In a recent article, we highlighted the 11 best internet retail stocks recommended by analysts. Today, we take a closer look at Baozun Inc. (NASDAQ:BZUN) and how it compares with other top internet retail stocks identified by experts in the field.

In the backdrop of fluctuating stock market conditions, characterized by shifting trade policies and tariffs, an unexpected rise in retail sales has taken center stage. On April 16, CNBC reported a notable increase of 1.4% in March retail sales, a figure that exceeds analysts' expectations. Economists had predicted a more conservative month-over-month growth rate of 1.2%, according to Dow Jones.

This rise in retail sales comes at a crucial time, as fluctuating market conditions have left many investors on edge. A report released by CNBC on April 15 indicated that the forthcoming retail sales data could significantly influence investor sentiment and positioning in the stock market.

Analysts attribute this uptick in retail activity largely to a pull-forward in consumer spending. Many consumers appear to be making purchases ahead of anticipated price increases due to newly implemented tariffs on goods. Jay Woods, chief global strategist at Freedom Capital Markets, commented on the potential for retail stocks to experience a short-term rebound in light of the positive retail sales report. He stated:

Some of these names have gotten way too far ahead of themselves on the downside that bounces are natural. Theyve gotten beaten down, and mean reversion could lead to a nice rally over the coming days.

Adding to this optimistic outlook, Callie Cox, chief market strategist at Ritholtz Wealth Management, expressed that a robust retail sales report could buoy consumer discretionary stocks. She remarked:

Consumer Discretionary stocks have been hit so hard that they may be more susceptible to a relief rally on the back of a retail sales report that doesnt show the economy is falling apart.

The encouraging news from the retail sales report may very well validate these analyst predictions. In this context, it becomes imperative to examine the 11 best internet retail stocks that analysts recommend.

Our Methodology

To curate our list, we meticulously sifted through various stock screeners, financial media reports, and exchange-traded funds (ETFs) to identify 30 prominent internet retail stocks. From this pool, we selected the top 11 stocks that exhibit the highest potential for upside according to analyst assessments as of April 17, 2025. Additionally, we tracked the number of hedge fund holders for each stock based on data from the fourth quarter of 2024, utilizing insights from Insider Monkeys database. The stocks are presented in ascending order based on analyst upside potential.

Why focus on stocks that hedge funds favor? The rationale is straightforward: our research indicates that mirroring the investment choices of leading hedge funds can result in superior market performance. Our quarterly newsletter employs a strategy that selects 14 small-cap and large-cap stocks each quarter, boasting an impressive cumulative return of 373.4% since May 2014significantly outpacing its benchmark by 218 percentage points.