These stocks will be the big winners from likely record e-commerce holiday sales, Jefferies says

Executives of Etsy applaud as they open the Nasdaq MarketSite ahead of Etsy's initial public offering in New York, April 16, 2015.
Michael Nagle | Bloomberg | Getty Images

(This story is for CNBC Pro subscribers only.)

With Covid-19 cases soaring around the Black Friday shopping holiday, Jefferies expects online stores to take center stage, with a few companies emerging as big winners.

The Wall Street firm is forecasting a record holiday for e-commerce, with sales growth of 33%, an 18% jump since last year.

"We expect a surge in COVID cases to drive strong e-commerce sales this holiday season, with over 50% of consumers planning to spend more online according to our proprietary survey," Jefferies retail analyst Brent Thill told clients.

More In Investing trends

CNBC ProThese stocks are expected to have the biggest earnings comebacks in 2021 as economy reopens
CNBC ProHere are 3 ETFs to play the incoming Biden agenda
CNBC ProBillionaire Howard Marks explains why he doesn't like gold as an investment