Rover Group Inc. jumped nearly 30% on Wednesday after Blackstone Inc. said it will buy the online marketplace for pet care services for about $2.30 billion.

On Oct. 17, the Department of Commerce reported that retail sales in September increased 0.7% month-over-month, significantly beating the consensus estimate of 0.3%. Here is a look at five e-commerce stocks that may benefit from this increase.

When I look at a stock, the first thing I do is look to see if the company is beating the number.  This tells me right away where the market’s expectations have been for the company and how management has communicated to the market.