teased investors by reporting that customers viewed 1.5 billion pages on its website over the holiday weekend, and that electronics were its biggest sellers. However, the company did not disclose the number of orders or its profitability, and the deliberate obfuscation always makes me suspicious. Other analytics providers said total sales on Cyber Monday were up 17% over last year, with mobile sales up 29.3%, accounting for 20% of all transactions. The average transaction price was flat at about $133. On a less positive note, the National Retail Federation said total Thanksgiving weekend spending fell 11% to $51 billion. Some of this was attributed to consumers not waiting for Black Friday or Cyber Monday to make purchases, and also due to more in-store sales. What are investors to make of this data? How can we make money using this information? First, we need to recognize that michael kors clearance this was not a blockbuster holiday season. We aren’t seeing increases across the board. We saw increases in online shopping, which have slimmer margins, but total spending declined. So in michael kors handbags essence that’s a double whammy – declining sales and slimmer margins. To that end, I would avoid retail stocks…for the moment. What is not cheap michael kors reflected in these results, however, is declining gas prices. I believe that is going to further influence holiday shopping as we get close to Christmas. People will realize they have a little more money than expected, and possibly drive stocks higher. I think the move for the mid-level retail sector – companies like Macy’s (NYSE:M), Target (NYSE: TGT), and Dillard’s (NYSE:DDS) – may come later this month. I’d wait for the first bit of good news out cheap michael kors handbags of the sector to buy into one of these stocks, however.