The holidays are a few weeks away, which means people will soon start shopping. Many will turn to the internet to find the perfect gift, despite the efforts of retailers to lure them into stores. 

Online sales still make up a small portion of retail spending but they're growing. E-commerce and non-store sales are forecast to increase 11% to 14% in 2019, reaching between $162.6 billion and $166.9 billion. The National Retail Federation predicts total retail sales for the holidays will increase as much as 4.2% year over year to $730.7 billion. 

The holiday season isn't the only thing going for the e-commerce market. As more consumers shift their shopping to the internet, traditional retailers are forced to shutter stores. That presents an opportunity for e-commerce players to steal some of that lost business. Goldman Sachs pegs the opportunity at $7.5 billion. 

If that's not enough good news, online shopping is also growing outside of the U.S. in places that have large middle-class populations like China, Latin America, and India.

With so much to like, it's no wonder many e-commerce companies have stocks that are up double digits. But like with any industry, there are the haves and the have-nots. The haves is where investors should focus their investment dollars. Here's a look at three of them. 

A laptop and a smartphone displaying an online storefront surrounded by packages, a credit card, and a shopping cart

Image source: Getty Images.

Shopify powers e-commerce behind the scenes

Whether a merchant has apparel or electronics to hawk, they are going to need a platform to sell it online. For years that has been the domain of Amazon (NASDAQ:AMZN) and eBay (NASDAQ:EBAY). But a third player has emerged recently and is growing at a fast clip: Shopify (NYSE:SHOP)

The Canadian e-commerce platform specialist enables individuals and companies to build their own online stores. Shopify gives merchants access to a slew of features and apps to help small businesses sell their products directly and/or list them on marketplaces and social media sites across the internet. 

That business model has served Shopify well over the years. Take its second quarter as evidence: It posted a 48% year-over-year increase in revenue to $362 million. 

It's also in expansion mode, recently announcing a $450 million deal to acquire 6 River Systems, a warehouse fulfillment company specializing in warehouse robotics and cloud software. The acquisition is aimed at supporting its new business, Shopify Fulfillment Network, which it introduced in June. That platform is designed to give new and existing merchants access to lower shipping costs and enhanced delivery services. The deal was composed of 60% cash and 40% stock. While the stock is up 133% so far in 2019, some analysts expect it to surge even higher as we head into the holiday selling season and more merchants join the fast-growing e-commerce platform. In fact, one Wall Street watcher predicts Shopify will end 2019 with more than 1 million merchant customers. 

Not bad for a company that's been around for four years. 

Stitch Fix brings personal stylists to the living room 

Not everyone in America considers themselves a fashionista, and that is where Stitch Fix (NASDAQ:SFIX) comes in. The styling service company splashed on to the scene in 2011, offering consumers access to their own personal stylists without having to get off the couch. For a monthly fee, clients get curated pieces of clothing and accessories shipped to their door. They pay for what they keep and return the rest to the San Francisco-based company. That has resonated with consumers. 

Stitch Fix ended the fiscal fourth quarter with 3.2 million customers, up 18% compared to a year ago and in line with Wall Street expectations. For the fourth quarter, it expects revenue growth of 20% to 21%, which is below what analysts expected. The e-commerce company blamed more sales of lower-priced items and less marketing dollars spent in the fiscal fourth quarter for the guidance. 

Despite the results, there are reasons to like Stitch Fix as a play on the e-commerce market. It has expanded into new clothing categories -- men and children -- and recently launched a new service in which customers can purchase items on the website in addition to getting their scheduled box of clothing. It's also enhancing its algorithms and giving customers new ways to shop, which bodes well for sales, especially as we head into the holidays. 

Alibaba's trade war risk is already baked in 

Investing in Chinese companies these days is fraught with risk. The U.S. and China are in a protracted trade war, with President Trump notching up the tough talk. Nobody knows for sure what Trump has in store for Chinese companies listed on the U.S. stock market, which has worried investors and weighed on share prices. Still, that doesn't mean there aren't some Chinese stocks worth looking at. One of those is Alibaba (NYSE:BABA), China's largest e-commerce company. 

Alibaba caters to billions of customers in China and around the world. Its business has been booming. For its first quarter, it posted revenue growth of 42%, handily beating Wall Street expectations. It ended Q1 with $5 billion in profits. 

Despite all that good news, the stock has been battered, which could provide a buying opportunity. After all, e-commerce is surging around the world and is only expected to grow despite tariffs, a trade war, and posturing from the White House.