"TGT has lagged the other names in the group: Kohl's (KSS) is up 28%, Macy's (M) is up 21%, JC Penney (JCP) has climbed 48% and Nordstrom (JWN) has rallied an astounding 56%." 'Retail Is a Microcosm of the Broad Market," 6-15-09

We can't lose the Macy's (M) and the Kohl's (KSS) either, and we learned that they are dependent on low, stable gasoline.

"Of course, that means it was all the expectations game. The other guys had taken down expectations to the point that their horrid numbers looked good, especially Nordstrom's (JWN), but Kohl's (KSS) and J.C. Penney (JCP) weren't so hot either. Abercrombie's (ANF) were terrible, the worst I have seen, but you could never lower them enough!" ("Retail = No Sale," 4-9-09)

Cramer: 50% Retracement: Jim Cramer sees a 50% pullback, but still thinks that the overbought levels were a positive long term sign. Real Money TV viewers get Cramer's videos first and commercial free!
Click here to watch the video.

JC Penney (JCP), Kohl's (KSS) and Sears (SHLD) are making people feel that Wal-Mart (WMT) is aberrant, so does the action in Costco Wholesale (COST). You have to like that not all retail is down. This move surprises me.

Wal-Mart (WMT) is such a winner over Target (TGT), JC Penney (JCP) Kohl's (KSS), Macy's (M) and all the other major discounters that it is hard for me to believe it isn't game, set, match already -- except for Costco (COST). I believe Mal-Mart is a big stock for next year precisely because it is the winner. (Odd, but Macy's is back to where it was before it got its credit agreement. That's a little too negative for me.)

You see the thesis developing. Mortgage rates are coming down, gasoline is plummeting in price, heating oil and natural gas prices are cascading, refinances are soaring. You put it all together, and you think to yourself, here comes the bottom in the Retail HOLDRs (RTH), here's the bottom in Macy's (M) and Kohl's (KSS) and Home Depot (HD) and Lowe's (LOW).

PE: 10 PEG: 0.83

They Just Don't Get Wal-Mart!: The many different takes on Wal-Mart's earnings leave Marek Fuchs with motion sickness.
Click here to watch the video.

And in general consumer confidence out this past Tuesday was a record low. Yet Macy’s [M], Kohl’s [KSS] and even the Retail HLDRs [RTH] all closed in the green.

corporate personalities

retail in the cellar

right now consumers are very nervous about the economy so I stay away from retail

Mad Money recommendation; Diversification.

"Kohl's (KSS), for one, has had a nice run, but now sports a chart rife with technical deterioration. Prices had been stuck in a range just below the stock's May 2002 record high of 78.83, before poking above that level April 20. Momentum indicators already had turned lower, and by last week were breaking down. It is still a bit early to declare that the bears have taken over, but Kohl's nearly doubled in the past 15 months, and peers such as Target (TGT) now expect much weaker sales. At 77 a share, the risks for Kohl's outweigh the potential rewards."