I thought this week with the kickoff of Black Friday and the holiday shopping season that I would do something different and report just how some of the retail stocks are doing with their stock price year to date (YTD). I picked out a mix of stocks that I hear talked about often. I pulled my stats from the CNBC quote website.
Ulta Salon Cosmetics & Fragrance Inc. (ULTA) - +87.41%
lululemon athletica inc. (LULU) - +71.71%
Sally Beauty Supplies (SBH) - +41.22%
Express (EXPR) - +37.95%
Dollar Tree (DLTR) - +36.58%
Bed Bath and Beyond (BBBY) - +30.64%
Ross Stores (ROST) - +30.27%
TJX Cos. (TJX) - +26.37%
Costco -(COST) - +19.66%
Petsmart -(PETM) - +16.92%
CVS Caremark Corp. - +16.76%
Limited Brands (LTD) - +13.47%
Tiffany (TIF) - +13.32%
Foot Locker (FL) - +11.81%
Walmart (WMT) - +5.33%
Amazon (AMZN) - +2.90%
JC Penney (JCP) - (-9.78)%
If you are looking at the fundamentals of these companies just make sure that they do not have a large build up in inventories over multiple quarters. That is a Red flag that business is slowing up. I imagine that the best time to buy retail stocks would be now and then sell them into earnings in January.
I won't tell you which one to buy, but the one above seems to have a surplus of female customers that love their athletic clothing line.
Catch you next week, Freewilly