You're watching...

How to Profit from the Consumer

Details

  • Description

    Decoding Wall St. editor Brian Sozzi breaks down where to put your money in the retail sector.

  • Duration 2:52
  • Date

Clips

Also in this playlist...

Latest Video

Auto-advance: ON

Auto-advance

Transcript

This transcript is automatically generated

-- -- While another big secular -- is that technology that is the retail sector retailers reporting another month.

A disappointing sales for the month of June in stores that are hoping to cash in on the back to school bone.

May have to work a little harder this year.

Editor decoding Wall Street Bryant has a joins me you know -- to see you -- to -- -- so -- -- -- some feature names here in the retail -- -- -- -- just -- although.

-- -- about this year for back to school -- last year was a disappointment.

Pressure is it big despite the consumer up punch in the gut because of all the debt ceiling debate this year when might -- -- -- the more buying spread out throughout the season instead of what happened last year consumers waited to the last minute.

But the pure mechanics will it will be better than it was last year because plaster was so bad.

Okay let's get to some of the ideas that you have and we're gonna start -- Logitech International a stock is down today.

Kind of a volatile chart you're talking about -- why do you like this particular stock.

What I like this because part of my investing theme for the back school technology and they -- involvement of the apple ecosystem winner winner in the just not enough selling apps that there's designed keyboards it's selling cut interest in fashionable now -- the consumer.

Part of our price elected to restructure the business -- -- up.

The make the wireless mouse as well attract those analog people like -- and then there's apple obviously you know you play that that apple -- get okay.

Fashion visited you footlocker I do is this kind of -- teen net mail.

Fashion thing that we're saying but -- lined up at stores for different issues and I don't know I think carpet -- -- Also also if you want to -- this is -- I didn't wanna be anywhere within teen apparel marked down -- didn't wanna do that.

This sexy teens is -- usher and Justin Bieber pick exactly teens are expressing themselves through their shoes apparent right colorful patterns higher prices higher margins -- -- OK so but there's also a stock like finish Leno wondering up the to kind of show them to together and -- -- compare -- to begin using that that footlocker vs finish line is -- at the key comparison.

In your mind to comparisons I like flock to higher strong higher seems for sales and flaunt also manage inventory down with a can charge higher prices as a result okay all right so -- and -- -- two different names or but and then finally at Dollar General we all know this one I mean let's that this is the low end consumer -- you say in the back to school they've got to focus on the lower concern.

Well I think like consumer back to school we think everybody's going to Staples no that is wrong staple licking their promotions are misguided this point Dollar General five consecutive quarters of -- cells increases.

Growing strong and they're selling bulk back -- -- -- online.

Do this because it really much to -- 200 Dollar General but if you don't more long term early because we're now five years into the financial crisis look at the five year a Dollar General.

-- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- You get a slice it up current Brent thank you very much --