Internet Retailer: Online retailers’ optimism grows with sales
AdWeek: Toys, Consumer Electronics See Web Surge

In an unusual confluence of agreement, early holiday season e-commerce predictions are matching quite well with retailer reports of actual sales, which in turn are squaring nicely with web measures and reports from analytics companies. Predictions of business increases of around 25 percent are, indeed, coming true.

Categories doing particularly well include the typical Christmas gift fodder, like toys and electronics.