Emily Flippen

For Jason Hall, Dan Kaplinger, and the entire Motley Fool Money team, I'm Emily Flippen.

We'll see you tomorrow.

Some people make holiday shopping lists.

We're making a holiday stock list.

Today on Motley Fool Money.

Today is Tuesday, December 2nd.

Welcome to Motley Fool Money.

I'm your host, Emily Flippen, and today I'm joined by Motley Fool analyst, Jason Holland, Asit Sharma, to talk about favorite rule-breaking stocks for your holiday shopping list.

But let's be real, this time of year, we're all surrounded by sales, shipping deadlines, holiday ads, but just because companies are spending doesn't necessarily mean consumers are too.

We're going to be discussing some holiday radar stocks here.

But first, I want to have to start with what we saw this past weekend with Black Friday and Cyber Monday sales, as well as some broader commentary around holiday spending as we end out the year.

I don't know if anybody else feels this way, Austin and Jason.

But personally, I feel like this holiday shopping season has just been a lot of deal fatigue from shoppers.

I mean, I see discounts everywhere.

The consumer does seem a little bit over it.

And it does seem like some of our initial data backs this up.

Initial reports are showing retail sales climbing around 4% on Black Friday this year in comparison to last, but that doesn't account for inflation.

If you look at inflation, it's around 3% right now.

So in practice, I kind of think consumers were a little flat this year.

Salesforce also collected data that showed average selling prices were up 7% year-over-year for Black Friday shopping, but order volumes were down 1%.