As we approach the busiest shopping months of the year, there are mixed opinions about the strength of this season and consumer spending overall. Analysts see challenges from a shorter shopping period, continued uncertainty around tariffs, and difficult weather comps.

While some analysts are bearish based on channel checks and management commentary, the National Retail Federation (NRF) believes that U.S. households are in good shape with consumer confidence high. Consulting firm Deloitte predicts a 4.5% to 5% increase in holiday retail sales. So who will be this year’s retail winners and losers?

Here are three companies that should outperform during these all-important months.

Image source: Walmart

A popular brand and innovative products that will boost holiday sales

Nike (NYSE: NKE) is benefiting from macro consumer trends favoring

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