTB), and Boot Barn Holdings Inc. (BOOT). CROX expects a revenue growth of 0.4% and earnings growth of 3.9% for next year, while ONON anticipates 21.2% revenue growth and 79.8% earnings growth.
Ralph Lauren projects a revenue growth rate of 9.5% and earnings growth of 25% for the current year ending in March 2026, while Kontoor Brands expects 11.3% revenue growth and 5.3% earnings growth. Boot Barn anticipates 16.2% revenue growth and 20.5% earnings growth for the same period.
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