There will be winners and there will be losers. One thing we are certain of, Cyber Monday winners will be looking at their largest online sales in history. In fact we surmise that there could be some incredible numbers in store for Cyber Monday in the U.S., and in North America as a whole.

We know that online sales are on the rise each year, with more and more Americans having the internet, and with mobile shopping apps becoming plentiful. As such, there are more and more Cyber Monday winners.  We also know that e-commerce traffic was up over 30% Y/Y for the first couple of hours of ‘early’ Cyber Monday deals. The strong showing follows the record $5.03B brought in during Black Friday by retailers.

No one can talk about online shopping without mentioning Amazon (NASDAQ:AMZN) which is up 1.2% in early trading. However, Wal-Mart (NYSE:WMT) and Target (NYSE:TGT) are also both tracking higher because they have successfully managed to bring back shoppers and slash prices competitively.

Make no mistake, e-commerce growth is NOT crushing the mall sector, with American Eagle Outfitters (NYSE:AEO), J.C. Penney (NYSE:JCP), Kohl’s (NYSE:KSS), Macy’s (NYSE:M) and Urban Outfitters all showing gains of 1% to 2%. Shopify (NYSE:SHOP) is up 3% in early action. There are two key names to watch today:

Two retail names to watch today are Best Buy (NYSE:BBY) and GameStop (NYSE:GME) as the first reports on consumer interest in electronics start to pour in. Also keep a watch on these relevant ETFs:

XLY, XRT, VCR, IBUY, RTH, RETL, FDIS, IYK, IYC, FXD, SCC, UCC, RCD, UGE, PMR, SZK, FTXD, CLIX, CNDF, EMTY, JHMC

We believe that while Amazon will be a big winner, GameStop and Best Buy will be the ones to watch. Cyber Monday winners won’t be fully known until later, but early reads show these are the ones to watch closely.

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