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Winners and losers from the retail sales report

Published 03/14/2018, 08:42 AM
© Reuters.  Winners and losers from the retail sales report
AMZN
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RTH
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IYC
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FXD
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SCC
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XRT
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VCR
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XLY
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RETL
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PMR
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UCC
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RSPD
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FDIS
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JHMC
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CNDF
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ISHP
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EMTY
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  • Retail sales stayed in negative territory for the third straight month with a 0.1% M/M in February. On a year-over-year basis, retail sales were up 4.0%. Backing out auto dealers and gas stations, retail sales were up 0.3%.
  • The department store sector was weak again, with a 0.9% M/M drop during the month. Other categories in negative territory were health & personal care stores, furnitures & home furnishing stores and electronics & appliance stores.
  • Nonstore retailers (Amazon (NASDAQ:AMZN) and gang) showed a 0.2% M/M and 10.1% Y/Y increase for the month. Clothing stores also outperformed, up 0.4% M/M and 4.9% Y/Y.
  • Previously: Retail sales stay soft (March 14)
  • Retail ETFs: XLY, XRT, VCR, RTH, RETL, FDIS, FXD, IYC, EMTY, SCC, RCD, UCC, PMR, CNDF, FTXD, JHMC
  • Now read: Retail Rally - We're Getting Closer


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