It's looking like a good, not great year for holiday sales.
The National Retail Federation estimates holiday sales will be up 4.1 percent this year, compared with a 3.1-percent increase last year.
Ken Perkins at RetailMetrics told me Super Saturday looked strong and noted a growing trend: buy online and pick up in store.
Piper Jaffray also highlighted this trend, urging investors to focus on stocks with high e-commerce penetration and particularly those with buy online, pick up in store capabilities. It specifically mentioned Nordstrom, Kohl's, and Williams Sonoma.
The investment bank is also a bit more optimistic about sales; 20 percent of respondents plan to spend more this year, according to a survey it conducted.