Black Friday 2025: 2 Retail Stocks That Louis Navellier Recommends This Holiday Season

Benzinga_recent_news11-27

As Black Friday is here, investors are sifting through a mixed macroeconomic picture marked by conflicting signals on inflation and consumer resilience. While the broader market anticipates a holiday ...

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While the broader market anticipates a holiday ...</p>\n\n<a href=\"https://www.benzinga.com/markets/equities/25/11/49103258/black-friday-2025-2-retail-stocks-that-louis-navellier-recommends-this-holiday-season\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"WMT","symbol_name":"沃尔玛","start_time":0,"source_url":"https://www.benzinga.com/markets/equities/25/11/49103258/black-friday-2025-2-retail-stocks-that-louis-navellier-recommends-this-holiday-season","article_id":"2586424802","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/11/27/Walmart-Van-Parked-In-Front-Of-Walmart-S.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/markets/equities/25/11/49103258/black-friday-2025-2-retail-stocks-that-louis-navellier-recommends-this-holiday-season","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2586424802","pubTimestamp":1764240420,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Navellier's Black Friday 2025 Strategy: Buy Costco, Walmart & AI appliers. Avoid logistics & housing in this K-shaped holiday market.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"WMT":"沃尔玛","NVDS":"1.5倍做空NVDA ETF-Tradr","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","3NVD.UK":"LS 3X NVIDIA","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","NVDU":"2倍做多NVDA ETF-Direxion","NVIW.SI":"NVDA 3xLongSG261006","LU0082616367.USD":"摩根大通美国科技A（dist）","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4543":"AI","NVDS.UK":"LS -1X NVIDIA","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","COST":"好市多","SG9999014906.USD":"大华全球优质成长基金Acc USD","2NVD.UK":"2X NVIDIA ETP","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","NVD3.UK":"LS 3X NVIDIA","SNVD.UK":"LS -1X NVIDIA","NVD2.UK":"2X NVIDIA ETP","LU0861579265.USD":"联博低波幅策略股票基金A","LOW":"劳氏","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","HD":"家得宝","NVDD":"1倍做空NVDA ETF-Direxion","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc"},"translate_title":"2025年黑色星期五：Louis Navellier在这个假期推荐的2只零售股票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"2NVD.UK":0.6,"LOW":1,"NVDY":0.6,"SNVD.UK":0.6,"NVD3.UK":0.6,"NVDU":0.6,"WMT":1,"NVD":0.6,"COST":1,"NVDS":0.6,"NVDS.UK":0.6,"NVD2.UK":0.6,"NVIW.SI":0.6,"HD":1,"3NVD.UK":0.6,"NVDD":0.6},"content_text":"As Black Friday is here, investors are sifting through a mixed macroeconomic picture marked by conflicting signals on inflation and consumer resilience. While the broader market anticipates a holiday spending surge, Louis Navellier, founder and CIO of Navellier & Associates, is advocating for a highly concentrated portfolio strategy.\nIn an exclusive conversation with Benzinga on the Black Friday and fourth-quarter outlook, Navellier warns that the “K-shaped” recovery is forcing a divergence in the market, leaving only a handful of investable names in retail and technology while other sectors face significant headwinds.\nDespite forecasts of record holiday revenue, Navellier argues that the vast majority of the retail sector is risky due to consumer belt-tightening. He explicitly narrowed the field of “must-own” retailers to just two giants who dominate the discount space.\n“The only retailers I recommend are Costco Wholesale Corp. (NASDAQ:COST) and Walmart Inc. (NYSE:WMT) due to strong same-store sales growth,” Navellier stated. “Consumers need a deal to spend money.”\nThis high-conviction call suggests that the “trade-down” effect is the dominant theme of Black Friday 2025. While luxury brands and middle-market mall retailers struggle for wallet share, the bulk-value proposition of Costco and Walmart offers a defensive moat against inflation-weary shoppers.\nSee Also: Black Friday Shopping To Decline 4%, First Drop In Four Years: Consumers Rein In 2025 Shopping\nMoving beyond the retail aisles, Navellier indicated that the AI trade is evolving. While Nvidia Corp. (NASDAQ:NVDA) is expected to “firm up” in the fourth quarter, the real leadership is shifting toward the companies applying the technology and those building the physical infrastructure to support it.\nNavellier highlighted two specific sub-sectors poised to reassert leadership:\n“These stocks will reassert their leadership, since they were oversold,” Navellier noted, pointing investors away from a pure hardware focus and toward the downstream beneficiaries of the AI boom.\nIn a contrarian take on the global supply chain, Navellier dismissed fears that tariffs or logistics costs would wreck margins this quarter. Instead, he argued that the U.S. is benefiting from China's economic slowdown.\n“The U.S. is importing deflation from China, so tariffs are no longer causing pricing problems,” he explained.\nThe outlook is far grimmer for housing-related stocks and logistics providers. Navellier warned that high ownership costs are causing a “deferral effect” on big-ticket renovations, leaving Home Depot Inc. (NYSE:HD) and Lowe’s Companies Inc. (NYSE:LOW) in a precarious position until at least Spring 2026.\n“Consumers are struggling with high property insurance and other homeownership costs, so they are postponing home improvement spending,” he said.\nFor investors navigating Black Friday 2025, the message is clear: avoid the broad market indices. The opportunities are concentrated in “AI appliers,” data center builders, and the two retailers—Costco and Walmart—where consumers are fleeing to stretch their dollar.\nRead Next:\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nPhoto courtesy: Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.10","shortVersion":"4.35.10","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2586424802","isCrawlerRequest":true}