Telsey Advisory Group analyst Dana Telsey presented a brand performance study on the Christmas vs. Black Friday holiday by revisiting the Google Trends insights from Black Friday, with many initial findings holding over the extended holiday period.
The analyst stated that Black Friday saw more interest from nearly all of the brands than Christmas, and the peak was broadly on Black Friday, with most companies seeing a trough in interest around December 1.
Overall, the analyst noted that the bigger brands and more established brands garnered more interest than smaller concepts, with Amazon.com Inc (NASDAQ: AMZN), Walmart Inc (NYSE: WMT), Nike Inc (NYSE: NKE), UGG, and Kohl's Corp (NYSE: KSS) being the winners.
In the specialty apparel segment, Lululemon Athletica Inc (NASDAQ: