Back-to-school shopping is already underway, and that could create a major opportunity for investors looking to profit from the 2026 retail season. 

According to the National Retail Federation, 62% of back-to-school shoppers had already started shopping by early July, showing just how early consumers are getting a head start this year. At the same time, spending is expected to reach record levels, with families of K-12 students projected to spend $43.3 billion and college students and their families expected to spend another $103.5 billion. 

With consumers searching for deals on everything from school supplies and clothing to electronics, groceries and dorm essentials, retailers and e-commerce companies could be positioned for a strong seasonal boost. For investors, the back-to-school season could offer more than just a shopping opportunity – it could also create potential catalysts for retail stocks and ETFs that are positioned to benefit from increased consumer spending. Here are three names worth watching as the 2026 back-to-school season gets into full swing.

Walmart (NASDAQ: WMT)

Walmart continues to show why it’s a solid investment.

Up about 125% over the last few years, it could push even higher, as the 2026-2027 school season gets ready to kick off in just weeks.  

Plus, Walmart is offering some of its lowest back-to-school prices in years, which could attract more customers buying school supplies, clothes, electronics, and groceries. The company is also seeing strong growth in its online sales and advertising business. With consumers focused on saving money, Walmart’s low prices and convenient shopping options could help it gain more customers and sales during the busy back-to-school season.

We also have to consider that the WMT stock pushes higher around this time of year, too.

  • At the start of August 2024, the WMT stock rallied from about $68 to a December high of $94.
  • At the start of August 2025, the WMT stock rallied from about $97 to $116 by December.
  • Nowadays, WMT is a bit oversold heading into the start of the school season.

We’re looking for a similar bounce this year, too.

Sincerely,

Ian Cooper