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People have been shopping march retail sales rise single point 8% from February but despite the strong report.
We have a top retail analyst here uses the numbers are not as good as they seem but he still got three stocks for your shopping bag is Brian -- -- the chief equity analyst at and that BG.
Not good why.
All the numbers -- okay they came in the market -- -- they embrace somebody well looking at these things I'm seeing moderating -- growth I'm looking at health and beauty aids cells are actually down.
I think what you're seeing them -- -- stocks trade up today and their respects because the market was expecting maybe -- dance because of our gasoline prices.
OK so -- yet but specifically you're looking at health and beauty -- that's one portion I mean with.
When you throw out some of these names that were doing well today Costco wal -- But Home Depot for example fences cost a little more defensive so you have the strong retail sales numbers okay you have some of the defensive names outperforming I think that is kind of but they called -- speak -- across.
Are now what didn't do well today GAAP target Abercrombie & Fitch JC -- those were struggling today but.
Looking at the -- picture.
How can you capitalize on our retail sector -- that you're not shore is showing some muscle one minute and then punching around the next.
I think he's set to get out the source guys you buy -- what you're seeing the stores and I went there hasn't been losing a lot of malls you look at -- -- Dick's Sporting Goods.
You -- in the story you're immediately overtaken by the bright colors in the stores.
I see bright colors I see open -- they see full price they see higher margin profits economy the linkages and and you go from there -- -- Dick's Sporting Goods is number one.
What is number two number to -- I'm seeing a battle within -- Under Armour vs -- I think on commerce taking it -- do you -- -- undercutting on price and I think just the figure equality and in the price just -- lot more sense well Under Armour is not -- secretary.
But it has done well it's been a hot stock that you look at you say is that something that would compete with -- -- lululemon.
Why -- think -- taking sales away from -- and at this point any.
Into your point on this not being cheap we're seeing leading -- to hold up well against the broader market weakness what you're -- if -- up form about performs -- Starbucks for example.
But I think Under Armour -- doing a lot of things -- who lemon is not doing which what -- lululemon not to because it had such a nice run and then suddenly.
Stumbled a little bit inventory issues I think I think you just focused on one specific -- category and I went on policy -- -- stuff it's even ninety stuff -- is doing so many great things that he could Wear out -- yoga session.
-- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- People cannot quite managed to make that happen all right and here is the one your picture for lululemon again it has climbed back from the deficit we saw back in January.
Let's just say now your number three -- that you like right now.
Aeropostale is cut -- -- -- -- -- 2011 I horrible -- eleven numbers we're not there are managers who have not changed that that's one of the reasons quite like this now because they think they put a lot of color in the stores the price points makes sense they stand for value when gas -- are going up throughout the country.
And it could be little shop in all with the first quarter earnings results.
In they can come out need to -- guidance and that's that you wanna look for you just mentioned color twice -- again it's always about the hot product is there -- hot product you see emerging for spring summer I just right now it's anything with neon colors and I'll -- -- liberal ran -- Or along those line has.
-- -- to get the consumer thinking about making an impulse hot pink acid yellow bright Oregon.
I'm back in the eighties thank you very much Brian get that they have Brian thought the chief equity analysts that and BG David -- -- -- -- --
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